Be Prepared: Common Income-Related Tax Documents
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A checklist of common documents related to income that you will need when preparing to file your taxes for last year.
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Be Prepared: Interest, Dividends and Distributions
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Discussing investments and their yields, and how these returns factor into tax preparation.
Read MoreBe Prepared: Wages, the W-2, and 1098-E Forms
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Reviewing employee wages, salaries, taxes, and other forms of compensation, and how they are reported.
Read MoreBeing a Smart Banking Consumer: Opening a Checking Account (continued)
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A final look at what is needed to open a checking account and the documents you’ll receive.
Read MoreBeing a Smart Banking Consumer: Electronic Money Movement
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Addressing digital banking basics— online banking, the Automated Clearing House System, and debit cards.
Read MoreBeing a Smart Banking Consumer: Savings Accounts
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For many people, putting money in a savings account has a certain feeling and purpose— to save money.
Read MoreBeing a Smart Banking Consumer: Bank Rights and Responsibilities
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Some of the most important responsibilities a bank has to you, the customer, are set out in the agreements you sign and/or agree to when you open an account.
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