The income tax filing season has begun and important tax documents should be arriving in your mailbox. Even though your return is not due until April, you can make tax time easier on yourself with an early start. Here are 5 tips to ensure a smooth tax-filing process.
1. Gather your records Round up any documents you’ll need when filing your taxes: receipts, canceled checks and other documents that support income or deductions you’re claiming on your return.
2. Be on the lookout W-2s and 1099s will be coming soon; you’ll need these to file your tax return.
3. Save time with TurboTax® As a member, TurboTax is available inside your WebBanking™ account and, when you log-in to Allegacy’s secure WebBanking to use TurboTax, you’ll enjoy the convenience of having much of your personal and financial data pre-populated, making it easier – and more secure than ever – to file your taxes online.
4. Save money with TurboTax As a member, you save 15%* on TurboTax Online Federal and State products. And, TurboTax ensures you get all of the tax deductions you deserve with calculations that are 100% guaranteed, so you get the maximum tax refund.
5. Consider direct deposit If you elect to have your refund directly deposited into your Allegacy account, you’ll receive it faster – and more securely – than a paper check in the mail.
Not signed up for our free WebBanking online service? You can access TurboTax products and information online. This online resource has information for personal and small business taxes as well as tips/calculators and current tax news.
Where’s my refund?
Once you’ve filed your taxes, use these handy resources to help you track any returns you may be receiving. You can check your federal return or NC State return.









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