Important Information for 2019 Tax Preparation
To aid in your tax preparation, we’ve compiled some of the most frequently asked questions related to tax documents and direct deposit of tax returns here.
What is Community First's routing number?
CFCU’s Routing Number for direct deposit of tax returns or withdrawals of tax payments is 275982801.
Where do I find my savings account or checking account number for automatic tax payment withdrawals or depositing my return?
The account number can be found on your statements or in Online Banking.
On your statement, you can find your account numbers listed on the right side of the heading for each account. The account number can also be found under the Account Balance Overview section on the first page.
In Online banking, you can find the information in the same places listed above on your e-Statement. You can also find account numbers by clicking on the account in the home page widget, then click the Show More Details button.
What kind of tax forms will I receive from Community First Credit Union?
The two most common type of tax forms you may receive are 1099-INT (reports the dividends/interest earned on deposits in 2019) and/or 1098 (provides information about interest paid on each mortgage loan in 2019.)
When will I receive my forms?
Government regulations require that tax information be postmarked by January 31st, however we anticipate delivery well before that date.
How will I receive my tax forms?
Your tax documents will be delivered in the same manner as a your monthly statement.
If you receive mailed statements, you will receive forms by mail.
If you have chosen e-statements, you will receive an email notifying you forms are available to view in Online Banking. The forms will NOT be attached to the email. For instructions where to find the forms in Online Banking, please read below.
Where can I find my forms in Online Banking?
Tax forms can be found under the Services>e-Documents menu. From there, you can choose Tax Forms to view and print your forms.
Will I receive an individual 1099-INT for each deposit account?
No. You will receive a single form totaling all the dividends received on your deposit accounts in 2019 for which you are the Tax Reported Owner.
IMPORTANT NOTE: Tax forms are displayed within Online Banking only for the person connected to the login credentials. To view tax forms for other Tax Reported Owners, you must login with that member’s credentials.
Will I receive a separate 1099-INT if I redeemed a bond?
If you have other dividends and a bond redemption, interest for both will be combined on a single 1099. If you have ONLY a bond redemption, the 1099 will reflect only the interest earned on the bond.
Why didn’t I receive a 1099-INT?
You may not receive a 1099-INT if you earned less than $10 in interest. If you believe you should have received a form, please contact us.
What if I only received an online copy and I would like a paper copy?
You are able to print copies of your forms from within Online Banking. If you need additional assistance, please contact us.
Who should I contact if I have questions about my taxes?For specific tax related questions or advise, please consult a tax professional.
I have additional questions not answered here.
For questions related to your accounts, please contact us via:
- Secure Message within Online Banking
- email to firstname.lastname@example.org
- phone at 920-830-7200 in the Fox Cities or toll-free at 1-866-273-2328, Monday through Friday, 7am to 6pm and Saturday, 7am to 1pm
- or visit any branch location