Access Tax File Inquiry

Use these to view details of the Tax file for the current year and previous years.    

1. Select Inquiry (F1).

2. Enter the account number and press Enter.

3. Select Tax File Inquiry (F18).

4. View the Tax ID # at the top of the screen.

5. To view a different tax year, enter a different year in the field provided.

• Note: You can also select to view a member type of organization/individual.

6. Press Enter to view dividends, withholdings, CD penalty, and interest for each account the tax ID # is associated with.

Additional Resources

Related Topics: Answer Member Questions

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