For the health and safety of our clients we are currently taking limited face-to-face appointments. Please reach out to your advisor to set up an appointment. If you cannot reach your advisor, please call 512-302-6863 or by email at nhall@swbc.com. If we do not answer, please leave a voicemail and we will get back to you as soon as possible. If you are unable to reach us and the matter is urgent, please call our Service Center at 866-884-2605 or email InvOperations@swbc.com.
For the health and safety of our clients we are currently taking limited face-to-face appointments. Please reach out to your advisor to set up an appointment. If you cannot reach your advisor, please call 512-302-6863 or by email at nhall@swbc.com. If we do not answer, please leave a voicemail and we will get back to you as soon as possible. If you are unable to reach us and the matter is urgent, please call our Service Center at 866-884-2605 or email InvOperations@swbc.com.
  • Home
  • About Us
    • A+ FCU Home
    • Our Financial Professionals
    • Our Process
    • Products & Services
    • Our Location
    • Access Accounts
    • Tell A Friend
  • Resources
    • Calculators
    • Webinars & Seminars
    • Newsletters
    • Glossary
    • Tax Library
  • Market Watch
    • Detailed Quotes
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolios
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Life Insurance
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us

For the health and safety of our clients we are currently taking limited face-to-face appointments. Please reach out to your advisor to set up an appointment. If you cannot reach your advisor, please call 512-302-6863 or by email at nhall@swbc.com. If we do not answer, please leave a voicemail and we will get back to you as soon as possible.

If you are unable to reach us and the matter is urgent, please call our Service Center at 866-884-2605 or email InvOperations@swbc.com.

Federal Tax Publications

As a result of the Tax Cuts and Jobs Act of 2017, it is expected that more taxpayers will take the standard deduction rather than itemizing deductions, leading to a less complex tax filing season.

You can view or print the most popular IRS publications by simply clicking on the appropriate publication number.

Federal Tax Publications
Publication Description
1Your Rights as a Tax Payer
3Armed Forces’ Tax Guide
5Your Appeal Rights and How to Prepare a Protest If You Don’t Agree
17Your Federal Income Tax (for individuals)
225Farmer’s Tax Guide
334Tax Guide for Small Business (for individuals who use Schedule C or C-EZ)
463Travel, Entertainment, Gift, and Car Expenses
501Exemptions, Standard Deductions, and Filing Information
502Medical Expenses
503Child and Dependent Care Expenses
590-AContributions to Individual Retirement Arrangements (IRAs)
590-BDistributions from Individual Retirement Arrangements (IRAs)
969Health Savings Accounts and Other Tax-Favored Health Plans
Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor. SWBC Investment Services, LLC & SWBC Investment Company are not affiliated with this institution.
 
Securities are:
  • Not NCUA/NCUSIF Insured
  • Not Guaranteed by the Credit Union
  • Not a Deposit
  • Not insured by any Federal Government Agency
  • May Lose Value
 

If you need to place a trade, please call SWBC’s home office operations department at 866.884.2605.

Supervisory Office:

John Tuohy
SWBC Investment Services, LLC
9311 San Pedro, Suite 600 • San Antonio, TX 78216
Office (toll-free): 1-866-884-2605 • Fax: 210-635-1203
InvCompliance@swbc.com

Check the background of this investment professional on FINRA's BrokerCheck.

 

 

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck