Saving Money is Now as Easy as Pie. IRS Form 8888
Keep some of the pie for yourself: Finally, savings made simple! Tell your tax preparer you want to use Form 8888 to save a portion of your refund. Spend some on expenses, invest some in a long-term goal and save some for emergency funds.
What you need to know to use Form 8888:
- The bank's routing transit number (found on your checks and savings deposit tickets).
- Your account number and the name(s) on the account
- The type of account (checking, savings, IRA, other)
For more information, talk to your tax preparer. You may also download IRS Form 8888 by clicking the following link: