Tax season will soon be upon us, and we want you to know where to locate your 2023 tax information from UNITE Credit Union. All of the details are below, but don’t hesitate to call or email us if you have questions.
Where to find your 2023 tax information from UNITE
1. Login to Online Banking
2. Click on "My Accounts"
3. Click on your checking or savings account.
4. Click on "View Details" for 2023 tax information.Other Helpful Year-End Reminders
- Members who have an IRA with us can determine your IRA’s Fair Market Value by totaling your IRA account balances as of Dec. 31, 2023. That information can be found on your year-end statement, or by logging in to Online Banking.
- 1098 mortgage interest forms will be mailed by Jan. 31, 2024, but you will only receive a 1098 if you paid $600+ in mortgage interest in 2023.
- 1099 forms will be mailed to you by Jan. 31, 2024, but you will only receive a 1099 if you earned $10+ interest in 2023.
- Contributions can be made to IRAs through April 15, 2024 for the 2023 tax year.
- If you receive a tax refund, we recommend using at least a portion of that refund to pay down debt, or watch your money grow by investing in an IRA or Certificate of Deposit (CD).
- Our routing and transit number is 273972842
- Be sure to verify the information on your account(s) – address, phone number, joint members, beneficiaries, etc. If you need to make changes, simply login to Online Banking and click on the drop down next to your name. For account changes, please stop into our branch.