Make Tax Time RELAX Time!

Staying organized is the key to a stress-free tax season. With a little preparation, you can breeze through tax time and get your refund faster.

Remember to use your WyHy account number and routing number for direct deposit. WyHy Routing Number: 307086691

Tax Time Time Checklist

1. Info About You and Your Income.

Social Security numbers for you, your spouse, and your dependents.
Forms W-2 for wages (you and your spouse, if filing jointly).
Forms 1099-INT, -DIV, -B, etc. for interest and investment earnings.
Additional income like tax refunds, alimony, business or farming profit/loss, IRA/pension distributions, rental property income/expenses, Social Security benefits, and more.

2. Adjustments to Your Income: Certain adjustments can reduce your taxable income. Bring documentation for:

IRA contributions, energy credits, student loan interest, alimony paid, and self-employed pension plans.
Taxes already paid, such as real estate, state, and local income taxes.

3. Itemized Deductions and Credits: Common deductions and credits include:

Advance Child Tax Credit payment, child care costs, education expenses, adoption costs, home mortgage interest, charitable donations, and qualifying medical or dental expenses.
Save your receipts and documentation to maximize your deductions!

Save on TurboTax: File your way – whether you do it yourself, get help from an expert, or let someone take over completely, TurboTax ensures 100% accurate calculations and helps you maximize your refund. WyHy members can enjoy up to $15 off TurboTax services.
Save on H&R Block: Prefer in-person assistance? Meet with a tax professional with an average of 10 years experience.
- New clients save $25 on in-office tax prep.
- Returning clients receive the Tax Identity Shield® add-on for FREE ($35 value).

Take advantage of these savings and stay organized this tax season. With WyHy, managing your finances is always easier.