Resource Directory

Moving People to Save at Tax Time

This report highlights findings from a process and outcomes evaluation of the tax-time savings promotion programs implemented during the 2017 tax season by Center for Economic Progress in Chicago, IL, and Prepare + Prosper in St. Paul, MN.

Splitting the Refund

This video demonstrates another savings conversation between a VITA volunteer and client. In this scenario, the tax preparer brings up savings and encourages splitting the refunding using federal tax Form 8888, Allocation of Refund.

Giving Savings Advice

This video shows what the savings conversation could look like at another point in the tax preparation process: when entering dependent information. The video also includes examples of commonly heard reasons tax filers give for not wanting to save, and how you might respond.