Tax Resource Center
Learn smart tax strategies and start building your financial future today with savings & checking account options that fit your life.
Make the most of your refund and gain financial clarity this tax season. It’s the perfect time to reset your habits. Plus, if you open a U.S. Bank account, you can enjoy perks and benefits designed to help you save smarter and reach your goals faster.
Manage your financial life with the award-winning U.S. Bank Mobile App1. You can track spending, set financial goals, move money and more, all with a tool built to help you power your financial goals.
Enjoy waived monthly maintenance fees when you meet qualifying criteria. See your options with U.S. Bank Smartly® Checking.
U.S. Bank clients can take advantage of special savings when they file with America’s #1 tax prep provider. Plus, bulk up on your tax knowledge with insightful tips, tax calculators and more.
You might have a few questions about filing before you get started. Here are a few things you should know:
Outside of your personal information and identification, you'll need to make sure you have these documents on hand before filing:
Come tax time, some forms will be delivered to you while others you will need to track down yourself. Your W-2 and 1099 forms will be mailed or post-marked by January 31, 2026. For a full list of all tax documents and forms, visit the IRS forms and publications database, and visit USA.gov to learn more about how to obtain your tax forms.
If you are a U.S. Bank customer, you can view your mortgage-related tax documents online:
Online banking steps:
Mobile app steps:
For some situations, you may be able to e-file your taxes for free with an IRS Free File partner. Learn more about IRS Free File.
The IRS Volunteer Income Tax Assistance program (VITA) offers no-cost tax return preparation and filing support for basic federal and state returns for people who qualify. Learn more about VITA.
Also, there are tax credits available for those who qualify. Credits like the Earned Income Tax Credit (EITC) are designed to help low- to moderate-income workers and families get a tax break.
If you do not have the funds available to pay what you owe in taxes, contacting the IRS and your state tax office is a great first step. Even if you can't pay the whole sum of what you owe, you should still file your taxes on time. Making a partial payment may help to reduce penalties and repayment plans are available.
There may be loan options available to you to assist in paying off tax debt, such as a home equity loan. To learn more about loan options, make an appointment to speak with a banker via phone, online or in person.
Have you experienced one of these special situations in 2025? If so, there could be a change to the way you file your taxes. Find out more about what you’ll need to consider when it comes time to file your taxes this year.
Tax season brings scammers out of the woodwork. Learn how to identify their tricks and protect yourself from being a victim.
With a little smart planning, you can maximize the impact and make big progress toward your financial goals.
Depending on your situation, you could save more by not itemizing and taking the standard deduction.
2. As the leader in tax preparation, more federal returns are prepared with TurboTax than any other tax preparation provider. Limited time offer for TurboTax 2025. Discount applies to TurboTax federal products only. Actual prices are determined at the time of print or e-file and are subject to change without notice. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. Intuit, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries.
U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.
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