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Susan M. Walla, CFP®, EA

HOME
2025 DEADLINES
NEWS
Client News and Tips
2024 Limits and Helpful Info
Tax Cut and Jobs Act
Disasters
FAQ
Can We Help You?
About My Return
Taxes, Audits, Extensions, Amendments
Where Do I Send My Return?
Information for Clients
Useful Links
ABOUT
CONTACT US
Susan Walla
January 1, 2024

Split Refunds into Several Accounts

Susan Walla
January 1, 2024

You may directly deposit your federal refund in up to 3 different financial accounts. Choose savings, checking, or brokerage accounts including your IRA, HSA, MSA or ESA. Be sure to notify the IRA trustee of the tax year in which you want to make the contribution - contributions for 2024 must be made before 4/15/25.

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Susan M Walla, CFP, EA, 925 Harvest Drive, Suite 170, Blue Bell, PA 19422(215) 540-0966

All items discussed on this web site are for information only and are not meant as tax advice. Please consult your own tax advisor to see how each item affects your unique situation.