Tax Services

Suncoast offers discounts on TurboTax and H&R Block tax preparation products for all members, as well as identity theft protection to keep your personal data safe. We can even help eligible members find where to file their taxes for free through the Voluntary Income Tax Assistance (VITA) program. Learn more below.  

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

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TurboTax®

Enjoy savings of up to $20 on TurboTax federal products. Whether you choose to hand off your taxes, get some help from experts, or file on your own, TurboTax always guarantees your maximum refund.  

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H&R Block®

New clients save $25 on H&R Block in-office tax prep services to make this tax season easier. Get help from tax experts who can help you file your taxes and ensure you get your maximum refund.  

Don’t Forget to Use Your Full Account Number for Your Tax Refund

For all IRS tax forms, you need to use your full 14-digit account number to receive your direct deposit refund. Please keep in mind that this is different than your member number and should be used for all electronic transactions.

For the 2022 tax year, if you already used your member number and suffix, your refund deposit check will still be processed.

How to find your account number using SunNet Online Banking:

  1. Log into SunNet Online Banking
  2. Click on "Accounts"
  3. In the List View, your 14-digit account number can be found in the “Account #” column. In the Tile View, click on “Account #” from any of your deposit accounts; your 14-digit account number will appear.

How to find your account number using the SunMobile app:

  1. Log into the SunMobile app
  2. From the "Accounts" page, tap the right arrow to expand your account information
  3. Tap the down arrow (next to your account number) to find the 14 digit “Account Number for ACH”

So before you file those taxes, double-check to make sure that you have used your 14-digit account number for your refund!

Free Income Tax Preparation Assistance

Each year, many families do not receive Earned Income Tax Credit (EITC) dollars that are entitled to them because they don't know how to claim the credit or don't file an income tax return. We want to help fix that.

Voluntary Income Tax Assistance (VITA) Program

This free income tax return preparation from the Voluntary Income Tax Assistance (VITA) program could help you save money, and that’s important to us. Suncoast is not hosting prep sites this year, but we want to make sure you know where to go to find them.

For more information about the (VITA) program, such as where to find a VITA site near you, who qualifies for free tax prep and what you should bring with you to your appointment, please call 2-1-1 for your local United Way office or visit www.irs.gov/individuals/free-tax-return-preparation-for-you-by-volunteers.