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Tax Information

It's Tax Time! In order to best serve our members during the upcoming tax season, we've compiled some commonly requested information.

Tax Forms

Form Name Received For Mailed By Online
1098 Home Equity or Mortgage loan interest paid January 31st
1099-S Gross proceeds from the sale or exchange of real estate January 31st
1099-Int Dividends earned on deposit accounts January 31st
1099-R IRA distributions January 31st  
1099-SA HSA distributions January 31st  
1099-Q Coverdell Education Savings account distributions January 31st  
5498 IRA contributions and rollovers May 31st  
5498-SA HSA contributions and rollovers May 31st  
5498-ESA Coverdell Educational Savings account contributions and rollovers May 31st  
  • If total interest on your mortgage(s) in 2016 is less than $100, a 1098 will not be issued.
  • If total dividends on your account(s) in 2016 is less than $10, a 1099 will not be issued.
  • Your December 2016 statement provides the total mortgage interest paid and dividends earned year to date (YTD).

Direct Deposit Refunds

Two pieces of information are needed to set up Direct Deposit into your Landmark account for your tax refund.

  1. Routing Number: 275079714
  2. Account Number
  3. Location of your account number:
    • Online Banking
      1. Log into Online Banking
      2. Click on the account name listed under My Accounts (left hand column)
      3. Click on See account details (right hand column)
      4. The ACH number is your account number for direct deposit
    • Your printed checks
      1. Refer to the numbers across the bottom of the check
      2. From left to right, locate the routing number, 275079714
      3. Your account number will be the next set of 10 digits to the right of the routing number
    • General Format (not in all cases*)
      1. Your account number generally is your membership number followed by the sub-account suffix in a two digit format.
      2. Example:
      3. Member Number: 1234567
      4. Checking Sub-Account Number: 2
      5. Account number: 123456702
      6. * All merger and business accounts should only use the Online Banking or printed check options above. 

Turbo Tax

Available inside of Online Banking

  • Log into Online Banking
  • Choose Manage Money
  • Click My Turbo Tax

Estimated Pricing*

TurboTax Online Pricing
(no changes to desktop download prices)
Prices subject to change.  
 Dec '16- March March - Oct '17 
TurboTax Online Federal Products
 
Federal Free Edition $0.00 $0.00
Deluxe $29.99 $54.99 
Premier $44.99 $79.99
Self-Employed  $74.99  $104.99 
TurboTax Online State Products
 
Free Edition $0.00 $29.99 
Deluxe, Premier,Self-Employed $36.99
$39.99 

*Try for Free/Pay When You File: TurboTax online and mobile pricing is based on your tax situation and varies by product. Free 1040EZ/A + Free State offer only available with TurboTax Federal Free Edition; Offer may change or end at any time without notice. Actual prices are determined at the time of print or efile and are subject o change without notice. Special discount offers may not be valid for mobile in-app purchases. Pay for TurboTax out of your federal refund: A $34.99 Refund Processing Service fee applies to this payment method. Prices are subject to change without notice.


VITA Sites (Volunteer Income Tax Assistance)

Free VITA tax preparation service, sponsored by AARP, is available to those with an annual household income of less than $54,000.

One Landmark site is available, and appointments are required:

  • 2400 N. Grandview Blvd. - Waukesha - Tuesdays & Thursdays 9:30a.m. - 1:30 p.m.
    • Please call (262) 796-4500 after January 16, 2017 to schedule an appointment.