Tips to prepare for tax season

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11.22.2022 Written by Fox Communities

Make sure you’ve got everything you need to get your taxes done on time with these tips from Fox Communities Credit Union

Once the holiday season ends and the calendar turns to 2023, tax season begins. Are you ready? Don’t worry if you feel unprepared or aren’t sure what all you’ll need to complete your taxes this year, as we’re here to make sure you’ve got everything you need to get your taxes done on time.

WHEN WILL FOX COMMUNITIES CREDIT UNION SEND OUT MY YEAR-END TAX DOCUMENTS?

Your 2022 IRS Tax Form 1099 and IRS Tax Form 1098 (Mortgage Loan Interest) will be mailed by late January 2023. You will only receive a 1099-INT if the total interest earned on your deposit accounts exceeded $10 in 2022.

WHAT ELSE WILL I NEED FROM FOX COMMUNITIES CREDIT UNION TO COMPLETE MY 2022 TAXES?

That should be all you need from Fox, unless you’re choosing to have your tax refund electronically deposited. In that case, you’ll need:

  • Fox’s routing number: 275977256
  • Your full Fox account number: You can find this on your Fox membership card or by logging into Online Banking.

Please don’t hesitate to stop by any of our Fox locations around the Fox Valley, the greater Green Bay area, the Manitowoc/Two Rivers area, and the Oshkosh area if you have any questions or need any help making sure you’ve got everything you need to complete your taxes in 2023.