Take on Taxes Like a Pro

When is everything due?

The initial deadline for filing or requesting an extension is April 15th, but here are a few other important dates to keep in mind:

• Jan 31, 2025: Important tax forms like W-2 or 1099 forms should be sent to you.
• April 15, 2025: Individual tax returns are due. This is also the deadline for requesting an extension and making a contribution to an IRA or HSA for the 2024 tax year.
• June 15, 2025: Individual tax returns for U.S. citizens living outside the U.S. or Puerto Rico are due.
• October 15, 2025: Individual tax returns for those who file an extension are due.

Who should file?

Most U.S. citizens or permanent residents who work in the U.S. must file a tax return. Check these IRS requirements on whether you’re exempt from filing.

What documents do I need?

Before you begin to file, make sure you have the right documents, including:

• W-2: Reports your wages from employers
• 1099 forms: Reports other types of income, such as gig worker pay and savings account interest
• 1098 forms: Reports interest payments you’ve made on mortgages, tuition or student loans

For a more detailed list, see the TurboTax guide.

What if I’m self-employed or have a small business?

You can find detailed tax information, tools and resources for small businesses or self-employed on the IRS website.

Can I get help with my taxes?

Need a little guidance? TurboTax® makes it easy for you to file your tax return with step-by-step instructions, tips, how-to videos and more. Plus, as a Fifth Third customer, you can save 10% on filing your federal tax return. Save 10% on TurboTax

How do I request an extension?

Need more time to file your taxes? By requesting an extension, you’ll have until October 15 to file without penalties. Learn about Extensions

How do I set up direct deposit for my tax return?

The fastest way to get your tax refund is to have it electronically deposited for free into your financial account. To have your tax refund directly deposited, you’ll need your account and routing number. You can find them by logging in to our Mobile App. From the home screen, select your checking account, then select “Account and Routing Numbers.”

How do I check my refund status?

Wondering where your refund is? You can easily check its status on the IRS’ website. Where’s My Refund?

How can I make the most of my refund?

Once you receive your tax refund, you can transfer it to your Fifth Third Savings account to build up an emergency fund, or get closer to saving for a vacation or big purchase. Talk to your banker to learn about current interest rates. Save Your Refund

Can I get ahead on my 2025 taxes?

Take a little bit of time to organize and get ready to file next year. Check out these tips to help you get ahead. Preparation Tips