Make Tax-Time Less Taxing
02/02/2024
By: First Harvest Credit Union
The 2024 tax filing season has begun. The Internal Revenue Service started accepting and processing federal individual tax returns on January 29, 2024. For most taxpayers, the deadline to file a 2023 tax return and pay any tax owed is Monday, April 15, 2024. Taxpayers living in Maine or Massachusetts have until April 17, 2024.
Whether you prepare your own return or take advantage of our discounts on convenient tax services like TurboTax and H&R Block, consider the tips below to help ensure your refund reaches your First Harvest account as promptly as possible.
- Confirm the name used on your tax return matches the name used on your account. Mismatched information may prevent your refund from being deposited into your account.
- Before filing your return, verify your account number and the corresponding account type (savings, checking, etc.) you wish to have your refund deposited into are correct. Members can view their full account number under the “Account Information” link within Online Banking.
- Use resources such as “Where’s My Refund” available at IRS.gov, to track the status of your refund. State refunds can be tracked at state.nj.us/treasury/taxation in New Jersey, and at mypath.pa.gov in Pennsylvania.
First Harvest Tax Form Information
IRS Form 1098 (Mortgage Interest Statement):
- For members expecting to receive this form, physical copies of the form were mailed in January 2024 to the address we have on file.
- Please note, if your mortgage loan interest paid in 2023 is less than $600, you will not receive a 1098 Mortgage Interest Statement from First Harvest.
IRS Form 1099INT (Dividend Earnings):
- For members expecting to receive this form, physical copies of the form were mailed in January 2024 to the address we have on file.
- Members with deposit accounts that earned less than $10 in interest income will not receive a 1099INT tax form from First Harvest.
If you are expecting to receive any of the above tax forms from First Harvest but have not received them to date, please Connect With Us for a replacement copy.