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:

• 2021 Tax Documents to Hold On to After Taxes Are Filed
• Keep Your Computer's Data Secure, Even When Getting Rid of the Computer
• How to File Your Taxes Online for Free
• Protect Your Tax Returns From Identity Theft
• Tools for Tax Season
• How a CD Can Boost Your Savings
• Working from Home? Here Are 15 Financial Tasks You Can Do Now
• Using Your 2020 Stimulus Payment, Tax Refund, Commission or Bonus Wisely
• Managing Your Credit Score During the Pandemic
• Making Tough Financial Choices in a Tough Economy
• What is Good Debt vs. Bad Debt?
• 10 Steps to Financial Success: Part One
• 10 Steps to Financial Success: Part Two
• 10 Steps to Financial Success: Part Three
• Buying a Car: Credit Union Financing vs. Dealership Financing
• Three Basic Tips for Buying Your First Home