Updated on Sunday, April 6, 2025: As this year’s tax deadline gets closer, be sure to take advantage of one TurboTax’s current discounts before you file. Here’s a look at all of the top deals available now through April:

1) 10% Off Instant Coupon on TurboTax 2025 Online Versions

TurboTax is offering an extra instant 10% discount on all its online software versions, including Basic, Deluxe, Premier, and Self-Employed. This offer applies only to federal tax products and does not cover state filings. The discount is valid until April 15, 2025, and can be combined with current end-of-season pricing on all do-it-yourself, “Live” Full-Service and “Assisted” versions. Just keep in mind that this deal cannot be combined with other TurboTax promotions or service codes.

2) Partnership Discounts with Financial Institutions

TurboTax has partnered with a variety of financial institutions and credit unions in the U.S., offering exclusive discounts to customers. Some of the most popular partners include Bank of America, Fidelity Investments, AAA, Vystar Credit Union and PNC Bank (a few former large partners such as Wells Fargo, Truist Bank and Vanguard are not offering discounts on TurboTax this year).  To access these discounts, check your bank or credit union’s online portal under sections like “deals” or “partnerships.” Each institution’s offer may differ, so it’s worth exploring the deals available through your bank.

3) TurboTax Free Edition for Simple Returns

TurboTax offers a free version of its software for those with basic tax filing needs. This edition covers federal and state returns for simple tax situations, such as filing Form 1040. It supports credits like the Earned Income Tax Credit (EITC), the Child Tax Credit, and the Student Loan Interest Deduction. However, it’s important to note that only about 37% of taxpayers qualify for the free edition, as it doesn’t include more complex tax situations like business income, itemized deductions, or investment income.

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USAA and TurboTax Discount for 2025

In 2025, USAA members can benefit from significant savings on TurboTax products, continuing a long-standing partnership. USAA offers exclusive discounts on TurboTax software for both its enlisted active-duty members and officers.

For enlisted active-duty and reserve members, USAA provides free federal and state tax returns through TurboTax Online for the 2025 tax season. To qualify, you’ll need to use your military W-2 form and verify your rank. This offer is available from December 4, 2024, to October 15, 2025. However, it excludes TurboTax Live Assisted and TurboTax Live Full Service products.

For active-duty and reserve officers, the discount offers free federal tax filing with TurboTax Online Deluxe. This deal is valid from December 4, 2024, to February 28, 2025, and is also limited to TurboTax Online products only (excluding TurboTax Live or CD/Download versions).

In addition to the free federal filing for military members, those using TurboTax for state filings can access discounts for TurboTax Online versions (Free Edition, Deluxe, Premium). This discount does not apply to TurboTax Live services or CD/Download versions.

USAA also offers discounts of up to 20% for its members on TurboTax Online, Live Assisted, Full Service, and desktop download products. This applies to federal tax products, and the savings are reflected in the prices listed on USAA’s TurboTax co-branded website.

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USAA: A Brief Overview

The United Services Automobile Association (USAA) was founded in 1922 by a group of U.S. Army officers who wanted to insure each other’s vehicles. Over time, USAA expanded its services to include banking, insurance, investments, and retirement products, providing members with a broad range of financial services.

USAA serves military members, veterans, and their families, making it a trusted institution for those in the armed forces. The company has built a reputation for its customer-focused approach, often winning high marks for customer satisfaction, particularly in the areas of auto insurance and financial products.

USAA’s core members are active-duty military personnel, veterans, and their immediate families. If you qualify, you can access a variety of products and services ranging from insurance to home loans, investments, and personal banking.

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USAA Membership: Benefits and Drawbacks

Benefits

• Tailored Services for Military Families: USAA understands the unique financial needs of military personnel. Whether it’s life insurance, auto insurance, or financial planning, USAA tailors its offerings to support the specific needs of active-duty service members, veterans, and their families.
• Financial Products: USAA provides a full spectrum of financial products, including checking accounts, savings accounts, credit cards, and loans. Members also have access to competitive mortgage rates, with special programs for military families.
• Insurance Coverage: USAA is particularly well-known for its auto and home insurance services. It often offers lower rates for military members, and its policies cover a wide range of needs, including home, auto, life, and renters insurance.
• Customer Support: USAA has a reputation for high-quality customer service, with 24/7 support and a focus on helping military families manage their finances. The company is frequently rated highly for its responsiveness and ease of doing business.
• Rewards and Discounts: Members can access a variety of discounts, including on TurboTax products, as well as rewards programs for credit cards. There are also discounts available for things like travel, car rentals, and shopping, making it easier for military families to stretch their budget.

Drawbacks

• Eligibility Requirements: While USAA offers valuable services, membership is only available to those who have served in the military or are immediate family members of someone who has. This limits the potential customer base for the organization.
• Limited In-Person Locations: USAA operates primarily online, with limited physical branch locations. While this is convenient for many, it can be a drawback for members who prefer face-to-face banking.
• Customer Service Variability: Although USAA is generally highly rated for customer service, some members report mixed experiences, particularly with claims processing or in complex cases. While these issues are not widespread, they can be frustrating.

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Signing Up for USAA

If you’re eligible for USAA membership, the sign-up process is relatively straightforward. You can begin by visiting their website and confirming your eligibility. After that, you’ll need to provide some basic personal information and documents to verify your military service or family connection.

Once you’ve been approved, you can set up an account online and start accessing USAA’s suite of products and services. The company’s website and mobile app make it easy to manage your finances, file insurance claims, pay bills, and even connect with customer support.

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USAA’s Role in Tax Season

USAA has consistently supported its members by providing access to valuable discounts during tax season. In partnership with TurboTax, USAA members can file their taxes online for free or at a significant discount.

For military members, these savings are especially valuable, as tax season can be a stressful time, particularly for active-duty personnel who may be deployed or otherwise unable to handle their tax filings on their own. By offering tools like TurboTax and free resources for tax preparation, USAA ensures that its members don’t miss out on essential tax benefits or deductions.

Tax Filing for USAA Members
During the 2025 tax season, USAA is continuing its long-standing partnership with TurboTax, offering discounts on tax preparation services. These discounts help military families save on tax software that might otherwise be costly. TurboTax’s easy-to-use platform is especially beneficial for military families dealing with multiple moves or unique tax situations, such as deployments or claiming military-related tax benefits.

Additionally, USAA offers an array of tax resources, including information on tax forms, annuities, and more, helping members navigate the complexities of filing their taxes. Whether you’re filing for the first time or are an experienced taxpayer, USAA’s comprehensive financial support can guide you through the tax season with less stress.

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As tax season approaches, USAA continues to be a reliable partner for military families, offering valuable tools like TurboTax discounts and other financial resources. If you’re eligible for membership, signing up for USAA can provide numerous benefits, particularly when it comes to tax preparation and other financial services. Whether you’re filing taxes, managing investments, or securing insurance, USAA offers a range of products designed to meet the specific needs of the military community.

This combination of financial services, exclusive discounts, and tailored resources makes USAA an indispensable ally during tax season and beyond.

Updated on Sunday, April 6, 2025: This year’s tax deadline is almost here and if you’ll be filing using TurboTax’s tax-prep software, then be sure to take advantage of one of the several discounts. Below are our favorite current offers (this list is updated on an ongoing basis through April 15th):

1. Extra 10% Coupon on TurboTax Online Versions

TurboTax is offering an extra 10% instant coupon on all of its Online versions, including Basic, Deluxe, Premier, and Self-Employed. The discount applies only to federal tax products and excludes state filings. Additionally, you can combine this discount with current end-of-season pricing on all do-it-yourself, full-service and assisted versions. Just remember, this promotion cannot be combined with other TurboTax discounts. The offer is valid until April 15, 2025.

2. Partnership Discounts with Financial Institutions

TurboTax has partnered with several financial major institutions and credit unions across the U.S. to provide exclusive discounts to their customers. To access these discounts, you’ll need to check your financial institution’s online portal, usually under sections like “deals” or “partnerships.” These deals may vary, so it’s worth exploring what offers your specific bank (such as Bank of America and U.S. Bank), credit union (such as BECU or NFCU), or auto club (such as AAA) may have for the 2025 tax season.

3. TurboTax Free Edition for Simple Returns

TurboTax’s Free Edition allows eligible taxpayers to file both federal and state returns at no cost. This version is best suited for simple tax situations, such as filing Form 1040. It also covers limited credits, like the Earned Income Tax Credit (EITC), Child Tax Credit, and Student Loan Interest Deduction. However, only about 37% of taxpayers qualify for the Free Edition, as it doesn’t support more complex situations like business income or itemized deductions. If you meet the criteria, this is an excellent option for filing your taxes with minimal cost.

4. TurboTax Freedom Edition for Military Members

Active-duty military members ranked E1 through E9 can file their taxes for free using TurboTax’s Freedom Edition. This version is available to qualifying military personnel during the 2025 tax season, and it covers both federal and state filings. However, higher-ranking service members are not eligible for this free version but can still benefit from substantial discounts. To qualify, you must submit a military W-2 form from the 2024 fiscal year.

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No TurboTax Discount for BNY Pershing Customers in 2025

Unfortunately, BNY Pershing is no longer offering any discounts on TurboTax products this year. In previous tax seasons, BNY Pershing customers were eligible for special savings on TurboTax. However, the link for last year’s offer no longer applies any discount. It appears that this partnership has ended for the 2025 tax season, leaving BNY Pershing customers without a TurboTax discount option this year.

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Understanding BNY Pershing: History, Services, and How it Relates to Tax Season

BNY Pershing is one of the leading providers of financial services to institutional investors, wealth managers, and financial advisors. As part of the Bank of New York Mellon Corporation, BNY Pershing offers a wide range of services that help individuals and organizations manage their investments, taxes, and other financial needs.

History and Background
BNY Pershing traces its roots back to the early 1930s when it was founded as a small firm focused on securities trading. Over the years, it evolved, expanding its offerings to include clearing and custody services for financial institutions, as well as investment and wealth management solutions for individual clients.

In the 2000s, BNY Pershing became part of Bank of New York Mellon, one of the oldest and most respected financial institutions in the world. Today, BNY Pershing serves a wide range of clients, from large institutions to individuals working with financial advisors. Its services include wealth management, tax reporting, investment solutions, and a suite of tools designed to help clients optimize their portfolios and navigate tax season.

Services Offered by BNY Pershing
BNY Pershing provides a broad range of services tailored to the financial needs of individuals and institutions. These services include:

• Investment Solutions: BNY Pershing offers a variety of investment tools and platforms, helping clients manage portfolios and make informed financial decisions. Whether you’re investing in stocks, bonds, mutual funds, or alternative investments, BNY Pershing provides the infrastructure and guidance needed for successful investing.
• Tax Reporting Services: BNY Pershing is known for its tax reporting services, which help clients navigate the complexities of tax filing. Each year, BNY Pershing delivers 1099 tax forms to clients, which detail various income sources, including dividends, interest, and capital gains. These forms are an essential part of tax reporting for investment portfolios.
• Financial Advisor Services: The company provides various tools and resources for financial advisors, helping them manage client portfolios, execute trades, and ensure compliance with financial regulations. This is particularly valuable during tax season, as advisors can offer clients timely advice on tax-efficient investment strategies.
• Technology and Digital Tools: BNY Pershing also offers a wide array of digital tools to streamline the investing process. Their platforms provide real-time access to account information, trade execution, and investment research, which can help clients make informed decisions. Additionally, their tax reporting services include online access to your forms, making it easier to stay organized during tax season.

Sign-Up Process for BNY Pershing
If you’re interested in opening an account with BNY Pershing, the process is relatively straightforward. For individual investors, you typically need to work with a financial advisor who has access to BNY Pershing’s platform. The sign-up process involves providing personal identification information, such as your Social Security number, address, and financial details. Once your account is set up, you’ll have access to BNY Pershing’s full suite of services.

Institutions and financial advisors who wish to work with BNY Pershing can also sign up through a similar process, though the account setup may involve additional paperwork and regulatory compliance steps.

Benefits of Using BNY Pershing
There are several benefits to using BNY Pershing’s services, especially during tax season. Some of the key benefits include:

• Comprehensive Tax Reporting: As a custodian and clearinghouse, BNY Pershing handles tax reporting for many of its clients. By receiving 1099 forms detailing investment income, clients can easily access the information they need for tax preparation. This can save time and effort during tax season, making it easier to file taxes accurately.
• Expertise in Investment Management: BNY Pershing’s platform is widely used by financial advisors, which ensures that you have access to the expertise and knowledge of professional investment managers. This can help ensure that your portfolio is structured efficiently, not only for growth but also for minimizing tax liabilities.
• Variety of Investment Options: BNY Pershing offers a wide range of investment options, including retirement accounts, taxable investment accounts, and tax-advantaged products like IRAs. This variety allows clients to tailor their investments to their specific tax situation and financial goals.
• Robust Digital Tools: BNY Pershing’s online and mobile platforms are easy to use and provide real-time access to account information. This level of transparency is useful for tracking investments, managing portfolio performance, and keeping track of tax-related details.

Drawbacks of BNY Pershing
Despite its many benefits, there are some drawbacks to using BNY Pershing that are worth considering:

• Limited Direct Consumer Access: Unlike many banks or investment firms that allow individuals to directly open accounts, BNY Pershing’s platform is primarily used by financial advisors and institutions. As an individual, you would need to work with an advisor to take full advantage of their services, which may not be ideal for everyone.
• Higher Fees for Some Services: BNY Pershing’s services may come with higher fees compared to other custodians or platforms, especially for smaller investors. While institutional clients often benefit from discounted fees, individuals may face higher costs for account management or investment services.
• Lack of Personal Support: While BNY Pershing offers excellent services for financial advisors, individual investors may find that the level of customer support is not as personalized as they would like. Many interactions are managed through advisors, and direct customer service may not be as accessible for those who need hands-on assistance.

BNY Pershing’s Role During The 2025 Tax Season

During tax season, BNY Pershing plays a significant role by delivering important tax-related documents like 1099 forms. These forms provide a detailed breakdown of income earned through investments, including dividends, interest, and capital gains. Clients who have accounts through BNY Pershing typically receive these forms between January 31 and March 15, 2025, although the timing may vary depending on account activity and specific portfolio holdings.

For BNY Pershing clients, receiving accurate and timely tax forms is a critical part of the tax preparation process. These forms are necessary for filing taxes and ensuring that all income is reported correctly to the IRS.

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For those looking to manage their finances effectively, understanding the services and tools offered by financial institutions like BNY Pershing can help streamline investment management, especially during tax season. However, with no TurboTax discount available this year, clients may need to seek alternative methods of reducing their tax preparation costs.

Updated on Sunday, April 6, 2025: With Tax Day quickly approaching, TurboTax is offering several limited-time discounts to make filing just a little bit more affordable. Here’s a look at the best deals available through April 15th:

1. 10% Discount on TurboTax Online Versions

TurboTax is offering an additional 10% off instant discount all Online versions, which include Basic, Deluxe, Premier, and Self-Employed. This discount is applicable to federal tax products only and excludes state filings. The 10% savings can be combined with current end-of-season pricing, just keep in mind that it cannot be combined with any other TurboTax offers. The deal will be valid until April 15, 2025.

2. Discounts via Financial Institution Partnerships

TurboTax has teamed up with various financial institutions and credit unions in the U.S. to offer exclusive discounts for their customers. To access these deals, you will need to check your bank’s online portal under sections like “deals” or “partnerships.” The terms and availability of these offers vary, so it’s a good idea to explore what your financial institution might be offering for tax season. Some notable partners include Bank of America, Fidelity Investments, AAA, US Bank, Chase and CitiBank. Other previous partners, such as TD Bank, Wells Fargo, Truist Bank, and Capital One, no longer offer their clients a discount on TurboTax software.

3. TurboTax Free Edition for Simple Tax Returns

For those who have basic tax filing needs, TurboTax offers a Free Edition, allowing you to file both your federal and state tax returns at no cost. This edition is designed for simple tax situations like Form 1040 filings and supports limited credits, such as the Earned Income Tax Credit (EITC), Child Tax Credit, and Student Loan Interest Deduction. However, it’s important to note that only around 37% of taxpayers are eligible for this option, as it does not cover more complex situations such as business income, itemized deductions, or investments.

4. TurboTax Freedom Edition for Military Members

Active-duty military members ranked E1 through E9 are eligible to file their taxes for free using TurboTax’s Freedom Edition during the 2025 tax season. This includes both federal and state filings. However, higher-ranking military members are not eligible for the free version, though they can still take advantage of significant discounts. To qualify, service members must provide a military W-2 form from the 2024 fiscal year.

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No TurboTax Discount for TD Bank Customers in 2025

In past years, TD Bank customers could take advantage of discounts on TurboTax products. However, for the 2025 tax season, TD Bank is no longer offering any discount on TurboTax products. A link to last year’s offer is still live, but it no longer applies any discounts.

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A Closer Look at TD Bank: History, Benefits, and Services

TD Bank, one of the largest banks in both Canada and the United States, has built a reputation as a reliable financial institution over the years. Founded in 1855 through the merger of The Bank of Toronto and The Dominion Bank, TD Bank has grown significantly. Today, it offers a broad range of banking products and services, including personal banking, small business solutions, wealth management, and commercial banking.

History and Background

TD Bank’s history traces back to its Canadian roots. It was initially formed to serve the growing needs of the Canadian economy, with its headquarters based in Toronto. Over the years, the bank expanded into the U.S. market and has steadily grown its footprint. The bank’s American operations are headquartered in Cherry Hill, New Jersey, and it has become one of the largest banks in the country, with a strong presence along the East Coast.

TD Bank’s commitment to providing accessible and efficient banking services has helped it remain a key player in the North American financial sector. Its customer-centric approach, with a focus on convenience and service, has garnered a loyal customer base.

Sign-Up Process and How to Become a TD Bank Customer

Becoming a TD Bank customer is straightforward. To open an account, you can visit one of the many TD Bank branch locations or sign up online. The sign-up process generally requires providing personal identification information, such as your name, address, date of birth, and a valid Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). If you’re opening an account online, you’ll also need to provide a valid email address and some basic financial information.

After completing the registration process, you’ll gain access to TD Bank’s full range of services, including checking and savings accounts, credit cards, loans, and investment products. TD Bank’s online platform allows for easy account management, and their app offers the convenience of banking on the go.

Benefits and Services Offered by TD Bank

TD Bank offers a variety of products and services that cater to different financial needs. Some of the notable benefits include:

• Convenient banking hours: TD Bank branches are open seven days a week, which sets it apart from many other banks that close on Sundays. This can be a major benefit for individuals with busy schedules who may need to visit the bank on weekends.
• Variety of account options: Whether you’re looking for a simple checking account, a savings account, or a business account, TD Bank has a wide selection to choose from. The bank also offers specialty accounts like the TD Simple Savings and TD Signature Savings accounts, which offer competitive interest rates.
• Credit cards and loans: TD Bank offers a range of credit cards, personal loans, home equity lines of credit, and mortgage products. This makes it a one-stop shop for many financial needs. Their credit cards come with rewards and various benefits, depending on the card you choose.
• Mobile banking and online tools: With a strong digital presence, TD Bank offers excellent mobile banking capabilities, making it easy to transfer funds, pay bills, and check your balance. Their online platform also provides a seamless experience for managing accounts, accessing customer service, and tracking spending.
• Customer service and support: TD Bank has a strong reputation for customer service. Their support team is accessible through phone, email, and live chat, and their website provides helpful resources for common banking issues.

TD Bank’s Drawbacks

While TD Bank has a lot to offer, there are a few drawbacks to consider:

• Higher fees on some accounts: TD Bank’s fees can be higher compared to some other banks, especially when it comes to things like overdraft fees and monthly maintenance fees. Some accounts may also have requirements like maintaining a minimum balance to avoid fees.
• Interest rates on savings accounts: TD Bank’s interest rates for savings accounts, while competitive, may not be the highest available compared to online-only banks. For those seeking the best rates, other banks or credit unions may offer better returns.
• Limited physical locations in some regions: While TD Bank has a strong presence on the East Coast, its reach is not as extensive in other parts of the U.S. This could be a limitation for customers who prefer in-person banking outside the East Coast.

How TD Bank Helps During Tax Season

During tax season, TD Bank offers several resources to help its customers. The bank provides tax-related information through its website, where customers can find important deadlines, access to tax forms, and information on tax deductions and credits. Additionally, TD Bank customers can explore offers related to tax preparation software, such as TurboTax, though this year, TD Bank is no longer offering discounts on TurboTax.

TD Bank also offers financial products designed to help with saving for taxes. The bank’s savings accounts, like the TD Signature Savings account, can be useful for setting aside funds for tax liabilities. Some customers also use TD Bank’s Certificates of Deposit (CDs) to save for specific financial goals, including tax obligations.

Tax Refund Tips for TD Bank Customers

If you’re expecting a tax refund, TD Bank encourages customers to consider saving a portion for the future. Many people tend to spend their refunds quickly, but financial experts recommend saving a larger portion to ensure financial security. TD Bank offers several savings products that can help customers build an emergency fund or prepare for retirement. Accounts like the TD Simple Savings account and TD Signature Savings account provide a secure place to save and earn interest.

Additionally, TD Bank customers can use their tax refund to contribute to an IRA (Individual Retirement Account), which is a great way to start building for retirement. The bank provides several retirement savings options, allowing individuals to start saving for their future with just a small initial deposit.