Federal Taxes

The Benefit Bank's Features and Benefits

The Benefit Bank's federal tax service takes the complex and lengthy federal tax forms and reduces them to simple, easy-to-understand questions. As each question is answered, the information will be stored and used to fill out the appropriate tax form. Using The Benefit Bank, you will be able to claim earned tax credits and all appropriate tax deductions. Explanations and helpful descriptions are presented for each step from preliminary information-gathering and determining filing status to listing dependents and sources of income. The federal tax return can be paper filed or submitted electronically and preferences for direct deposit can be selected.

What to Expect

  • Our tax-filing checklists for federal and state taxes show at a glance the information you need to know in order to complete your return. They tell you the documents you need to have on hand, such as forms from banks, employers, and schools, that you can use to claim a deduction or credit.
  • Be sure to read The Limitations of The Benefit Bank before you begin filing your taxes.
  • If you are married and filing a joint return with your spouse, you must have an adjusted gross income (AGI) of $95,000 or less to use our online service. If you are not married or not filing jointly with your spouse, you must have an AGI of $65,000 or less to use our online service.

Your Next Steps

Discover what programs are available to you using QuickCheck. From there, you can create an account or log in to begin the filing process.

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