Tax Info
Helpful info during tax time
- All tax forms are issued by Jan. 31st
- Receive your tax refund via direct deposit
- Discounts from TurboTax and H&R Block
Get Ready for Tax Time!
Helpful info for filing your taxes
Tax season doesn't have to be stressful for Adventure Credit Union members in Grand Rapids and Lansing. See our helpful information below and breathe easy!
Adventure’s Routing & Transit # is 272480432.
When setting up direct deposit, please be sure to use a 12-digit account number format. Add a zero to the end of your account number, then add enough leading zeroes to make it a total of 12 digits. For example:
- An account number of 12345 would be formatted as 000000123450.
- An account number of 12340 would be formatted as 000000123400.
All tax forms are required to be postmarked or posted online by January 31st, 2024. This includes:
- 1098 Mortgage Interest Statements
- 1098 HELOC
- 1099-INT
- IRA and HSA tax forms
Please Note: 1099’s are only issued if the year-to-date interest earned is greater than $10. However, your year-to-date interest amount is always disclosed on your monthly account statements.
With eStatements, you can elect to receive and review your tax statements and certain notices electronically.
1098 forms will be issued for mortgages and home equity loans when interest paid exceeds $600.
1098 Mortgage Interest Statements will be mailed by January 31st. Please wait until after this time to reach out to us as we will not have any information available prior to the statements being mailed. If not received by February 10th, please contact Mortgage Servicing at (800) 323-2129 x2012 or [email protected]
Get the tax help you need and special member savings with TurboTax and H&R Block.
- Members can save up to 20% on TurboTax federal products
- New clients save $25 on H&R Block in-office tax prep services.
Visit Love My Credit Union Rewards for TurboTax and H&R Block offer details and disclaimers.
Helpful Resources
Frequently Asked Question
Members who earned at least $10 in interest or paid at least $600 in home or business loan interest for the year will receive tax documents from the credit union.
If you are enrolled in eStatements, you can find your tax documents by logging into your online banking and selecting Statements.
Tax documents are mailed or made available online by Jan. 31 for the most recent tax year.