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    MemberSource Credit Union

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  • IRS Tax Form Information

    2022 Tax Forms Available

    All tax documents for deposit or loan accounts are currently available. For deposit accounts, if your account did not earn at least $10 or more in dividends for 2022, a tax form is not generated. To get the number you need for tax filing purposes, look on your December 31 account statement under the heading YEAR TO DATE Total Dividends for 2022. 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 that displays Account Statement and 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 were 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 financial information in your correspondence.

    Home >> IRS Tax Form Information
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    713-627-4000
    10100 Richmond Ave.
    Houston, Texas 77042
    Routing/Transit No: 313084904

    MemberSource Credit Union is committed to serving all persons within its field of membership, including those with disabilities. We strive to make not only our physical branches accessible, but also to conform to WCAG 2.0 guidelines for website accessibility. Our efforts are ongoing including frequent testing and updates to improve accessibility. Should you have any problems accessing our branches or website, please call us at 713.627.4000 so we may promptly assist you and remedy any accessibility concerns.

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