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The Consumer Financial Protection Bureau is a 21st century agency that implements and enforces federal consumer financial law and ensures that markets for consumer financial products are fair, transparent, and competitive.

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Home > Saving at Tax Time

Saving at Tax Time Publications

Saving at Tax Time

To order a publication, click on the publication title to display that publication's ordering information.

We found 10 publications for "Saving at Tax Time" category

Checklist: Before your tax appointment starts
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Checklist to verify all the documents required for a tax appointment.
Available: as pdf
Languages: English and Spanish
Cost: Free
Checklist: Prepare for your tax appointment
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Checklist outlining what to bring along to a tax appointment.
Available: as pdf
Languages: English and Spanish
Cost: Free
Handout: Saving options for your refund summary
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Handout describing alternatives for saving from a tax refund.
Available: as pdf
Languages: English and Spanish
Cost: Free
Save some and spend some
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Free and easy ways to split your tax refund between accounts so you can spend some and save some of your money.
Available: as pdf
Languages: English and Spanish
Cost: Free
Worksheet: Make the most of your tax refund
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Fill-in-the-blanks worksheet for deciding how much to save.
Available: as pdf
Languages: English and Spanish
Cost: Free
Checklist: Before your tax appointment starts (Spanish)
View More Details
Checklist to verify all the documents required for a tax appointment.
Available: as pdf
Languages: Spanish and English
Cost: Free
Checklist: Prepare for your tax appointment (Spanish)
View More Details
Checklist outlining what to bring along to a tax appointment.
Available: as pdf
Languages: Spanish and English
Cost: Free
Handout: Saving options for your refund summary (Spanish)
View More Details
Handout describing alternatives for saving from a tax refund.
Available: in print, as pdf
Languages: Spanish and English
Cost: Free
Save some and spend some (Spanish)
View More Details
Una forma gratis y fácil de dividir tu rembolso de tus impuestos y depositarlo en cuentas diferentes. Así podrás ahorrar una parte y gastar otra.
Available: as pdf
Languages: Spanish and English
Cost: Free
Worksheet: Make the most of your tax refund (Spanish)
View More Details
Fill-in-the-blanks worksheet for deciding how much to save.
Available: in print, as pdf
Languages: Spanish and English
Cost: Free

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