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Yes. All members who have enrolled in Free Online Banking have access to electronic tax forms. Simply log in to Free Online Banking and click the Tax Forms tab. Applicable tax forms that are available to you will appear in the drop-down menu. If you log in after tax forms are available for the prior year (generally in late January) and receive the message “No tax documents available,” then your situation did not cause a tax form to be generated for the prior year.
Note: 1099 MISC forms are not available online at this time, so if your situation generated a 1099 MISC, it will be mailed to you.
2023 tax forms mailed January 17, 2024.
Tax forms will be available by January 31 but possibly sooner. We will update this page and post an announcement on our home page when they are available.
The IRS allows direct deposit as a convenient way to accept your tax return. Whether you file by yourself or hire a tax preparer, you’ll need to have your MIDFLORIDA Credit Union account and routing numbers handy to set up direct deposit for your tax refund. MIDFLORIDA's routing number is 263179804.
There are a couple of ways to find your full account number:
A 1099 is used for sources of income other than salary and wages, and it’s important to note that not all 1099 forms are the same. While a 1099-INT form is used for reporting interest income, a 1099-MISC is used for just that…miscellaneous income.
These forms are generated for our members only if the following income criteria are met:
As a convenience for our business members, the interest paid on all business loans is reported to the IRS. The term “mortgage interest” is listed on the 1098 and includes any interest paid on a business loan for the prior year that totals $600 or more. This may include any real estate taxes if you had an escrow account with us.
The 1098 is issued to the Tax-Reported Owner of the account.
Note: Online tax forms are not available within Premier Treasury Online Banking.