Where to Find Your 2024 Tax Information

January 13, 2025

Tax season will soon be upon us, and we want you to know where to locate your 2024 tax information from Capitol View Credit Union. All of the details are below, but don’t hesitate to call or email us if you have questions.

  • Members who have an Individual Retirement Account (IRA) with us can determine your IRA’s Fair Market Value by totaling your IRA account balances as of Dec. 31, 2024. That information can be found on your year-end statement.
  • 1098 mortgage interest forms will be mailed by Jan. 31, 2025, but you will only receive a 1098 if you paid $600+ in mortgage interest in 2024.
  • 1099 forms will be mailed by Jan. 31, 2025, but you will only receive a 1099 if you earned $10+ interest in 2024.

Other Helpful Reminders

  • Contributions can be made to IRAs through April 15, 2025 for the 2024 tax year.
  • Our routing and transit number is 273074135.
  • Be sure to verify the information on your account(s) – address, phone number, joint members, beneficiaries, etc. If you need to make changes, simply please call or stop by our office. (For security reasons, we cannot accept changes via email.)
  • If you plan to receive a tax refund, we recommend using at least a portion of that refund to pay down debt, or watch your money grow by investing in a Certificate of Deposit (CD).
Published January 13, 2025

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