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.
- With the right version and a clear understanding of your needs, TurboTax can make filing your taxes a streamlined and stress-free experience.
- Drivers should log in to their Uber driver portal and look for a TurboTax promotion under the “Rewards” or “Benefits” section.
- Check here for updates to the Help Article with this information.
- 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.
- USAA offers 14 for auto insurance customers, including a safe driver discount, a good student discount and a multi-policy discount.
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.
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- 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.
- She is passionate about making complex real estate and financial topics accessible for all readers.
- Initiating the tax filing process through the provided link will apply the discount.
- “Since you deferred your SS tax last year, you get W-2c from your employer.., The full Turbotax statement is “Heads up!
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.
TurboTax Review: Features, Pricing and Filing Options for This Tax Season
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.
Qualifying drivers can sign up and 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.
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.
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 usaa turbo tax 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.
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.
How to choose the right version of TurboTax
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.
How to get USAA discount
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.
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 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.
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.
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.