Life can get busy, and tax season can sneak up on us before we know it. To ensure a smooth tax-filing process, it’s essential to stay organized and informed. Whether you’re a seasoned filer or new to the process, here’s a guide to help you navigate through tax preparation.
Important Documents
Make sure you have all the necessary documents on hand, including W-2s, 1099 forms from investment companies, Form W-4, Form 1098 for Mortgage Interest, and more.
Important Numbers
Double-check your social security number, routing numbers, and account numbers to avoid delays in processing your return.
- Honor Routing Number: 272484852
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Account Number: You can find your account/member number on your monthly account paper or e-statement:
- Within desktop online banking: it can be found by clicking on Member Services at the top, then eStatements.
- Within the mobile app: tap More on the bottom, then eStatements
Your Signature
Don’t forget to sign your tax return, whether you’re filing electronically or on paper. It’s a simple step that can be easily overlooked.
The Deadline To File
Mark April 15th on your calendar—the deadline for filing your 2023 taxes. If you need more time, consider filing for an extension before the deadline.
Members Enjoy a Discount
As a member of Honor Credit Union, take advantage of special discounts on tax preparation services like TurboTax and H&R Block.
Score a Discount: See the special tax discounts available to all members
File Your Taxes Safely
- File Early: Reduce the risk of identity theft by filing your taxes as soon as possible.
- Use Trusted Services: Opt for reputable tax filing services that prioritize data security.
- Beware of Fraud: Stay vigilant against phishing scams, especially targeting vulnerable groups like the elderly.
- Stay Safe Online: Visit our Security Center for online cyber security tips
When In Doubt, Ask For Help
If you’re unsure about any aspect of your taxes, don’t hesitate to ask for assistance from a tax professional. It’s better to ask for help than risk errors or missed opportunities.
Tax season doesn’t have to be overwhelming. With careful preparation and attention to detail, you can tackle your taxes confidently and efficiently. So grab your documents, a cup of coffee, and let’s get started on filing your taxes with ease!
Honor Tax Prep Guide
Helpful tips to find important tax documents, how to deposit your refund check, how to access your funds early, and much more!
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