Over the last 10 years, SaverLife has worked alongside its members — people living on low-to-moderate incomes — to better understand the ways that Tax Time impacts the financial health and well-being of their households. This work has enabled us to publish member-informed research about how families use the Child Tax Credit to build savings. It also empowered SaverLife to create resources and tools that our members can leverage during the tax season.

Thanks to the support and funding of our partners at the Wells Fargo Foundation and H&R Block, we are proud to share our latest 2024 Tax Time work. These will be updated as new research and resources are made available:

• The 2024 Tax Time Pledge that encourages SaverLife members to pledge some or all of their tax refund to savings. 

• A Tax Time guide with timely and relevant information to help our members file with confidence and maximize their tax refunds.

• A tax-related content series that addresses themes SaverLife members have identified are important to their financial health, like self-employment.

• A member forum where SaverLife members can post their Tax Time questions and receive advice and feedback from others. Last year, SaverLife members posted over 600 inquiries for more information on a variety of tax-related topics.

Additionally, our research efforts our underway to better understand SaverLife members’ financial experiences and savings journeys during the tax season.