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Level 1
June 6, 2019
Question

I have a Navy Federal Credit Union "Combined Tax Information" letter but where do i input this information on my tax return?

  • June 6, 2019
  • 1 reply
  • 2 views
The statement doesn't specify a 1099-int etc etc. It's for a checking, savings, and CD.

1 reply

June 6, 2019

If the information is only for interest earned on checking, savings, and CD accounts, treat it just like a Form 1099-INT.

If you have your home mortgage or home equity loan with Navy Federal, treat that portion of the letter like a Form 1098.