{"id":1058,"date":"2024-01-28T16:44:59","date_gmt":"2024-01-28T21:44:59","guid":{"rendered":"http:\/\/18.224.44.141\/?p=1058"},"modified":"2024-01-28T16:45:00","modified_gmt":"2024-01-28T21:45:00","slug":"tax-time-setting-you-up-for-success","status":"publish","type":"post","link":"http:\/\/prod-admin.cfcudev.com\/news\/personal\/tax-time-setting-you-up-for-success\/","title":{"rendered":"Tax Time: Setting You Up for Success"},"content":{"rendered":"\n

Tax Time can be hectic, confusing, and stressful. Let us take some of the guesswork out of the process.<\/em><\/em><\/em><\/em><\/h4>\n\n\n\n

Disclaimer: This article is not meant to serve as tax advice. Please consult a tax professional if you have questions.<\/em><\/p>\n\n\n\n

Tax Documents<\/strong><\/h6>\n\n\n\n

One of the most frequent questions we receive from members is accessing tax documents and 1099s. You will only receive a 1099-INT from Christian Financial if your total combined interest earned from all of your accounts is more than $10.  Otherwise, you will not receive a 1099-INT.<\/p>\n\n\n\n

You will receive a 1099-R if you took a withdrawal from your IRA, and if you have a Save to Win account, you will receive a 1099-MISC if you won more than $600 in prizes.<\/p>\n\n\n\n

If you have a Home Equity Line of Credit with Christian Financial, you will receive a 1098 for Mortgage Interest paid during the year from us. Our partner, Mortgage Center, will also issue a 1098 separately.<\/p>\n\n\n\n

How do I know if I will receive a 1099-INT from Christian Financial?<\/strong><\/h6>\n\n\n\n

From Digital Banking \u2013 Online or Mobile Banking – navigate to your savings account. Under \u201cAccount History,\u201d you will see \u201cAccount Details.\u201d Expand Account Details (or \u201cShow Details\u201d in the Mobile App). From here you will see a field called \u201c2022 Interest\u201d or \u201cPrior Year Interest\u201d in the mobile app. If this is more than $10, you should receive a 1099-INT from Christian Financial.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

If you have more than one savings account, you will need to add up the 2022 interest earned. If the total is more than $10, you will also receive a 1099-INT. You can also view your year-to-date interest earned on your E-Statements in Digital Banking.<\/p>\n\n\n\n

Accessing Tax Documents<\/strong><\/h6>\n\n\n\n

If you have E-Statements with Christian Financial, you can review your tax documents in Digital Banking by logging in and selecting Statements, then My E-Statements\/Notices\/Tax Forms. A new window will load, and you can print them from there.  These are also available in our Mobile App as well.<\/p>\n\n\n\n

Member Benefits<\/strong><\/h6>\n\n\n\n

As a Christian Financial member, you are eligible for exclusive discounts with Love My Credit Union Rewards and TurboTax. Members can save up to $15 on TurboTax federal products.<\/p>\n\n\n\n

If you need a little more help, Love My Credit Union Rewards and H&R Block also offers Christian Financial members $25 in savings on in-office tax prep services for new clients and returning clients receive the Tax Identity Shield add-on for FREE ($35 value).<\/p>\n\n\n\n

Tax Time can be overwhelming, but Christian Financial\u2019s digital resources can help answer your questions and help you feel prepared to tackle your taxes.<\/p>\n","protected":false},"excerpt":{"rendered":"

Through our Outreach & Impact Initiative, over the past year, we\u2019ve donated more than $100,000 from Christian Financial and employee contributions.<\/p>\n","protected":false},"author":3,"featured_media":1060,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[8],"tags":[19,14],"acf":[],"yoast_head":"\nTax Time: Setting You Up for Success - Christian Financial Credit Union<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tax Time: Setting You Up for Success - Christian Financial Credit Union\" \/>\n<meta property=\"og:description\" content=\"Through our Outreach & Impact Initiative, over the past year, we\u2019ve donated more than $100,000 from Christian Financial and employee contributions.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/staging.cfcudev.com\/news\/personal\/tax-time-setting-you-up-for-success\/\" \/>\n<meta property=\"og:site_name\" content=\"Christian Financial Credit Union\" \/>\n<meta property=\"article:published_time\" content=\"2024-01-28T21:44:59+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-01-28T21:45:00+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/staging.cfcudev.com\/wp-content\/uploads\/2024\/01\/210314_Consumer-Taxes_LPG.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1170\" \/>\n\t<meta property=\"og:image:height\" content=\"300\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Katie Fogleboch\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Katie Fogleboch\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/staging.cfcudev.com\/news\/personal\/tax-time-setting-you-up-for-success\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/staging.cfcudev.com\/news\/personal\/tax-time-setting-you-up-for-success\/\"},\"author\":{\"name\":\"Katie Fogleboch\",\"@id\":\"http:\/\/172.26.3.16\/#\/schema\/person\/c4c96ad6a85d75eeeb3fff848a3e72dd\"},\"headline\":\"Tax Time: Setting You Up for Success\",\"datePublished\":\"2024-01-28T21:44:59+00:00\",\"dateModified\":\"2024-01-28T21:45:00+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/staging.cfcudev.com\/news\/personal\/tax-time-setting-you-up-for-success\/\"},\"wordCount\":433,\"publisher\":{\"@id\":\"http:\/\/172.26.3.16\/#organization\"},\"image\":{\"@id\":\"https:\/\/staging.cfcudev.com\/news\/personal\/tax-time-setting-you-up-for-success\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/prod-admin.cfcudev.com\/wp-content\/uploads\/2024\/01\/210314_Consumer-Taxes_LPG.png\",\"keywords\":[\"Taxes\",\"Tips\"],\"articleSection\":[\"Personal\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/staging.cfcudev.com\/news\/personal\/tax-time-setting-you-up-for-success\/\",\"url\":\"https:\/\/staging.cfcudev.com\/news\/personal\/tax-time-setting-you-up-for-success\/\",\"name\":\"Tax Time: Setting You Up for Success - 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