TAX PREPARATION
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As a member, you can make your tax preparation easier and more stress-free by taking advantage of a special members-only discount on TurboTax® and H&R Block®. Here are the details:
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TAX PREPARATION FAQs
By law, these forms must be in the mail by January 31. You should receive your 1099-INT Statement for dividends earned on your account, and your 1098 Mortgage interest statement for interest you paid on your mortgage loan, near that date. 1099 forms are only issued if you earned more than $10.00 in dividends.
Your refund can be deposited to your regular savings or checking account. Simply use your six-digit account number and our Routing/Transit Number of 231379115 on your 1040 form when you file your tax return.
The correct Routing/Transit Number is 231379115. This number is used for all branches, regardless of their location.
Under current law, interest paid on loans secured by a primary residence may be tax deductible. Ask your tax advisor about your home and your personal tax situation to determine whether or not interest would be tax deductible. If you obtain a line of credit secured by your home, People First will provide you with a 1098 form if interest is over $600.
Disclosures
Visit TurboTax and H&R Block offer details and disclaimers.