Tax Statements

Tax Statement for Interest Earned in 2016

Printed copies will be mailed out to the address on your account by January 31, 2017.

1099-INT tax forms will only be generated for combined dividend earnings in 2016 of more than $10.00. A 1098 tax form will be generated for all real estate loans on which interest was paid during 2016, such as on a mortgage or home equity line of credit.

If an eTax Statement was generated, the form may be accessed securely via eBranch. Once logged in, you may access your eTax Statements under the Online Services tab, and then select eStatements from the drop-down menu. Tax statements are listed under monthly statements. A PDF is available to view or download.

Please view our Frequently Asked Questions for more information on tax statements.

 

Get Your Tax Refund Faster!

Whether you file electronically or on paper, direct deposit gives you access to your refund faster than a paper check. Your money goes directly into your account and eliminates the possibility of a lost, stolen or returned undeliverable check.

Plus, when you send it to your CEFCU share savings account, you'll begin to earn dividends the day it is deposited.

How easy is it?
Simply follow the instructions provided by the IRS on the direct deposit line of your tax form.

Credit Union Routing/Transit Number: 3222-8069-2
Your Credit Union Account Number
Your deposit is going into SAVINGS

For your convenience, our Direct Deposit Information form can provide these details in an easy-to-read form.

It's fast, easy, safe and free!
Easily manage your funds and, if needed, transfer funds directly to your accounts at other financial institutions with External Transfers via eBranch, our online access program.