Preparing for Tax Season

Preparing for Tax Season with DCCU

Tax season is here and DCCU wants to help you prepare by answering some frequently asked questions:

Q: When will I receive my tax information from DCCU?
A: DCCU’s 2016 tax documents will available within Online Banking or mailed via US mail by January 25th.

Q: Where do I find my tax statement in Online Banking?
A: Login to Online Banking click Documents, located on the right. Your tax statement will be located in the eNotices section by January 25th.

Q: What is DCCU’s routing number?
A: DCCU’s routing number is 251483311.

Q: What’s my account number?
A: Your account number can be found by logging into Online Banking and clicking the account nickname under My Deposits. Your account number is shown in the Account History section.

Q: Where can I find Direct Deposit information?
A: Direct Deposit information can be found within Online Banking or the Mobile App. After logging in to Online Banking, click Account Nickname and under Account Details there is a button that says Show Direct Deposit Information. From the Mobile App, tap Alerts and Settings to find a link to Direct Deposit information.

Q: When will I receive my refund by Direct Deposit?
A: DCCU can help alert you when your refund has been deposited through the balance alert feature. Log in to Online Banking then click Alerts & Settings, then Manage Alerts, then Add/Edit a New Alert. Online Banking also allows you to see pending deposits by clicking Account Activity and viewing the Pending Transactions section.

Q: Will I receive a 1099-INT form?
A: If your account earned $10 or more in dividends in 2016, a 1099-INT form will be issued for your account by mail or within Online Banking. You can access this form online by logging in to Online Banking, clicking Documents, located on the right. Your 1099-INT form should be located in the eNotices section. If you didn’t receive a 1099-INT form, it is likely that your account earned less than $10 in 2016. You can double check the amount of interest you earned in 2016 by viewing your December 2016 statement.

Q: Will I receive a 1098 form?
A: If you hold a mortgage or a Home Equity Line of Credit with DCCU, a 1098 form for 2016 will soon be available in Online Banking or mailed. You can access this form online by logging in to Online Banking, clicking Documents, located on the right. Your 1098 form should be located in the eNotices section. If you didn’t receive a 1098 form, it is likely that you paid less than $10 in interest expense in 2016. You can double check the amount of interest you paid in 2016 by viewing your December 2016 statement.

Q: Are there any tax preparation discounts for DCCU members?
A: DCCU has teamed up with Turbo Tax to save you up to $5 on the Federal Deluxe Turbo Tax online product. Turbo Tax guarantees 100% accurate calculations and your maximum refund. Learn more here.

Q: Does DCCU support Quicken and Quickbooks?
A: Yes, DCCU supports the following versions:

  • 2016 – Mac & Windows
  • 2015 – Mac & Windows
  • 2014 – Mac & Windows

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