Tax Time!

2. A 5498 shows HSA and IRA ___________.
4. When submitting a research request you put a _______ note.
6. 39-0823125 is WCU's ________ tax ID number.
10. A 1099R shows IRA _______.
13. _________ loans don't receive a 1098.
14. If members are registered for edocuments, tax forms can be accessed via _______.
15. Members will receive a 1098 for mortgages or HELOC that have more than $600 in ________.

1. All ______ statements will show year to date info for each share ID.
3. If you need copies of tax documents send a _______ request.
5. The analysis runs at the end of _______ each year.
7. A member receives one of these _____ forms if they earn more than $10 in dividends.
8. Do not provide tax ______ to our members.
9. 0353847 is WCU's _______ tax ID number.
11. You have until _____ 15th, 2022 to contribute to IRA's and HSA's.
12. If members would like a receipt of taxes paid they need to get ahold of ________.