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We can help you with tax preparation and filing.

Tax Resources

Expedition CU has assembled some valuable resources and information to help you with your tax preparation and filing this year.

Federal and/or State Tax Forms

couple doing taxes

1098 & 1099 Reminder

You will receive separate 1098 (Mortgage Interest Statement) Tax Form for each Mortgage Loan that has paid at least $600 in interest. Members who have received combined dividends of $10 or more on non-IRA Share and Investment Accounts will receive a 1099-INT (Interest Income Statement). If you wish to inquire about interest amounts below the limits aforementioned, please consult your Expedition CU year-end statement.

Your Expedition CU tax documents (1098 Mortgage Interest Statement and/or 1099-INT Interest Income Statement) are also available in online banking under the eStatements menu. If you did not earn enough interest to receive a 1099-INT, you can still find this information in online banking if you click on each individual account and then click on “Account Details.”

Direct Deposit Your Return

When you direct deposit your tax return into your credit union Savings or Checking account, you'll receive your refund faster. You'll need the information below when filling out your tax forms.

Account number instructions
To deposit in Savings, fill in your member number only. To deposit in Checking, fill in the 12-digit number located in the middle portion of the number string at the bottom of your checks.

Expedition CU's Routing Number: 296076084

Tax Loans Available

If you need help paying your taxes, we can help. We have several loan options available to assist in covering expenses when that dreaded bill comes due. For more information and to apply for a loan, please call or visit your credit union branch office or contact us!