Tax Information

Get your financial house in order in time for tax season.

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Dates, documents, and details you should know for tax season.

When it's time to start talking taxes, we'll help you get all your paperwork ready for the April 15 federal deadline.

Before we dive into the details, you can access TurboTax through WESTconsin Online by clicking on My TurboTax, if you need help preparing your taxes.

Please note

  • 1099-INT tax statements are only mailed to you if you earn $10 or more in combined interest during the year. Only Primary Account Owner(s) will receive tax forms.
  • The IRS filing deadline for federal tax returns is April 15, 2025.

Statements

  • 2024 Interest and dividend information is located on the December 2024 statement. These can be printed for you in any of our offices for $3. 
  • 1099 and 1098 forms will be mailed no later than January 31.
  • 1098, Box 2, Outstanding Mortgage Principal. Review the 1098 form for a full explanation by the IRS. Box 2 should reflect the beginning loan balance as of January 1 of the tax year listed on the 1098 form. For more information, refer to the IRS instructions printed on your 1098 form or visit the IRS’ website.
  • 1099-R (IRA) and 1099-SA (HSA) forms will be mailed no later than January 31.
  • 5498 IRA and 5498-SA HSA contribution forms are mailed out no later than May 31.
  • For a complete list of forms and details visit irs.gov
  • If you earned less than $10 in dividends on your accounts in a tax year, you will not receive a 1099 tax form. Dividends earned can be found on your December 2024 statement. Please see a tax advisor for assistance.
  • If you are enrolled in eStatements, your tax forms will be available through Online Banking. No paper form will be mailed. If you are unable to retrieve your electronic version of the form, you can stop in or call your local office.
  • If you do not receive a tax form by February 23, please contact us to request another copy.

Finding Your Tax Information Online

If you are enrolled in eStatements, your 1099 and 1098 forms will be available by January 31.

  1. Log in to Online Banking
  2. Click ‘eStatements’
  3. Click ‘Member Account’
  4. Click 'Taxes'
  1. Log in to the Mobile App
  2. Tap ‘More’
  3. Tap ‘eStatements’
  4. Tap ‘Member Account’
  5. Tap ‘Menu icon’
  6. Tap ‘Taxes’

Know Your Numbers

When setting up Direct Deposit, electronic payments, or electronic tax refunds, you’ll need to provide your account number and our routing number.

If you use an invalid or incorrect account number to electronically deposit your tax refund, it may be rejected. The IRS will then issue your tax refund as a check instead of attempting to deposit your funds electronically again.

  • WESTconsin Credit Union’s Routing Number: 291880589
  • For SAVINGS: your member account number
  • For CHECKING: 10-digit account number found on the bottom of your check

If you don’t have checks for your checking account and you're unsure of your account number, visit our Routing & Account Numbers page.

WESTconsin Credit Union serves members in Wisconsin and in Minnesota. Find a location near you.

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