LSCU compliance team offers year-end reporting schedule for tax preparation

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  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

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The League of Southeastern Credit Unions & Affiliates represents nearly 300 credit unions throughout Alabama, Florida, and Georgia. It has a combined total of almost $200 billion in assets and 12.4 million members. LSCU provides advocacy, compliance services, education and training, cooperative initiatives, and communications.

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