Tax Filing Essentials Made Simple
Get the most out of your tax refund this 2024 tax season!
To make sure you're prepared for tax season—find easier ways to maximize your tax refund and save with this new deal from Branch Rewards and TurboTax. As part of Branch Rewards, TurboTax is offering $5 cash back* (minimum $25 spend) when you use your Branch Card** at checkout.
TurboTax offers several ways to file:
- File with expert help
- Have a TurboTax expert file for you
- Or file yourself with AI-powered guidance along the way
Common Questions
Looking for more help? For any additional questions, please visit the Branch support center.
If you're owed a tax refund, opt for direct deposit to receive your money faster than with a paper check. Set up your direct deposit in the Branch App to have your refund deposited directly into your Branch account.
- Open the Branch App and navigate to your account details.
- Locate your routing and account numbers.
- Enter these details in the direct deposit section when filing your taxes.
With direct deposit, you’ll have quicker access to your funds, making it easier to manage your cash flow.
Branch offers a 1099 business account exclusive feature. If you are a 1099 user, you can download your monthly statement as a PDF or a CSV. Downloading as a CSV allows you to upload your transactions into your preferred tax and expense tracking systems for easier expense and tax management.
Branch Rewards is a feature of your Branch Card that gives you cash back for everyday spending. When you shop at participating merchants, you’ll automatically earn rewards deposited into your Branch account at the end of each month.
From local businesses to major retailers, Branch Rewards includes a wide range of participating merchants online and in-store. Check out the Rewards tab in your Branch App.
- Open the Rewards tab in the Branch App to view the latest deals.
- Shop in-store or online using your Branch Card to start earning rewards instantly.
*TurboTax Offer Terms and Conditions. New purchaser: Limited time offer (12/16/24—4/15/25). Valid for new customers only. Offer valid for cash back on a TurboTax purchase with your eligible card. As the leader in tax preparation, more federal returns are prepared with TurboTax than any other tax preparation provider. Visit https://turbotax.intuit.com for TurboTax product guarantees and other important information. Limited time offer for TurboTax 2024. Discount applies to TurboTax federal products only. Actual prices are determined at the time of print or e-file and are subject to change at its discretion, without notice. Terms, conditions, features, availability, pricing, fees, service and support options subject to change at its discretion, 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. Past purchaser: Limited time offer (12/16/24—4/15/25). Offer valid for cash back on a TurboTax purchase with your eligible card. As the leader in tax preparation, more federal returns are prepared with TurboTax than any other tax preparation provider. Visit https://turbotax.intuit.com for TurboTax product guarantees and other important information. Limited time offer for TurboTax 2024. Discount applies to TurboTax federal products only. Actual prices are determined at the time of print or e-file and are subject to change at its discretion, without notice. Terms, conditions, features, availability, pricing, fees, service and support options subject to change at its discretion, 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.
** Branch is not a bank. Banking services provided by Evolve Bank & Trust, Member FDIC. FDIC insurance only applies for eligible accounts should the bank holding your funds fail. The Branch Mastercard Debit Card is issued by Evolve Bank & Trust pursuant to a license from Mastercard and may be used everywhere Mastercard debit cards are accepted.
Disclaimer: The materials on branchapp.com are for informational purposes only and subject to our terms of use and privacy policy. This website does not provide legal, financial, tax or insurance advice. We work hard to ensure the information here is accurate, but we recommend you contact a professional for any legal, financial, tax or insurance advice.