Who’s Offering a TurboTax Discount? Top Partners in 2025

Since you deferred some of your Social Security taxes last year, you’ll get Form W-2c from your employer once you’ve repaid what you deferred. Finding cheaper auto insurance is all about shopping around, asking questions and requesting discounts. As an affiliate partner Military.com earns from qualifying purchases. By accessing and using this page you agree to the Terms of Use.

Top 12 TurboTax Partners & Banks Offering a Discount:

USAA does not show up as an option, even though TurboTax displays the USAA logo along with other institutions, such as Charles Schwab, implying that one can import from them. Check here for updates to the Help Article with usaa turbo tax this information. You can also check with your brokerage directly as to whether all of their information documents are available for import. And you’ll likely be able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2025. If your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not be able to import any of your 1099s until February 15, 2025. The import code is printed in the lower right box of the name and address field on your W-2.

Use coupon code MILITARY25 to redeem, and visit their website to find a location near you to book an appointment. Whether you need some help from a professional or plan to file taxes yourself, check out the following free and discounted options for military personnel and their families. While active-duty and reserve military members may be eligible to file their federal and state tax returns for free. The desktop version is installed on your computer, allowing for offline access and local data storage. Both versions support state tax returns, though additional fees may apply. The online version offers the flexibility of accessing your tax information from any internet-connected device, with data securely stored in the cloud.

Her professional background spans both commercial and residential real estate, enriching her writing with firsthand industry insights. She is passionate about making complex real estate and financial topics accessible for all readers. Dedicated to transparency and clarity, her ultimate goal is to help her audience make informed and confident decisions in their financial pursuits. If your tax situation involves freelance work, rental properties or investment income, you’ll likely need to upgrade to a paid version, such as TurboTax Premier or TurboTax Premium. TurboTax offers a tool called the Deduction Maximizer, which helps users uncover tax breaks they might otherwise miss.

Do You Qualify for a Partner Discount?

While TurboTax simplifies the tax filing process, there are a few considerations to keep in mind. Before filing with TurboTax, it’s important to know that not all versions are free. If you find yourself on this page, then it’s probably tax season, and you may be knee-deep in tax forms and anxiety. Even though we can’t help you with death or taxes, at least we can save you an extra $5-20 on tax products from turbotax.intuit.com. Uber drivers may receive TurboTax discounts as part of their driver benefits.

  • Enlisted active duty and reserve military can enjoy TurboTax Online for free.
  • USAA members can access several tax-related forms and discounts from the USAA tax center at USAA.com including a special discount for up to $20 off TurboTax online products.
  • You’ll need to sign in or create an account to connect with an expert.
  • All active-duty military or reservists can get their taxes done through TurboTax for free or at a military discount when using the Free Edition or Deluxe.

Expert does your taxes

  • USAA members can access exclusive savings when purchasing TurboTax through the USAA website.
  • It’s great that all these banks and organizations offer their clients and customers a discount on TurboTax, and it’s a win-win for both parties.
  • For those seeking additional help, TurboTax Live connects users with tax experts for real-time assistance.
  • The company is also investing heavily in AI to help automate filing and catch potential mistakes in real-time.
  • If you’re a USAA member, enlisted members can use TurboTax Online and file taxes for free, and officers can file for free before February 28, 2025.

If you do not have an import code, you employer has not enabled W-2 import for you. Visit Military.com’s Base Guide to contact your local installation for more information about location of tax centers, hours of operation, scheduling appointments, and necessary documentation. While this tool can boost refunds, it may occasionally encourage upgrades that aren’t necessary for every tax situation. TurboTax software can be downloaded directly from the TurboTax website, or purchased from popular retailers like Costco and Best Buy, both online and in-store. The USAA logo is in the picture of bank logos on the bank import page! Service members and families are being honored during Military Appreciation Month 2025 with a variety of discounts.

What to know before filing your taxes with TurboTax

It scans for eligible deductions and credits, including mortgage interest, student loan interest and charitable contributions. This can save time and reduce errors, especially for users with multiple income sources — though not all financial institutions are supported. As of March, the IRS reported the average direct deposit tax refund this year is $3,330.

The goal is to get the features you need — without paying for upgrades you don’t. Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more – straight to your e-mail. When one tries to import information one enters the name of the institution.

MilTax e-filing software is available mid-January through mid-October. Members should visit the AAA Discounts & Rewards page and search for TurboTax offers. By accessing TurboTax through the AAA portal, the discount is applied during the checkout process.

Initiating the tax filing process through the provided link will apply the discount. TD Ameritrade clients have had access to TurboTax discounts in the past. Clients should log in to their TD Ameritrade account and navigate to the “Client Rewards” or “Special Offers” section to find any available TurboTax promotions.

Ultimately, the goal is to simplify your tax season — not add unnecessary costs. With the right version and a clear understanding of your needs, TurboTax can make filing your taxes a streamlined and stress-free experience. TurboTax also includes an accuracy guarantee and audit support.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

That’s because as affiliates they can pass along an exclusive discount to their customers while making a commission on any TurboTax online purchases. The calendar has rolled over to a new year, and it’s time to start thinking about filing tax returns. But even though taxes can get complicated for military families, there are many ways to get it done in an affordable way. TurboTax takes much of the complexity out of tax preparation by offering a guided, user-friendly experience that supports a wide range of tax situations.

Do USAA members get a discount on TurboTax?

Chase has been known to offer TurboTax discounts to its customers. Chase account holders should log in to their online banking portal and navigate to the “Special Offers” or “Rewards” section of Chase.com to find any available TurboTax promotions. By accessing TurboTax through the Chase affiliate link, the discount should be applied automatically. Enlisted active duty and reserve military can enjoy TurboTax Online for free. In honor of our nation’s military personnel, all enlisted active duty and reserve military can file free federal and state taxes with TurboTax Online using the TurboTax Military Discount.

Starting the tax preparation process through the provided link will apply the discount automatically. Active-duty military personnel and reservists often receive special pricing on TurboTax products. To claim this discount, service members should visit the TurboTax Military landing page and verify their military status. It’s important to note that commissioned officers, warrant officers, veterans, and retirees may not qualify for this specific discount.

Not every filer will benefit from these paid add-ons, so review your tax situation carefully before choosing a version. For those seeking additional help, TurboTax Live connects users with tax experts for real-time assistance. This service is ideal for complex returns but comes at an added cost, which may not be worthwhile for simpler filings. You can use the app to snap a pic of your W-2 and other documents and your information will be automatically entered in your return. It’s important to note that the mobile app doesn’t have access to the print center or tax tools.

While these features offer peace of mind, it’s important to note that audit support is limited to guidance rather than full representation. There are several discounts and free filing options available for those who qualify. USAA members can access exclusive savings when purchasing TurboTax through the USAA website. With tax laws changing regularly, TurboTax remains valuable thanks to its in-depth guidance, educational resources and hands-on help throughout the filing process. Membership organizations such as AARP and USAA plus various professional associations also tend to offer exclusive discounts to their members.

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