Tax Season Help Center

Taxes don’t have to be stressful this year.

 

Whether you’re preparing ahead of time or in the middle of filing and feeling stuck, we’re here to help.

Take a look at the FAQs below, and if you need more help, give us a call, visit a branch, or use the chat bubble on this page or in your app/ online banking (during business hours).  
What is Infuze Credit Union's routing number?
281580679
 
How do I find my Infuze account number?
  • On your statements (both physical and digital)
  • In the Infuze mobile app or in online banking (Click "Checking Account," then "Details & Settings." Look for "Checking ID")
  • On the bottom of your check (second set of numbers)
  • By calling or visiting a branch
 
Where can I find my 1099-INT or 1098 forms?
  • In the Infuze mobile app or online banking (Menu, Accounts, Statements)
  • Sent to you by mail or email
  • By calling or visiting a branch 
What is a 1098 form?
This is a form that reports how much interest you paid during the past year, typically related to mortgage interest.
 
What is a 1099-INT form?
This is a form that discloses how much you have earned in interest in the past year.
 
Do I need a 1099-INT if I earned less than $10 in interest?
No. If you earned less than $10 in interest, a 1099-INT is not issued.
Earned less than $10? Make sure your money is earning as much as it can by taking advantage of our accounts designed to help your money grow!

Why should I choose direct deposit for my tax refund?

It is the safest and most secure option, plus you can get paid up to two days early1 when you chose direct deposit with Infuze CU's High-Rate Checking or High-Rate Savings.

 

What information do I need to set up direct deposit for my tax refund?

  • Infuze Credit Union’s routing number

  • Your account number

  • The account type (checking or savings)

How soon will I receive my tax refund?

The IRS typically issues refunds within about 21 days after accepting your return. Direct deposit is the fastest way to receive your refund, though timing can vary.

Does filing early mean I’ll get my refund earlier?

Filing earlier may help you receive your refund sooner, but refund timing ultimately depends on the IRS. Choosing direct deposit is the most reliable way to get your refund as quickly as possible.

Is direct deposit safe?

Yes. Direct deposit is considered safer and faster than receiving a paper check and reduces the risk of mail delays or lost checks.

When can I start filing?
You can start preparing and filing your tax return now, but the IRS will not begin accepting returns until January 26th, 2026.
 

When do W-2s and tax documents start going out?
Employers are required to provide W-2s to employees by January 31st, and many will issue them earlier. Tax forms are typically available by late January.

When are taxes due?
Federal taxes for 2026 are due by April 15th, 2026.

What is the date if I file for an extension?
If you file for a six-month extension using IRS Form 4868, your filing deadline is extended to October 15th, 2026

Infuze Credit Union partners with Love My Credit Union Rewards, which allows our members to access special tax filing discounts and offers not available to the general public. For more information, click here.
 

Available offers include:

TurboTax®

  • Save up to 20% for new and returning TurboTax users

  • File your taxes online, with expert help available if needed

  • Get your refund up to 5 days before the IRS delivers it2

H&R Block®

  • New customers save $25

  • Returning customers save $10

  • File in person, drop off, or work with a tax pro virtually

Giveaways & sweepstakes
Credit Union members can enter for a chance to win a $1,000 monthly prize and $10,000 Grand Prize!

Is there any reason to file early?
Yes. Filing by February 28th allows you to take advantage of early-season pricing on TurboTax® and H&R Block® through Love My Credit Union Rewards.

Where do I go to receive this discount and enter the drawing?

https://taxservices.lovemycreditunion.org


1Infuze CU Early Pay is based on the timing in which we receive notice of impending payment which is typically one-to-two days before the scheduled payment date. 
 
2Up to 5 Days Early to Your Bank Account: Personal taxes only. Your federal tax refund will be deposited to your selected bank account up to 5 days before the refund settlement date provided by the IRS (the date your refund would have arrived if sent from the IRS directly). The receipt of your refund up to 5 Days Early is subject to IRS submitting refund information to us at least 5 days before the refund settlement date. IRS does not always provide refund settlement information early. You will not be eligible to receive your refund up to 5 Days Early if (1) you take a Refund Advance loan, (2) IRS delays payment of your refund, or (3) your bank's policies do not allow for same-day payment processing. Up to 5 Days Early fee will be deducted directly from your refund prior to being deposited to your bank account. If your refund cannot be delivered at least 1 day early, you will not be charged the Up to 5 Days Early fee. Up to 5 Days Early program may change or be discontinued at any time. 
 
TurboTax Offer: Visit http://turbotax.intuit.com/lp/yoy/guarantees.jsp for TurboTax product guarantees and other important information. Limited time offer for TurboTax 2025. Discount applies to TurboTax federal products only. Actual prices are determined at the time of print or e-file and are subject to change without notice. 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. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/
 
H&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 2024 tax return. Discount valid only with or for preparation of an original 2025 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, 2026. OBTP# 13696-BR ©2025 HRB Tax Group, Inc. All tax situations are different. Not everyone gets a refund. See hrblock.com/guarantees for complete details.
 
Sweepstakes: NO PURCHASE NECESSARY. Legal residents of the 50 United States (D.C.) 18 years or older who are members or employees of a U.S. credit union. Ends 4/15/26. To enter and for Official Rules, including odds and prize descriptions, visit https://taxservices.lovemycreditunion.org. Void where prohibited.