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Credit Union Clients Area.

Tax Form Processing
Tax Year 2007 Information
Personix tax year 2007 tax form processing instructions and information.
 
Tax Year 2007 Forms
The following IRS forms are available as PDF files. Click the form name to open it.
(Requires Adobe Acrobat Reader be installed on your computer to view/print. See link below to download the reader.)
PDF File Form U5498-FMV
2007 IRA Contribution Information Fair Market Value Report (1 page - 82K)
PDF File Form 5498-ESA
Coverdell ESA Contribution Information(1 page - 89K)
PDF File Form 1099-R
Distributions From Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs, Insurance Contracts, etc. (2 pages - 148K)
PDF File Form 1099-MISC
Miscellaneous Income (2 pages - 86K)
PDF File Form 1098-E
Student Loan Interest Statement (1 page -104K)
PDF File Form 1099-S
Proceeds From Real Estate Transactions (1 page - 495K)
PDF File Form 1099-OID
Original Issue Discount (1 page - 90K)
PDF File Form 1099-C
Cancellation of Debt (1 page - 132K)
PDF File Form 1099-B
Proceeds From Broker and Barter Exchange Transactions (2 pages - 202K)
PDF File Form 1098
Mortgage Interest Statement (1 page - 145K)
PDF File Form 5498
IRA Contribution Information (1 page - 93K)
PDF File Form 1099-INT
Interest Income (1 page - 74K)
PDF File Form 1099-Q
Payments From Qualified Education Programs(1 page - 144K)
PDF File Form 1099-SA
Distributions From an HSA, Archer MSA, or Medicare Advantage MSA(1 page - 116K)
PDF File Form W-2
Wage and Tax statement(3 pages - 3,739K)
PDF File Form 1042-S
Foreign Person's U.S. Source Income Subject to Withholding(3 pages - 495K)
PDF File Form 5498-SA
HSA, Archer MSA, or Medicare Advantage MSA Information(1 page - 145K)

File Naming
Statement And Notice File Naming Conventions
How to name the statement files you send to Personix for processing.

Tax Form File Naming Conventions
How to name the tax form files you send to Personix.

Client Forms
The following client forms are available as PDF files. Click the form name to open it.
(Requires Adobe Acrobat Reader be installed on your computer to view/print. See link below to download the reader.)
PDF File Insert Specifications (1 page - 17K)
PDF File On-Line Fax Back Form (1 page - 26K)
PDF File In-House Fax Back Form (1 page - 28K)

Get Acrobat Reader

For data processing or transmission problems after hours at month end, call (206) 255-3171.