Form 8888 is not required if you want IRS to direct deposit your refund into a single account you can use the direct deposit lines on Forms 10-SR. If you file a paper return, use Form 8888, Allocation of Refund (Including Savings Bond Purchases), to split your refund among two or three different accounts. Splitting your refund is easy and can be done electronically if you use IRS Free File or other tax software. All you need is an account number and a routing number to get your refund faster. It costs more than $1 to print and mail a refund check and about a dime for direct deposit. This is the same method used by 98 percent of Social Security and Veterans Affairs beneficiaries. Eight out of 10 taxpayers use direct deposit for their refunds. Direct Deposit is the electronic transfer of your refund from the Department of Treasury to the financial account of your choice. Using Direct Deposit is the safest and easiest way to get your refund. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. "Chase Private Client" is the brand name for a banking and investment product and service offering, requiring a Chase Private Client Checking℠ account.īank deposit accounts, such as checking and savings, may be subject to approval. is a wholly-owned subsidiary of JPMorgan Chase & Co. “Chase,” “JPMorgan,” “JPMorgan Chase,” the JPMorgan Chase logo and the Octagon Symbol are trademarks of JPMorgan Chase Bank, N.A. JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. Insurance products are made available through Chase Insurance Agency, Inc. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. YOU SHOULD CONSULT YOUR OWN TAX, LEGAL AND ACCOUNTING ADVISORS BEFORE ENGAGING IN ANY TRANSACTION.Īsset allocation/diversification does not guarantee a profit or protect against a loss. THIS MATERIAL HAS BEEN PREPARED FOR INFORMATIONAL PURPOSES ONLY, AND IS NOT INTENDED TO PROVIDE, AND SHOULD NOT BE RELIED ON FOR, TAX, LEGAL OR ACCOUNTING ADVICE. JPMORGAN CHASE AND ITS AFFILIATES DO NOT PROVIDE TAX, LEGAL OR ACCOUNTING ADVICE. Past performance is not a guarantee of future results. Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Intuit and TurboTax are trademarks and service marks of Intuit Inc., registered in the United States and other countries. NOTE: Each account must be entered separately. Enter your username and password when prompted for credentials.Morgan Private Banking” to search for the financial institution Within the TurboTax software, use “J.P.NOTE: All available tax forms for all Brokerage and Managed (CSP, MFAP, PMP) accounts accessible by username can be imported.įor Managed (JPMIP, TAP, OAP, and DFI) Accounts
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