2023年税务信息- plus an exclusive TurboTax discount
It’s tax time, and Patelco is here to help. We’re making your tax documents available online, plus answering your most popular tax questions.
Find your tax documents in Patelco在线™
1099-INT statements will be ready by January 31, 2024 (or earlier if you get an email telling you that your tax documents are ready).
Only members who earned more than $10 in interest with Patelco during 2023 will receive a 1099-INT statement from Patelco for 2023. As a reminder, Patelco’s Payer ID number is 94-0755684.
If you are receiving a 1099-INT statement, on January 31, 2024, log in to Patelco在线™ and tap or click on the account that earned interest. 选择 语句 & 文档 选项卡, and then look in the middle of the page for the 税务报告 选项卡. (You will only receive a 1099-INT statement if you earned $10 or more in interest with Patelco during 2023.)
If you're looking for tax documents besides 1099-INT statements, check out our updated 税务时间常见问题.
获得TurboTax折扣
As a Patelco member, you get an exclusive discount with TurboTax — 现在就享受折扣.
更多的问题?
For questions about everything from refund checks to direct deposit, refer to our updated 税务时间常见问题.