Tax Time Financial Checklist

Make the most of this tax season. Review your Tax Time Financial Checklist.

Tax time is important. Many people get their single largest payment of the year through their tax refund. Maximize the financial impact of this tax season by taking time to complete your Tax Time Financial Checklist by accessing these important financial products and services.
 

  •  Have an affordable bank account
  •  Get your tax refund by direct deposit
  •  Contact 211 to find locally available resources, including free financial coaching

 

Open an Affordable Bank Account

Open a safe and affordable bank account to receive your tax refund by direct deposit, which is free and faster than a check. If you don’t already have a bank account, we recommend opening an account that is certified to meet the Bank On National Account Standards. These accounts take the stress out of banking by charging only $5 or less per month with no overdraft or insufficient fund fees, and include convenient features like Bill Pay or free checks you can use to help pay rent and other bills without using expensive money orders. These accounts are also great options for anyone with a limited or challenging banking history.


You can review the full list of available Bank On certified accounts you can open online here.

Unsure how to open a bank account? Check out United Way’s My Smart Money guide to getting a bank account for easy-to-follow instructions.

 

Contact 211 to find locally available resources and services

Millions of Americans contact 211 every year to find help with food, housing, healthcare, financial coaching, and more. If you need support beyond the resources listed on this page, call 211 or visit 211.org to find the resources and services that are available to you.