Upcoming Tax-Related Deadlines and Updated Year-End Guide

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: We’re taking the tax out of taxing by sending you year-end reminders! Online Credit Unions February/March tax-related deadlines:  February 1 is the deadline for CU*Answers to furnish 1099 and 1098 forms to members. February 5 is the deadline for final changes to the tax file. During February, perform your routine… Read more »

Jan 15, 2016

February/March Year-End Deadline for Self-Processing Credit Unions

We’re taking the tax out of taxing by sending you year-end reminders! February/March tax-related deadlines: During February, make final changes to the tax file. During February, perform your routine monthly verification of contribution (5498) data in IRA and HSA balance files. During March, perform your routine monthly verification of contribution (5498) data in IRA and… Read more »

Jan 27, 2015

Tweet on “Don’t Tax Tuesday”

ATTENTION CLIENTS AND STAFF OF CU*ANSWERS, CU*NORTHWEST, CU*SOUTH, XTEND, AND EDOC: Tweet on “Don’t Tax Tuesday,” July 23, to preserve the credit union tax exemption, the credit union difference. Do you know what’s coming up this Friday, July 26, besides the beginning of the last weekend in July? It could also be the beginning of… Read more »

Jul 22, 2013