Tax Information Report - 1099/1098

Screen ID: 

Screen Title: 

Panel Number:

Report Name:

images\kb_closed_shg.gif

LTAX-01

List Tax File Information

893

LTAX1, LTAX2

images\893g_shg.gif
Click here to magnify

 

Access this screen by selecting Tool #1014: 1099/1098 Tax Information Report.

This report displays information from your credit union's tax file, to be used when verifying tax information for reporting to members and the IRS. Three reports are available: one for 1099-INT information, one for 1099-R information, and another for 1098 information. You can even print the report for a single Social Security number, if you need to check on a certain member's information.

For complete information on when to print this report and how to update data in your tax file, refer to the current Year-End Processing Guide, available on our website:

 https://www.cuanswers.com/resources/doc/cubase-reference/

Report Sample

Sample 1099-INT Tax Information Report

images\954rpt-1099int_shg.gif

Sample 1098 Tax Information Report

images\954rpt-1098_shg.gif

 

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#LTAX-01.htm