Tax Savings & Resources

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At JHFCU, we're dedicated to helping our members maximize their tax savings and simplify the filing process. On this page, you'll find a comprehensive FAQ section and all the essential information to utilize our exclusive partnerships with TurboTax and H&R Block. As a JHFCU member, you can access discounted services from these leading tax preparation providers, ensuring you get expert assistance while saving money. Explore our resources and start your tax journey with confidence today!

 
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File with the #1 best-selling tax software, to help you get your taxes done right, and get your maximum refund, guaranteed. And as a member, enjoy up to 20% off!

Whether you want to meet with a tax pro in-office, via drop off, or send your documents virtually, let the tax pros do the rest. H&R Block will always get your biggest possible refund, guaranteed. As a JHFCU member, you're eligible for money off of your service—up to $25 off for new H&R Block customers, and up to $10 off for returning ones. 

 

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Tax FAQs

  • Not all account holders will receive a tax form. If the amount of dividends earned or mortgage interest paid is less than $10, you will not be issued a form. 

  • If you qualify to receive a tax form, your earned dividends will be on your 1099-INT tax form. Otherwise, you may view dividends earned and/or interest paid on your December year-end statement and in online banking.

  • Forms you may be issued, depending on whether you have a share, loan or retirement account at JHFCU, include: 

    • Form 1098 – Mortgage interest paid
    • Form 1099-INT – Dividends earned
    • Form 1099-R – Retirement distributions
    • Form 1099-Q – Distributions from Coverdell Education Savings Accounts
    • Form 5498 – IRA fair market value and contributions
  • Your tax forms will be accessible online by January 31st of each year. We’ll send you an email at the address we have on file once they’re available. To view them, make sure you’re signed up for e-statements through online banking. Please remember, if you’re already enrolled in e-statements, you won’t receive a paper form. The only exception is for retirement accounts, which will be mailed to you but will also be available online.
  • Once logged into your account, press the Accounts dropdown tab, then E-Statements and Tax Forms. If you’re using our JHFCU mobile app, click the Menu button in the top left corner and scroll down until you see eStatements | Tax Forms. 
  • Tax forms are available to members for 2 years. 
  • Since contributions for the previous tax year can be made up until the tax filing deadline, the IRS 5498 form will be mailed by May 31st each year.