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: 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: Opening a Checking Account
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Reviewing what is needed to open a checking account, and some of the documents you’ll receive when you do.
Read MoreBeing a Smart Banking Consumer: Checking Terminology and 7 Important Rules
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Discussing important terminology and checking account rules the bank follows.
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: Checking Accounts
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Every bank has different names for checking accounts, but generally, they are all basically limited to a few specific types.
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.
Read MoreBeing a Smart Banking Consumer: An Introduction to Banking
/The more information you have about why and how banks do what they do, the better consumer you can be.
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