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: Pensions, Annuities, and Social Security
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Discussing regular payments made through pensions and annuities, as well as social security benefits, as they relate to tax preparation.
Read MoreBe 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 MoreBe Prepared: Dependents
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Claiming dependents on your tax return can earn you exemptions and save you money.
Read MoreBe Prepared: Standard Deductions
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The Standard Deduction is subtracted from your income, which may lower the amount of taxes you owe.
Read MoreBe Prepared: The 1040 Form & Filing Status
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Being prepared to do your taxes can save you time and money. An introduction to the 1040 tax form.
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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