Capital One customers may receive TurboTax discounts as part of their customer benefits. To access these offers, customers should log in to their Capital One online account and look for TurboTax promotions under the “Rewards” or “Offers” section. Initiating the tax filing process through the provided link will typically apply the discount. Vanguard has offered TurboTax discounts to its clients in the past. Clients should log in to their Vanguard online account and navigate to the “Client Benefits” or “Special Offers” section to find any available TurboTax promotions.

The USAA Discount is Similar to Ours!

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.

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.

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.

Why Should USAA Members Consider TurboTax?

• If you’re trying to import 1099’s, you can save your 1099 info from USAA as a PDF file on your computer.
• While this tool can boost refunds, it may occasionally encourage upgrades that aren’t necessary for every tax situation.
• It scans for eligible deductions and credits, including mortgage interest, student loan interest and charitable contributions.

All enlisted active-duty military and reservists can file their 2020 federal and state taxes for free with the TurboTax Military discount. If you’re a USAA member, enlisted members can use TurboTax Online and file taxes for free, and officers can save up to $20. TurboTax offers several features designed to simplify tax preparation and help users get the biggest possible refund. One standout feature I really like is the ability to import W-2s, 1099s and investment income reports directly from financial institutions.

How to get USAA discount

With that much money on the line, it’s important to use a tool that checks for errors and helps you file with confidence. Absolutely agree, USAA logo shouldn’t be on there if the turbotax customer cannot import from USAA. „USAA Mutual Funds, brought to you by Victory Capital“ does appear on the list of import usaa turbo tax partners for TurboTax. USAA offers members a discount auto loan rate when they buy a new or used vehicle through the USAA Car Buying Service. The current offer is a 0.50% discount on your USAA auto loan when you purchase a vehicle using the USAA Car Buying Service. USAA will give you a discounted rate based on the number of miles that you drive in a year.

• Get weekly military discounts on food, travel, lodging, moving, entertainment and more.
• Active-duty military personnel and reservists often receive special pricing on TurboTax products.
• Uber drivers may receive TurboTax discounts as part of their driver benefits.
• She earned a master’s degree in Integrated Marketing Communications from Eastern Michigan University.
• If your financial institution is not on the Intuit Import Partner list, you will have to manually enter the information from the tax forms.
• Features like document import and deduction-finding tools can help maximize your refund, but it’s important to consider whether you actually need the higher-tier upgrades or expert help.

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 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.

USAA offers 14 for auto insurance customers, including a safe driver discount, a good student discount and a multi-policy discount. USAA does not disclose how much customers can save by taking advantage of discounts, but many companies do advertise comparable discounts of 20-30%. Get weekly military discounts on food, travel, lodging, moving, entertainment and more.

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.

U.S. Military

You can also lower your rate by altering your coverage or increasing your deductible. Profit and prosper with the best of Kiplinger’s advice on investing, taxes, retirement, personal finance and much more. Selecting the right TurboTax option depends on your tax situation.

IRS Free File Software allows you to prepare and file your federal individual income tax return for free using tax-preparation-and-filing software. If your AGI is below $84,000, you can file your taxes with free software and find free state return options. Use Free File Fillable Forms if your income is greater than $84,000. VITA sites have volunteers that are trained by the IRS to provide assistance with some of the more complicated military-specific tax issues, such as combat zone tax exclusions. 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. Features like document import and deduction-finding tools can help maximize your refund, but it’s important to consider whether you actually need the higher-tier upgrades or expert help.

If your financial institution is not on the Intuit Import Partner list, you will have to manually enter the information from the tax forms. Click on Enter a different way at the bottom of the import screen to manually enter your info. Every tax season Intuit TurboTax partners with numerous top companies and organizations by giving them a pretty sweet affiliate discount to promote to their customers and members. You probably qualify for a discount from at least one of these partners, so let’s look at who the top ones are.

You can switch back and forth between TurboTax online and the app seamlessly. TurboTax is especially well-suited for people filing simple tax returns — think W-2 income, student loan interest and a few common tax credits. While its free version works well for basic needs, paying for a higher tier can be worth it for the added support if your return is a bit more complicated. A closer look at TurboTax’s pros and cons to help you decide if it’s the right tax filing software for this tax season. 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.

Lastly, some employers and universities may offer TurboTax discounts as part of their benefits packages, helping employees and students save on their tax preparation costs. 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. Here’s today’s best offer plus how USAA members can get a special discount on TurboTax online products through their account. You’ll need to sign in or create an account to connect with an expert. Carla Ayers joined Kiplinger in 2024 as the E-Commerce & Personal Finance Editor. She earned a master’s degree in Integrated Marketing Communications from Eastern Michigan University.