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Monday Messages

Tax Support, Solutions, and Savings for Our Members

Whether you’re preparing your own taxes or handing off your documents to a professional the first step is to collect your tax forms, so you aren’t scrambling once you start the process. Here are the most pertinent documents and information you’ll need:

  • Your social security number or tax ID number, along with your spouse’s information
  • Any employment and/or investment income documents in 2021 such as a W-2, 1099, 1099-INT, 1099-R, etc.
    • You will not receive a 1099 if you earned less than $10 in interest/dividends during 2021.
    • All WyHy tax documents are available in Home/Mobile Banking.
      • E-statements – Statements – View Statements – Tax Statements
  • Forms for deductions such as mortgage interest, student loan interest, charitable donations, or education costs
  • Any forms regarding stimulus payments issued to you
  • Your account number and routing number to receive your refund by direct deposit (The fastest and safest method!
    • WyHy Routing = 307086691    Prior Green River Basin Routing = 302386778
    • Refer to a recent statement for your account #.

Once you have this information ensuring your tax return doesn’t fall into the wrong hands is the next step. File your taxes securely (and quickly) with programs such as TurboTax or get help from an H&R Block tax pro, to get your biggest possible refund. Plus, as a member of WyHy Federal Credit Union, you get special savings. File your way and save today! 

If you’re receiving a refund, make sure you review your options before you head out to purchase that big screen TV.

  • Would you be best served to pay down debt or put some in savings?
  • Would eliminating your biggest payments or highest rate loans help your budget?

Your friends at WyHy can also review our many money-saving options with you.  

  • If you need a loan or have a loan at another lender, we can certainly help.  We could lower the interest rate you have on a loan from another financial institution or car dealership and save you money.  A lower rate means a lower payment and that helps your budgeting all year long.  
  • Are you paying a high-rate credit card that never seems to decrease?  We can help with that, too. Talk to one of our friendly loan officers today about our unique credit card options.
  • WyHy currently has NO-FEE Home Equity loans where you can fix your low interest rate and borrow against the equity in your home - a great option as we hear news of rates increasing and the continuing of the current rampant inflation!  

And don’t forget to make your 2021 IRA contribution BEFORE you file your federal taxes in order to benefit from this investment vehicle.

Go online at www.WyHy.org, give us a call at (800) 442-2392, or stop in any branch and talk to us.  Like we say, We’re with you.