As your financial partner, U.S. Bank is here to support you during tax season and all year long. Get access to forms and statements, tools and tips, and answers to all your common tax questions. Plus, receive assistance with savings, investment products and retirement accounts that can help you make the most of your money. 

Getting started

Before you file, you may have some questions. Here are a few things you should know:


Explore free tax-filing and tax-preparation resources. 

Form 1040 from the IRS

File electronically through the IRS' Free File tool, plus get information on all things tax-related. 

Man doing his taxes at home

For free tax calculators, money-saving tools and helpful videos, visit TurboTax, plus take advantage of 20% off tax-filing services. 

Learn about whether you might qualify for the Earned Income Tax Credit (EITC), which helps low- to moderate-income workers and families get a tax break. 

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Get 20% in savings when you file with TurboTax®

Plus, bulk up on your tax knowledge with free how-to videos, insightful tips, tax calculators and more. 

IRS tax resources for specific situations

Military members

If you're active duty or reserve military, be sure to check if you're eligible for tax benefits and extensions. 


Get the tax tools and information that might affect your tax situation as a student.

Seniors and retirees

When you've reached retirement age, there are new tax implications to consider. Learn about them here. 

Preparing your taxes

You've brushed up on your tax knowledge and gathered all your forms. Now it's time to dive in. Here are a few factors and situations that could impact how your tax forms should be filed. 

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You got married. 

From filing jointly to Head of Household status, learn about how to file now that you're officially a couple. 

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You bought a house. 

Upgrading your status from "renter" to "owner" could give you benefits if you itemize

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You added to your family. 

Any dependent is going to influence your taxes, from newborns to college students. 

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You got a divorce. 

Learn more about tax implications and liabilities for divorced couples.

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You began or finished school.

Whether you're paying tuition or paying off student loans, here's what you need to know about school and taxes. 

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You started a side-hustle. 

Contract workers are responsible for paying their own taxes, among other responsibilities

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A family member passed away. 

If you represent a family member who has died, such as a spouse, you should file taxes on their behalf. 

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You invested in a tax-advantaged account. 

Explore different tax-advantaged accounts, such as an IRA, HSA or 401(k), to discover possible deductions. 

Stay updated on  the latest tax-related news

The latest news from the IRS

Updates from TurboTax

Explore helpful tax information for U.S. Bank mortgage clients. 

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Get instant access to your mortgage account. 

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Find answers to your mortgage help and repayment questions.

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Our affiliate, U.S. Bancorp Investments, offers investing options which may help during tax season. Here are two of the many ways you could benefit:


1. Potentially save on your taxes.

There are many investing options that may be available to you, but by opening a Traditional or SEP IRA, you may be able to deduct the amount of your contribution from your taxes, thereby reducing your taxable income. In an IRA, your money is working harder for you with tax-deferred savings and the long-term investing impact of compounding interest. And, did you realize, you can have both an IRA and a 401(k)?  The robo-advisor platform, Automated Investor offered by our affiliate, U.S. Bancorp investments, makes it easy to open an IRA

2. If you get a tax refund, put your new money to work in an investment account.

Automated Investor takes the guesswork out of investing by combining investing expertise with smart technology. Our affiliate, U.S. Bancorp Investments’ robo-advisor, offers automatic rebalancing to help you stay on track toward your goals and human help when you need it, all for a low minimum investment and low fees.1

Learn more about Automated Investor, or our other investment options by calling 866-758-8655 and speaking with a dedicated wealth management professional. 

After filing

You've filed your taxes — congratulations! What comes next? 

Learn how investment accounts can help manage your tax situation. 

Read article

How to open and invest in a 529 savings plan

When it comes to saving for your children’s education, 529 plans may be one of the most effective options available.

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How to start investing to build wealth

Investing is an essential part of any financial plan that aims to build your wealth, and some investment strategies can help lower your taxes owed.

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Is an HSA missing from your retirement plan?

Consider maximizing contributions to a Health Savings Account (HSA) for tax-efficient investing into retirement.

Looking ahead

Filing your taxes is just one part of practicing good financial health—so what's next? Explore more tips and information for building on your wealth all year long. 

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Start saving. 

Whether you're putting away for a rainy day, or you have big financial goals, the best time to start saving is now. Explore whether opening a certificate of deposit or money market is right for you. 

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Tax planning tools for tomorrow. 

Taxes are a key part of managing your finances, and it can be challenging to navigate the terminology and ever-changing policies. 

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Invest for the future.

Save for retirement and reduce your taxes owed with a tax-advantaged investment account like an IRA.

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Pay off credit card debt faster. 

Debt can be a useful financial tool if you use it wisely. Knowing how to manage debt is a critical component of building your financial wellness. 

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Tax tips for year-round planning

Even through we consider January through April to be "tax season," tax planning should be a year-round activity. Thoughtful planning could help you reduce your taxes the next time the season rolls around. This could be especially helpful to consider if you receive a quarterly or annual bonus. 


1 The annual advisory fee for an Automated Investor Account is currently 0.24% of invested assets, billed quarterly with a minimum investment of $1,000. Your annual advisory fee does not include ETF fees and expenses that are reflected in the daily pricing of the fund or other account level fees as described in our Automated Investor Wrap Fee Program Brochure.

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Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

This information represents the opinion of U.S. Bank and U.S. Bancorp Investments and is designed to be educational and informative. The views are subject to change at any time based on market or other conditions and are current as of the date indicated on the materials. This is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide recommendations and/or specific advice concerning retirement accounts or investment planning. It is not intended to be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

U.S. Bank and U.S. Bancorp Investments are not affiliated with Intuit, TurboTax, TurboTax Online or their subsidiaries. 

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For U.S. Bank:

Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice. Mortgage, home equity and credit products are offered by U.S. Bank National Association. Deposit products are offered by U.S. Bank National Association. Member FDIC.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products but may refer you to an affiliated or third party insurance provider.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

U.S. Wealth Management – U.S. Bancorp Investments is a marketing logo for U.S. Bancorp Investments.

U.S. Bancorp Investments is registered with the Securities and Exchange Commission as both a broker-dealer and an investment adviser. To understand how brokerage and investment advisory services and fees differ, the Client Relationship Summary and Regulation Best Interest Disclosure are available for you to review.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via An investor brochure describing BrokerCheck is also available through FINRA.

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