Where to Find Your Tax Information

Where to Find Your Tax Information

Tax season will soon be upon us, and we want you to know where to locate your 2023 tax information from MEMBERS1st. All of the details are below, but don’t hesitate to call or email us if you have questions.

2023 Tax Information

1. Login to Online Banking

2. Click on “Member Services”

3. Then click on “Dividend/Interest Summary”

Or, in our mobile app, click on the “More” tab and then Dividend/Interest Summary.”

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 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.
  • Our routing and transit number is 273975331
  • 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 “Info Center/Personal Information,” or visit the drive-up of your nearest branch.
  • If you plan to 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 a Certificate of Deposit (CD).
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