Tax Time!

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Across
  1. 2. A 5498 shows HSA and IRA ___________.
  2. 4. When submitting a research request you put a _______ note.
  3. 6. 39-0823125 is WCU's ________ tax ID number.
  4. 10. A 1099R shows IRA _______.
  5. 13. _________ loans don't receive a 1098.
  6. 14. If members are registered for edocuments, tax forms can be accessed via _______.
  7. 15. Members will receive a 1098 for mortgages or HELOC that have more than $600 in ________.
Down
  1. 1. All ______ statements will show year to date info for each share ID.
  2. 3. If you need copies of tax documents send a _______ request.
  3. 5. The analysis runs at the end of _______ each year.
  4. 7. A member receives one of these _____ forms if they earn more than $10 in dividends.
  5. 8. Do not provide tax ______ to our members.
  6. 9. 0353847 is WCU's _______ tax ID number.
  7. 11. You have until _____ 15th, 2022 to contribute to IRA's and HSA's.
  8. 12. If members would like a receipt of taxes paid they need to get ahold of ________.