Few people enjoy preparing their tax returns. That’s why we make it easier for you to access the documentation you need to get them done—and offer discounts on TurboTax federal products.
We will be mailing your 1099s and 1098s to you by the end of the month. If you’d like to get a head start on your return, they’re now available to you in Online Banking. Simply log in to Online Banking at ConsumersCU.org and click on “eStatements/Tax Forms” on the “Alerts & Statements” tab. Make sure your pop up blocker is disabled, as this will open in a new tab or window. If you select eStatements from our mobile site, you will be rerouted to our full website.
If you earned more than $10 of interest in 2013, you will have a 1099.
If you paid more than $600 of interest on a real estate secured loan (a mortgage or home equity loan), you will have a 1098.
Not sure what you earned or paid in interest in 2013, and don’t see either of these forms? You can verify that your totals were below these limits by checking your December 2013 statement, a link to which appears right in that window as well.
Plus, Consumers members can save on TurboTax federal products. Why spend more than you should to have someone else do your taxes for you? TurboTax puts the power in your hands to keep more of your hard earned money, with the peace–of–mind of knowing you have experts in your corner every step of the way. It’s your money – keep more of it with TurboTax.