January 30, 2024 · Investment, Savings, Taxes

Your 2023 Tax Documents Are Ready to Download from Delta Community

It’s January, and the 2023 income tax season has started, which means that Delta Community members may now access their 2023 tax documents in Online Banking and the Mobile App with Online Statements. You may view and download your 2023 documents or print hard copies.

If you are not currently registered to receive your Delta Community 2023 tax statements online and via the Mobile App, you can quickly and easily sign up, and then you will be able to get both your account statements and tax documents online. Simply log in to Online Banking and select Online Statements under the Additional Services

Tax documents for 2023 that are now available to download include:

  • 1098
  • 1098E
  • 1099-A
  • 1099-C
  • 1099-INT
  • 1099-Q
  • 1099-R
  • 1099-SA

Please note that all account-related 2023 tax documents are also mailed to all Delta Community members. Also, it is important to note is that the 1099-INT Form will only generate for accounts that have earned at least $10.00 in interest during the calendar year.

Remember to add to your calendar that the IRS 2023 federal tax year filing deadline is Monday, April 15, 2024.

If you still need more time to complete your taxes, you may file for an extension before that date. If you want to be informed about forms, a comprehensive list of IRS tax forms is available from this IRS site.

Looking for some financial advice without taxing paperwork?

For more helpful financial information, check out the free Delta Community Financial Education Center webinars on a range of money- and tax-related topics. You can visit the Financial Education Center's Events & Seminars page to register for its no-cost, on-demand webinars. The Credit Union's blog has more information that could be educational and helpful: