Get Financially Fit! | How to Use Your Tax Refund

TurboTax® has put together an article that address how to spend, save, or stretch your tax refund.

If you are receiving a tax refund this year, how do you plan to use it?

Read Full Article.

America Saves Week 2016 | Daily Savings Focus: Saving at Tax Time

Friday, February 26: Save at Tax Time

Saving a portion of your tax refund can be a big step toward meeting your savings goals. This tax season, get ahead of your financial goals by splitting your tax refund into savings, and reward yourself with SaveYourRefund.

More tax savings strategies.

Get Financially Fit! | Tax-Return Identity Theft

TurboTax® has compiled 10 steps to avoiding tax-return identity theft.

1. Leave Your Social Security Card Home
2. Keep Your SSN Private
3. Make Your Passwords Work for You
4. Protect Against Computer Spam and Viruses
5. Keep Financial Information Private
6. Beware of Phishing
7. Shred Bank and Tax Documents
8. Reduce Credit Card Solicitations
9. Keep On Top of Data Breaches
10. Lock Up Your Mailbox

For more information or to read the article in full, click here.

Get Financially Fit! | SaveYourRefund

Tax season is here! Are you expecting a refund? Do you plan to save a portion? Each year during tax time, tax filers receiving a refund have an opportunity to set aside savings. Many Americans do not realize that the IRS has created a specific form built right into the tax filing process that enables all American tax filers to automatically save a portion of their tax refund with one simple step. Form 8888 enables this seamless and near universal opportunity to save.

Tax Forms on WESTconsin Online

Tax time is upon us! eStatement Users will receive an email notice from WESTconsin when their end-of-year tax forms are available to view/print within WESTconsin online. Click Additional Services, select eDocuments and then click on the Tax Form tab. Members who have not registered to receive eStatements will continue to receive their end-of-year tax forms in the mail.

Get Financially Fit! | Tax Savings Strategies

U.S. News and World Report recently featured an article written by Lisa Greene-Lewis, certified public accountant and TurboTax® tax expert. Greene-Lewis' article is entitled, "10 Tax Savings Strategies for 2016." Below is an excerpt and a link to the full article.

Whether you had a good year or a not-so-good year, from a tax perspective, the beginning of a new year is the best time to reflect on your previous year and make smart, attainable tax moves so you are better prepared when it comes time to file your taxes. 

Here are 10 easy tax savings strategies to help you save money in the new year.

Read Full Article