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2022 Tax Documents Mailing Schedule

1/18/2023

2022 IRS tax forms will be mailed by the following dates. Tax documents generated by SLFCU will also be available in online banking.

JANUARY 31

  • 1098 Mortgage interest paid
  • 1098-E Student loan interest paid over $600
  • 1099-INT Account dividend income over $10 and/or redeemed bond interest income
  • 1099-C Loan cancellation of debt
  • 1099-Q CESA (Education) IRA distributions
  • 1099-R Traditional, SEP, and Roth IRA distributions

MARCH 16

  • 1042-S Account dividend income over $10 (paid to some nonresident aliens)

APRIL 31

  • 5498-ESA CESA (education) contributions

MAY 30

  • 5498 Traditional, SEP, and Roth IRA contributions*

YOU'VE GOT MAIL!

To ensure these important tax documents reach you, please make sure we have your correct address on file. If you have a new address, please update your information in online or mobile banking, contact us at 505.293.0500, or stop by a branch.


*If you make a 2022 IRA contribution after this form is generated, SLFCU will send you another form in June, and your original 5498 form in online banking will also be updated.



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