2024 Tax Forms Available
All 2024 tax documents for deposit or loan accounts are currently available. For deposit accounts, a tax form is generated only if your account earned at least $10 or more in dividends for 2024. If this minimum was not met, you may get the amount you need for tax filing purposes on your December 31 account statement under the heading YEAR TO DATE Total Dividends for 2024. If earned, total dividends will be listed there.
If you have e-statements:
If you currently receive e-statements, your tax forms are available in Online Banking where you access your e-statements. Click on the Document Type box (left side near top) that displays Account Statement and click the down arrow to select Tax Forms in the drop down menu. (If you need a refresher on accessing e-statements, log into online banking and click on the Online Statements link under Services.)
If you have paper statements:
If you currently receive paper statements, your tax forms have been mailed to the address we currently have on file.
If you need assistance we are here to help. Contact us at web.msc@membersourcecu.org, through the Contact Us link on our website, or call us at 713.627.4000 Mon-Fri 9am to 5pm or Sat 9am to 1pm. Remember to not include your personal financial information in your correspondence.
