Banking
Borrowing
Planning
Learning
Membership
  • ABA/Routing # 311992904
  • Locations
  • Contact Us
  • About Us
  • Rates
  • Forms
    • {{ result }}

welcome to online banking

* Required
* Required
Forgot Password Enroll in Online Banking Enroll in Business Online Banking
Banking
Checking Accounts Savings Accounts Credit Cards Small Business Banking
Mobile & Online Banking
Borrowing
Auto Loans Home Loans Personal Loans Student Lending Small Business Loans
Planning
Financial & Retirement Planning Protect Your Family & Assets
The Navigator Financial Calculators
Learning
Personal Financial Wellness Blog
Membership
Join Now Why Join? Benefits Events Member Stories Offers
  • Need to pay a friend?

    Use Send Money to transfer funds from your checking account.

    Learn more.
    • {{ result }}

    Banking

    Banking
    Checking Accounts Savings Accounts Credit Cards Small Business Banking
    Mobile & Online Banking

    Borrowing

    Borrowing
    Auto Loans Home Loans Personal Loans Student Lending Small Business Loans

    Planning

    Planning
    Financial & Retirement Planning Protect Your Family & Assets
    The Navigator Financial Calculators

    Learning

    Learning
    Personal Financial Wellness Blog

    Membership

    Membership
    Join Now Why Join? Benefits Events Member Stories Offers

    • ABA/Routing # 311992904
    • Locations
    • Contact Us
    • About Us
    • Rates
    • Forms

    welcome to online banking

    * Required
    * Required
    Forgot Password | Enroll in Online Banking
    1. Home
    2. Blog
    3. It's Time to Talk Taxes
    Smart Tips, Financial Wellness

    It's time to talk taxes

    01/03/2022

    New year, new me. That might mean getting prepared when it comes to financial responsibilities. One thing each of-age American has in common is taxes. As April 15 approaches, one of the easiest things you can do is set aside a folder for paperwork and forms that will be coming in – either electronically or through the mail – over the next few months.

    Here’s a simple checklist of forms and tax considerations to make sure you have before you file:

    • W-2 forms from your employer(s)
    • 1099 forms from any freelance or freelance clients
    • IRS Notice 1444 that details how much you received as a stimulus payment — also known as the economic impact payment (EIP) — from the federal government
    • Forms from the Credit Union and any other financial institution that show interest and dividend income (forms 1099-INT, 1099-OID or 1099-DIV)
    • Form 1099-R for income and disbursements from annuities, pensions and individual retirement accounts
    • Form 1040-ES that details estimated tax payments made
    • Form 1098, which shows mortgage interest paid
    • Form 1099-G that shows any unemployment payments you got
    • Form SSA-1099, which includes all Social Security income you made

    Not every individual will receive every form on this list, but it’s good to plan ahead and keep an eye out for these important documents as they come in. Being prepared can lead to a stress-free tax season.

     

    PLEASE NOTE: All Credit Union tax forms will be available online (or will be postmarked) by Jan. 31, 2022.

     

     

    About the Author
    Karen J. Bannan
    ,

    Share:

    Related Posts

    • Busting the Biggest Money Myths
    • ZELLE IS MAKING CHANGES FOR USERS
    • Navigating the New World of Real Estate
    • What's your best Financial Advice
    • Adapting to Dynamic Price Surges

    Related Posts

    • Busting the Biggest Money Myths
    • ZELLE IS MAKING CHANGES FOR USERS
    • Navigating the New World of Real Estate
    • What's your best Financial Advice
    • Adapting to Dynamic Price Surges

    ABA / Routing # 311992904

    • Online Privacy Policy
    • Privacy Notice
    • Website Accessibility

    Questions?

    Chat Hrs:
    Monday - Saturday, 8 a.m. - 5 p.m., CDT

    (800) 533-0035 within the U.S.

    (817) 952-4500 Outside USA, Canada, Puerto Rico & U.S. Virgin Islands


    American Airlines Federal Credit Union 2025 | American Airlines Credit Union and the Flight Symbol are marks of American Airlines, Inc. If you are using a screen reader and are having problems using this website, please call (800) 533-0035 for assistance. Equal Housing Lender
    Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. NCUA, National Credit Union Administration, a U.S. Government Agency.

    Let's Connect:

    • Online Privacy Policy
    • Privacy Notice
    • Website Accessibility

    Questions?

    Chat Hrs:
    Monday - Saturday, 8 a.m. - 5 p.m., CDT

    (800) 533-0035 within the U.S.

    (817) 952-4500 Outside USA, Canada, Puerto Rico & U.S. Virgin Islands

    ABA / Routing # 311992904


    Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government. NCUA, National Credit Union Administration, a U.S. Government Agency.

    Let's Connect:

    American Airlines Federal Credit Union 2025 | American Airlines Credit Union and the Flight Symbol are marks of American Airlines, Inc. If you are using a screen reader and are having problems using this website, please call (800) 533-0035 for assistance. Equal Housing Lender
    ["aacu01mstrt9x16inte.dxcloud.episerver.net","integration.aacreditunion.org","aacu01mstrt9x16prep.dxcloud.episerver.net","preprod.aacreditunion.org","www.aacreditunion.org","apply.aacreditunion.org","online.aacreditunion.org","centsmag.aacreditunion.org","centsmagazine.com","jobs.aa.com","myaccount.iconnect2invest.com","navigator.aacreditunion.org","www2.iraservicecenter.com","aacreditunion.studentchoice.org","www.igrad.com","www.homeloaans.org","calclinks.aacreditunion.org","app.loanspq.com","www.cvent.com","prod.aacreditunion.org","www.docusign.net","applynow.aacreditunion.org","cvent.me","join.aacreditunion.org","mailto:AACadet@AACreditUnion.org","aacreditunion.formstack.com","cents-mag.com","www.cents-mag.com","www.centsmagazine.com","aacu02mstru2p99prod.dxcloud.episerver.net"]

    YOU ARE NOW LEAVING THE CREDIT UNION WEBSITE

    You are about to visit a site operated by a third party. The Credit Union does not provide and is not responsible for the product, service, overall website content, security, privacy policies or software downloads for any external third- party sites.