By: Stella Katsipoutis
After the financial whirlwind of the holidays, tax season always seems to sneak up on us as one of the most dreaded times of the year. No matter how many times you’ve been through it, it’s still so easy to feel nervous when you’re faced with the inevitable responsibility of properly and promptly filing your annual taxes. But the truth is that doing taxes doesn’t have to be such a scary experience. To help make your tax season less stressful and more successful, VyStar and TurboTax have joined forces to bring you these four tips for getting your taxes done right—without breaking a sweat.
When you have all of your receipts and other financial records in order, the tax filing process goes a lot smoother—saving you a great deal of time, money and stress. If you haven’t done so already throughout the year, the best place to start off your tax season is to go through your paperwork and use an organizational system you’re comfortable with to sort it all out. Find what works best for you, whether it’s physically filing away the documents you’ve been collecting all year in labeled folders or creating a digital record where you can track everything. The sooner you have the necessary information ready, the sooner you can get started on meeting the April 18th filing deadline. This is also a great time to get your filing system for next tax season up and running.
Another quick tip before you file: Consider the option of having the IRS send your tax refund electronically as a direct deposit to your VyStar account. Direct deposit is the safest and easiest way to receive your tax refund—no worrying about your check getting lost in the mail and potentially exposing your personal information. If you decide to set up an electronic transaction when you do file, use your entire account number (on your account statement or at the bottom of your checks) as well as VyStar’s routing number (263079276).
If you’re filing your own taxes, it is of utmost importance to do so with a program that is safe and user-friendly. TurboTax® Online is an easy, accurate and secure way of doing your taxes, plus it helps you get the maximum refund possible. The program translates taxes into simple questions about your life, so you don’t need tax knowledge— or an appointment—to properly file your taxes. Now you can prepare, plan and file tax returns by accessing TurboTax directly from www.vystarcu.org, and you also have the support of live, on-screen experts to answer any questions you might have.
You don’t have to wait for your tax return to arrive in the mail before you can start seeing dollar signs add up. You can save extra cash before you even start filing! As a VyStar member, you can get up to $20 off TurboTax federal products,* and many more member discounts are available to you through the Love My Credit Union Rewards program. Members have saved nearly $2 billion with exclusive offers from trusted retailers such as Sprint, ADT®, TruStage® and more. Simply go to www.lovemycreditunion.org for more information about how you can start reaping the benefits.
To learn more about how VyStar and TurboTax can help you get your taxes done right, please feel free to stop by any VyStar branch or give us a call at (904) 777-6000 or 1 (800) 445-6289.
*State filing charges apply. Limited time offer for TurboTax 2016. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. Intuit, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries. Other parties’ trademarks or service marks are the property of their respective owners. Visit http://turbotax.intuit.com/lp/yoy/guarantees.jsp for TurboTax product guarantees and other important information.
The content provided in this blog consists of the opinions and ideas of the author alone and should be used for informational purposes only. VyStar Credit Union disclaims any liability for decisions you make based on the information provided.