Useful Tax Tips
Where to Locate Your Metco Tax Information
- Login to Online Banking
- Select the account
- Click on the small “i” icon for your tax information.
Other Useful Tax Information:
- Members who have an Individual Retirement Account (IRA) with us can determine your IRA’s Fair Market Value for income tax time 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 will be mailed by Jan. 31, 2025, but you will only receive a 1099 if you earned $10+ interest in 2024.
- Our routing and transit number is 273973100
- Be sure to verify the information on your account(s) – address, phone number, joint members, beneficiaries, etc. If you need to make changes, for security reasons it is preferred that members stop in to the Metco branch to sign a change of address form. However, if that is inconvenient or not possible, please call us to discuss other options.
- W2 tax forms from your employer are required to be postmarked by January 31, 2025, therefore you may not receive your W2 until early February.
- Contributions can be made to IRAs through April 15, 2025 for the 2024 tax year.
- The tax filing deadline for 2024 is April 15, 2025.