IRS Tax information

Frequently Asked Questions

Listed below are some of the most frequent questions we get from members during tax season

Tax FAQs

Sign in to your account from a browser and click on the Account Services tab, then select Tax Information.

You can change your address by visiting any branch, or by calling the Member Service Center 24/7/365 at 800-525-9094.

You can access your documents online at any time with no fees. See the Schedule of Service Fees for fees for printed documents.

You can review your withholdings by logging into your Payroll Account or checking your pay stub. Monitoring this helps you maximize your financial opportunities and minimize surprises during tax filing periods. Remember to utilize tools like the IRS's Tax Withholding Estimator for accuracy.

A knowledgeable local tax professional will navigate both state and local requirements. They can also provide valuable insights on deductions and credits specific to your area. Regular consultations will keep you informed on any changes that may affect your tax situation.

Kickstart Your Financial Health During Tax Season

Tax season is a great time to check in on your financial health and set yourself up for success in the coming year. While you're gathering your documents and looking at your income and expenses, take a moment to see where you can cut back on spending, save more, or invest smarter.

It's also a good time to set new financial goals, like paying off debt, building an emergency fund, or boosting your retirement savings. By being proactive now, you can create a solid plan that helps you reach your long-term goals and feel more secure about your financial future.

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