Tax Return Information
Axos Bank does not hold funds from tax returns. We invite you to determine the date your tax refund will be delivered by checking the status of your return online at: https://www.irs.gov/Refunds
You can contact an H&R Block agent that would be happy to help you identify the date you will receive your tax return at (800) HRBLOCK or (800) 472-5625.
The account information must be updated by H&R Block. Your refund will be sent again after the account information has been successfully updated. You can contact an H&R Block agent that can assist you with updating the account information to ensure you receive your refund in a timely manner, at (800) HRBLOCK or (800) 472-5625.
Axos Bank is a division of Axos Financial®, a publicly traded (NYSE: AX), FDIC-insured diversified financial services company, with approximately $10.0 billion in assets that provides modernized banking and lending products and services to our personal and business customers throughout the United States. Headquartered in San Diego, California, we aspire to be the most innovative online bank in the United States, providing products and services superior to our competitors, branch-based or otherwise. Our customers access their accounts online using their PC, mobile app, tablet, or smartphone. Our offerings include Essential Checking, CashBack Checking, Certificates of Deposit (CDs), Portfolio Loans, and a variety of Business Banking solutions.
To register for online banking, visit www.axosbank.com, click on the "Sign In" button and then click on the "Consumer Banking" link.
During new user registration, you will be asked to select a username and password. You will also set up your enhanced security features. These features will be used as an authentication of your identity in the event you forget your password, or login using a different computer, tablet, or mobile device.
As a paperless organization, Axos Bank encourages its customers to sign up for free electronic statements (e-statements). With an e-statement, you can view and keep transaction history, statements, and check images for up to 2 years at no cost.
To register and view your e-statements, simply follow these steps:
- Log into Online Banking.
- Click on "Accounts" near the top of your screen.
- Select the account for which you would like to view statements.
- Select the "Statements" tab at the top of your screen.
- Traditional IRA and Roth IRA Savings Accounts - Annual Fair Market Value e-statements will be provided at no cost. Paper statements will incur a paper statement fee of $10.00.
- Easy Savings customers – E-statements will be provided at no cost. Paper statements will incur a paper statement fee of $5.00.
- Certificate of Deposit customers – Annual e-statements will be provided at no cost. Paper statements will incur a paper statement fee of $5.00.
We would be pleased to help you determine the status of your tax return. Because you filed your return with H&R Block, you can contact an H&R Block agent to help you identify the date you will receive your tax return at (800)HRBLOCK or (800)472-5625.
Alternatively, you can check the status of your return electronically on H&R Block’s website: https://www.hrblock.com/taxes/doing_my_taxes/check_status.html
Lastly, you can check the status of your return electronically on the IRS’s website: https://www.irs.gov/Refunds
The amount of your refund might be reduced due to processing fees, IRS deductions, or IRS errors. You can contact an H&R Block agent that can explain why the amount of your refund is less than the amount specified on your return, at (800) HRBLOCK or (800) 472-5625.
For any transactions that you do not recognize on your account statement with your bank, we recommend you contact them directly to dispute the transaction as unauthorized.
As America’s most experienced online bank, Axos Bank brings your everyday banking to your home, office, and anywhere you have your mobile phone. You can access your account anywhere you have internet access, 24/7. Our Customer Service Agents are also available by calling toll-free 1-877-541-2634 (select menu option 6) 24 hours a day, 7 days a week (excluding Thanksgiving Day and Christmas Day).
Deposit should be mailed to:
|For Easy Savings||For IRAs/Roths|
PO Box 509127
San Diego, CA 92150-9948
PO Box 509127
San Diego, CA 92150-9948
Please make any checks payable to yourself (not to Axos Bank).
Axos Bank offers an innovative array of best-in-class products and services; including online banking, mobile banking, and award-winning checking accounts. You can explore our products and services on our website at www.axosbank.com.