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New Member
posted Jun 6, 2019 2:58:26 AM

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

The statement doesn't specify a 1099-int etc etc. It's for a checking, savings, and CD.

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1 Replies
New Member
Jun 6, 2019 2:58:27 AM

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.