GETTING STARTED

Not sure if you need to file?

Check out the Do I Need To File A Tax Return? tool from the IRS, designed to help you determine if you’re required to file a federal tax return or if you should file to receive a refund.

What do I need to file?

TurboTax® has put together a Tax Preparation Checklist to help you while preparing your federal tax return.

SPEAKING OF REFUNDS…

One of (if not the) most exciting part about filing your federal tax return is the anticipation of getting a refund!

According to the IRS, 8 out of 10 taxpayers have their refunds electronically deposited to their accounts, adding that it is simple, safe and secure. They also say the fastest way to receive your tax refund is to combine using IRS e-File with having your tax refund electronically deposited.

To set up electronic deposit of your tax refund to your BankMobile Vibe account, all you need are your account and routing numbers, which are conveniently located on your online statement and in the BankMobile Vibe App under ‘Direct Deposit.’

Don’t have the app? Download it today!

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If you have already opted to receive your refund as a check, remember that depositing checks to your account is as easy as tap, snap, deposit with Easy DepositSM mobile check capture.  Learn more.

Want to keep an eye your refund?

When the IRS processes your tax return and approves your refund, you can see your actual personalized refund date using their handy tool. Learn more.

Remember that you can also be notified when your refund is deposited to your account with BankMobile Vibe’s Mobile Alerts! Simply elect to receive an update whenever your account balance changes!  Learn more.

NEED HELP?

While you may be using commercial tax prep software to file your tax return this year, remember that there is help out there!

Need help with your return?

The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $54,000 or less, persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns. Learn more.

Looking for a tax return preparer near you?

This searchable directory is intended to help you with your choice by providing a listing of preparers in your area.

BMPowered THIS TAX SEASON
(AND BEYOND)!

Check out our blog for some financial wellness insights from BankMobile.

BankMobile is neither a paid return preparer nor a tax advisor. All BankMobile account holders are urged to consult their own tax advisors and/or return preparers. In accordance with IRS guidelines, you can direct your refund to your account; you cannot direct your refund to someone else’s account (except for your spouse if it is a joint refund). If we receive a tax refund intended for an individual other than the cardholder, the refund may be rejected and/or your account may be suspended or closed. Limits apply.

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