"Credit Union Moneys and Credits Tax Statement to Assessor / Confidential Report Form" - Iowa

Credit Union Moneys and Credits Tax Statement to Assessor / Confidential Report Form is a legal document that was released by the Iowa Department of Revenue - a government authority operating within Iowa.

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Credit Union Moneys and Credits Tax
Statement to Assessor / Confidential Report
Iowa Code Section 533.329
This form must be filed with your city or county assessor on or before June 1.
Assessor addresses can be found at the
Iowa State Association of Assessors Web
site.
Applicant Contact Information
PLEASE PRINT
Name:
Phone Number:
eMail:
December 31, 20
Name of Credit Union:
Address:
City, State, Zip:
SCHEDULE A - LEGAL RESERVES (See 533.303)
Balance of Legal Reserve Account:
$ _______________
Less Excess Reserves (attach calculation)
$ _______________
Required Legal Reserve Balance
$ _______________
SCHEDULE B - SPECIAL RESERVES (See 533.303)
Total Special Reserves:
$ _______________
SUM TOTAL OF LEGAL AND SPECIAL RESERVES:
$
LESS STATUTORY EXEMPTION:
$
40,000.00
AMOUNT SUBJECT TO TAX:
$
MULTIPLY BY FIVE MILL LEVY TAX RATE:
0.005
CALCULATED TAX:
$
TAX CREDIT APPLIED (Attach IA Tax Form 148, if applicable)*:
$
TAX PAYABLE:
$
I,
do testify that this is a true and complete
statement in accordance with sections 533.303 and 533.329 of the Code of Iowa, by:
Title:
Signature:
(Name and Title)
Credit Union:
Date:
Notarized by:
Date:
Date Notary Expires:
State:
* Applicable Tax Credits: See section 533.329 for a listing of applicable tax credits.
Credit Union Moneys and Credits Tax
Statement to Assessor / Confidential Report
Iowa Code Section 533.329
This form must be filed with your city or county assessor on or before June 1.
Assessor addresses can be found at the
Iowa State Association of Assessors Web
site.
Applicant Contact Information
PLEASE PRINT
Name:
Phone Number:
eMail:
December 31, 20
Name of Credit Union:
Address:
City, State, Zip:
SCHEDULE A - LEGAL RESERVES (See 533.303)
Balance of Legal Reserve Account:
$ _______________
Less Excess Reserves (attach calculation)
$ _______________
Required Legal Reserve Balance
$ _______________
SCHEDULE B - SPECIAL RESERVES (See 533.303)
Total Special Reserves:
$ _______________
SUM TOTAL OF LEGAL AND SPECIAL RESERVES:
$
LESS STATUTORY EXEMPTION:
$
40,000.00
AMOUNT SUBJECT TO TAX:
$
MULTIPLY BY FIVE MILL LEVY TAX RATE:
0.005
CALCULATED TAX:
$
TAX CREDIT APPLIED (Attach IA Tax Form 148, if applicable)*:
$
TAX PAYABLE:
$
I,
do testify that this is a true and complete
statement in accordance with sections 533.303 and 533.329 of the Code of Iowa, by:
Title:
Signature:
(Name and Title)
Credit Union:
Date:
Notarized by:
Date:
Date Notary Expires:
State:
* Applicable Tax Credits: See section 533.329 for a listing of applicable tax credits.