Another year has flown by, and now it is time to start your credit union’s tax forms preparation. In this Compliance Bulletin, you will find a Year-End Reporting Schedule that lists due dates for tax forms and other reports that credit unions are required to submit annually.
The General Instructions for Forms 1098, 1099, 5498, and W-2G are available on the IRS’ website at http://www.irs.gov/pub/irs-pdf/i1099gi.pdf. The IRS operates a centralized call site Monday through Friday from 8:30 a.m. – 5:30 p.m. ET to answer questions about reporting on information returns. The toll-free telephone number is 866-455-7438.
If you have any questions, please contact Compliance Services at 800-768-4282 or 770-476-9625 for assistance. You may also email us at firstname.lastname@example.org.