Skip Navigation

Knowledge Base

Tax Forms | What You Need to Know

Tax Forms:

  • 1099INT:  Mailed to members by the end of January to report the previous year dividend earnings. A member must earn at least $10.00 in dividends and/ or receive a CD penalty before a 1099INT is generated.
  • 1099R:  Mailed to members by the end January to report the previous year Traditional and Roth IRA withdrawals.
  • 1099Q:  Mailed to members by the end of January to report the previous year Coverdell ESA withdrawals.
  • 1099SA:  Mailed to members by the end of January to report the previous year HSA withdrawals.
  • 5498:  Mailed to the members be the end of May to report the previous year IRA deposits.
  • 5498SA:  Mailed to the members be the end of May to report the previous year HSA deposits.
  • 5498ESA:  Mailed to the members be the end of April to report the previous year Coverdell ESA deposits.

TruliantNumbers:

  • Federal Tax ID –56-0582032
  • NC State Tax ID –00034000757
  • Routing –253177832