Taxes aren’t fun, but tax refunds can be. TD Ameritrade is holding a promotion where you can get up to a $50 cash bonus when you deposit your tax refund into your TD Ameritrade account. This offer expires July 31, 2018, so don’t miss your chance to earn your bonus. You can get $50 when you deposit $5,000 or more, and $20 when you deposit $2,500‑$4,999. Luckily, this promotion is available nationwide, so you are eligible no matter what state you live in. The requirements are simple, and if you’re interested in this promotion simply keep reading to find out more! Check out our Best TD Ameritrade Bonuses for more bonuses.
TD Ameritrade Tax Refund Bonus Requirements:
There are three different methods you can use to deposit your tax refund and earn your refund bonus.
1. Direct deposit
Enter the following information on your Form 1040 and Form 1040A:
- For Routing Number: enter the routing number 021912915
- For Account Number: enter the TD Ameritrade brokerage account number. (To find your account number, go to Client Services > My Profile > Personal Information.)
2. Deposit a check
To deposit a check, you can use your TD Ameritrade Mobile app. On your app, open the “More” menu and click “Deposit Check”. Follow the directions from there and you should be all set!
You may also deposit your tax refund into your account via mail as long as the check is made payable to you,
and you follow these simple steps:
- Endorse your check over to TD Ameritrade Clearing, Inc.
- Write your account number on the check
- Mail the endorsed check with the account number on it to:
- TD Ameritrade, Inc.
PO Box 2717
Omaha, NE 68103-2717
- TD Ameritrade, Inc.
If you don’t know your account number, call a Client Services Associate at 800‑669‑3900.
3. TurboTax discount and direct deposit
If you import your TD Ameritrade 1099 into TurboTax, you can direct deposit your tax refund into your TD Ameritrade account as part of the TurboTax filing process. To do so, check the “Direct Deposit Info” box when reviewing your TD Ameritrade 1099 documents in TurboTax. At the end of the tax prep experience, TurboTax will ask where to direct deposit your refund. Select the circle next to your TD Ameritrade account and routing number. Your refund will be electronically credited to your TD Ameritrade account.
TD Ameritrade Tax Refund Fine Print:
- Offer valid for clients who respond to the offer and make a qualifying deposit to their TD Ameritrade account by 07/31/18.
- Account value of the qualifying account must remain equal to or greater than, the value after the net deposit was made (minus any losses due to trading or market volatility or margin debit balances) for 12 months, or TD Ameritrade may charge the account for the cost of the offer at its sole discretion.
- Net deposits are assets deposited into the account minus assets withdrawn from the account and transferred out of TD Ameritrade.
- Allow 3-5 business days for any cash deposits to post to account.
- Offer Code: TAXREFUND18
Conclusion
Overall, this promotion from TD Ameritrade is a great way to make an easy bonus of up to $50 cash bonus. Not much is required to complete the requirements, which is great for those looking for a hassle free bonus. Keep in mind this bonus is offered nationwide, so don’t miss your opportunity to sign up today! Also, if you are interested in other offers from the bank, be sure to check out our updated list of Best TD Ameritrade Bonuses for more information. Be sure to take a look at our exclusive list of brokerage account bonuses!