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.