ATTENTION CU*ANSWERS STOCKHOLDERS You’re gonna love this stocking stuffer! Your Ownership Dividend Check! You will receive your payment via a mailed check (directed to your credit union CEO) within the next week or via ACH today, December 21, depending on which payment option you selected. To view our 2017 financials, ACH Audit and obtain a… Read more »
Changes are coming this year-end for 1098 tax forms, and the way your collateral records are set up will affect what your members will see on their forms. Are you ready? What is new? Due to the modification of reporting requirements in IRS publication 1220, if more than one property is securing a mortgage, the… Read more »
ATTENTION CREDIT UNIONS THAT USE SUBSTITUTE 1099s: From: Xtend To: You Take advantage of our FREE offer to notify your members that they will receive year-end tax information on their statements. To take advantage of this free offer, just click the button below and fill out our form by Monday, November 27th. We will then… Read more »
ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS: (Data processing coordinators, accounting managers, and IRA/HSA coordinators) For Online Credit Unions: NOVEMBER November 6 Make a decision on whether or not you wish to print substitute 1099-INT forms on member statements Update the Tax Forms Handling Instructions screen in CU*BASE Even if you do not need… Read more »
Presented by the Client Services and Education team, these FREE Year-End Trainings will help you learn how to plan for year-end processing. Follow the link below to register. Year-End training for online and self-processing credit unions will be held on: Thursday, November 16, 3:00 PM – 4:30 PM ET Thursday, December 7, 3:00 PM –… Read more »
Attention: Data processing coordinators Accounting managers IRA/HSA coordinators The 2017 Year-End Processing Guide On its way to your credit union is a copy of the 2017 Year-End Processing Guide, which provides critical information about your credit union’s responsibilities for year-end and tax-reporting season. If you do not receive the guide this week, or if you’d… Read more »
We’re taking the tax out of taxing by sending you a reminder to help you get your year-end tasks done on time! Online Credit Unions Before January 6 Perform the final verification of distribution data in the IRA Balance File and HSA Balance File (due to tight deadlines, it is imperative that you complete your verification… Read more »
Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers. Take a look at the courses we have coming up in December!
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CU*Answers at its core is a cooperative organization. We are constantly pushing what it means to be a transparent CUSO. This year we have decided our next step is to get you engaged, we want to hear your voice, the Owner’s Voice. Vote Now!
In 2020, CU*Answers will celebrate its 50th year in business. We’re excited to hear from our past and present clients, partners, peers, and employees. Together, we want to share the many stories from CU*Answers’ legacy and celebrate the successes, growth, trials, laughter, and accomplishments of the organization since 1970.
