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PERSONAL
RESOURCES

Tax Season Help

Save On TurboTax® and H&R Block® This Tax Season

Whether you prefer to file on your own with TurboTax or get help from an H&R Block tax pro, as an Sunward member you can save money while getting your biggest possible refund.

  • TurboTax: Members get a bigger discount this tax season with savings of up to 20% on TurboTax federal products.1 Get Started
  • Members get the best-in-market offer with savings of up to $25 on in-office tax prep services.2 Get Coupon

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ROUTING NUMBER

Sunward's routing number is 307083911.


TAXPAYER RESOURCES


IRA CONTRIBUTIONS FOR 2023 TAX YEAR

Make the most of your retirement savings by contributing the maximum yearly limit to your IRAs. For the 2023 tax year, you can contribute a total amount of $6,500 to traditional or Roth IRAs. If you are over age 50, you can contribute an additional $1,000 “catch-up” contribution for a total of $7,500.

IRA contributions for the 2023 tax year can be made until the tax filing deadline on April 15, 2024. Members with last-minute IRA contributions for tax year 2023 are asked to call Sunward by April 15 at 3:30 p.m. MT to ensure adequate processing time. Most branches are open until 4:30 p.m. MT that day as well. Visit gosunward.org/Locations for hours.

If you don’t have an IRA, you can get started today at gosunward.org/IRAs. Sunward offers traditional and Roth IRAs as well as Education Savings Accounts. Open your IRA account with as little as $5.


INVESTMENT OPTIONS FOR YOUR IRAs

If you’re looking for higher yield opportunities for your retirement savings, talk to a financial professional located at Sunward. Learn more.



1TurboTax Offer *Visit https://turbotax.intuit.com/lp/yoy/guarantees/ for TurboTax product guarantees and other important information. Limited time offer for TurboTax 2023. Savings are on TurboTax federal products only. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. Intuit, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries. Other parties' trademarks or service marks are the property of their respective owners.

2H&R Block Offer Void if sold, purchased, or transferred and where prohibited. No cash value. Valid at participating U.S. offices only. A new client is an individual who did not use H&R Block or Block Advisors office services to prepare their 2022 tax return. Discount valid only with or for preparation of an original 2023 personal income tax return. Coupon must be presented prior to completion of initial tax interview. Discount may not be combined with any other offer or promotion. Expires October 15, 2024. OBTP#13696-BR ©2023 HRB Tax Group, Inc.