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.

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.

Qualifying drivers can sign up and usaa turbo tax receive devices that they plug into ports on their cars. USAA offers a good driver discount but does not advertise a specific amount, since it varies by state. For example, USAA offers a multi-vehicle discount for drivers who insure more than one vehicle on their policy.

What to know before filing your taxes with TurboTax

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.

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.

Off-Base Services

• The goal is to get the features you need — without paying for upgrades you don’t.
• 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.
• If you find yourself on this page, then it’s probably tax season, and you may be knee-deep in tax forms and anxiety.
• So, I wouldn’t say it’s pure altruism and benevolence that inspires banks and sites like ours to offer customers a TurboTax discount, but it’s still a pretty sweet deal!
• The desktop version is installed on your computer, allowing for offline access and local data storage.

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.

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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.

• Carla Ayers joined Kiplinger in 2024 as the E-Commerce & Personal Finance Editor.
• You can switch back and forth between TurboTax online and the app seamlessly.
• If you don’t have a 1099-B, you can try the same process from the 1099-INT, 1099-DIV or 1099-R screens.
• TurboTax offers several features designed to simplify tax preparation and help users get the biggest possible refund.
• To claim this discount, service members should visit the TurboTax Military landing page and verify their military status.

Where do I use the Access Code to Import Tax Documents from USAA into TurboTax?

So, I wouldn’t say it’s pure altruism and benevolence that inspires banks and sites like ours to offer customers a TurboTax discount, but it’s still a pretty sweet deal! Also, TurboTax makes it easy to import financial information online from most of these banks, which is convenient. Liberty Tax offers special pricing on tax preparation for all active-duty and veteran service members, and they have offices throughout the country.

Top 12 TurboTax Partners & Banks Offering a Discount:

W-2 forms are usually available for military members by the end of January and can be downloaded from MyPay website. Ohhhhh…yeah….Make sure you don’t have some kind of  cookie blocker turned on when you initially try to apply and get the discount. If you don’t have a 1099-B, you can try the same process from the 1099-INT, 1099-DIV or 1099-R screens. In most cases, you will have a consolidated 1099-B statement and all of your stock sales, dividends and interest will come in the same import.

The company is also investing heavily in AI to help automate filing and catch potential mistakes in real-time. If you’re using TurboTax Desktop, and have too many stock transactions to manually enter, here’s How to Enter a Summary in Lieu of Individual Transactions. If you’re trying to import 1099’s, you can save your 1099 info from USAA as a PDF file on your computer. Possibly they use a different name for importing to TurboTax, or are no longer a partner for 2024. “Since you deferred your SS tax last year, you get W-2c from your employer.., The full Turbotax statement is “Heads up!

Drivers should log in to their Uber driver portal and look for a TurboTax promotion under the “Rewards” or “Benefits” section. Accessing TurboTax through the provided link should apply the discount automatically but you may have to verify your status as an active Uber driver. 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. All USAA members can save 20% when filing their federal tax returns with TurboTax.

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.

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.

The free version is designed for simple tax returns and may not cover more complex situations like itemized deductions or certain types of income. Whether you’re looking for athletic shoes, summer flip-flops or school shoes for the kids, you can find military discounts… Filing your taxes requires a lot of documents and personal information so make sure to collect everything you’ll need before you get started. The following is a list of some of those necessary records, but if you’re getting outside help, it’s best to call ahead to make sure you’re not forgetting anything.

Tax season can feel overwhelming, but the right software can simplify the process. TurboTax is one of the most popular tax filing options, known for its user-friendly interface, step-by-step guidance and features designed to help filers maximize refunds while minimizing errors. Finally, users can file state tax returns through TurboTax for an additional fee in most cases. However, some states offer free filing options, so it’s worth checking local requirements before paying for the add-on.

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.

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