Tax season will soon be upon us, and we want you to know where to locate your 2024 tax information from Metrum Credit Union. All of the details are below, but don’t hesitate to call or email us if you have questions.
2024 Tax Information
- Login to Online Banking
- Click on “Member Services”
- Then click on “Dividend/Interest Summary”
Or, in our mobile app, click on the “More” tab and then “Dividend/Interest Summary.”
Other Helpful Year-End Reminders
- Members who have an IRA with us can determine your IRA’s Fair Market Value by totaling your IRA account balances as of Dec. 31, 2024. That information can be found on your year-end statement, or by logging in to Online Banking.
- 1098 mortgage interest forms will be mailed by Jan. 31, 2025, but you will only receive a 1098 if you paid $600+ in mortgage interest in 2024.
- 1099 forms were included in your December 2024 statement, but you will only receive a 1099 if you earned $10+ interest in 2024.
- Contributions can be made to IRAs through April 15, 2025 for the 2024 tax year.
- All eligible Colorado residents will receive a TABOR refund when their 2024 taxes are filed.
- If you receive a tax or TABOR refund, we recommend using at least a portion of that refund to pay down debt, or watch your money grow by investing in an IRA or Certificate of Deposit (CD).
- Our routing and transit number is 302075555
- Be sure to verify the information on your account(s) – address, phone number, joint members, beneficiaries, etc. If you need to make changes, simply login to Online Banking and click on the drop down next to your name. For account changes, please stop into our Centennial branch.