2023 Tax Information
It's that time of year again!
As you prepare your taxes, review this information.
Tax forms are mailed at the end of January, so please wait for them before you file your taxes. If you enrolled in eStatements and opted to receive your tax statements electronically, you can access them by logging into online banking. Click here for instructions.
Looking to print tax forms from your mobile device? Click here for instructions.
Capital Communications FCU (CAP COM) is now a division of Broadview Federal Credit Union.
TO ENSURE ACCURACY with your filing, include the new name “Broadview FCU” and/or the new Taxpayer Identification Number (TIN) as noted on your credit union tax document(s). Be sure to file your returns based on the information on your tax forms.
If you use an electronic tax filing service such as Turbo Tax, stored information from prior years may be inaccurate. Be sure to update your return with information from the tax form to avoid any complications.
You may receive multiple tax forms if you had:
- More than one account at either CAP COM, Broadview, or both
- An account and/or mortgage at both CAP COM and SEFCU Mortgage Services
- Annual dividends totaling $10 or more across the credit union
Frequently Asked Questions
CAP COM is a division of Broadview FCU.
When the total of all annual dividends earned across the credit union equals $10 or more, a 1099-INT form(s) is issued.
If you received a 1099-INT form, the dividends listed on the form(s) were reported to the IRS. According to the IRS, “You must report all taxable and tax-exempt interest on your federal income tax return, even if you don't receive a Form 1099-INT.” Please consult federal and state tax resources for further information.
No, the direct deposit information remains the same. However, it’s best to verify your direct deposit information at the time you file your taxes. You can find your account number in your online account or refer to the middle set of digits between the symbols at the bottom of your check. Learn more.
No action is necessary if the address on your tax documents isn’t your current address. File your taxes as you normally would and update your address with us as soon as possible.
Do you have further questions about the tax document(s) you received or the information provided above? Please contact our team for assistance.
