Updated on Monday, February 2, 2026: With tax season now in full swing, TurboTax has updated its latest discounts to help you file on time. Below is a roundup of the best current deals.

1. Extra 20% Off Federal Products

Through the end of day on,  March 30, 2026, TurboTax users can receive an additional 20% discount with this instant coupon on federal products when purchased directly from Intuit. This offer is stacked on top of the current end-of-season pricing. Note that this discount applies only to federal products (state excluded).

2. New TurboTax Users Get 1st File For Free

If you didn’t use TurboTax last year (or ever), you can switch and file your taxes for free using the TurboTax or Credit Karma mobile app. Just choose the DIY option and you can file both your federal and state returns at no cost. This isn’t limited to super-simple taxes either, so income from freelancing, investing, or rentals is covered. Even if your return gets marked as more complex, the app waives any upgrade fees as long as you file by February 28, 2026.

3. File Early Before The Price Increase

Getting your taxes done sooner can knock up to $40 off the cost of a TurboTax federal return with early-bird pricing, available through February 27, 2026. You still get to choose the level of help you want, whether you’re filing on your own or working with a tax pro. On top of the savings, filing early means less stress and a faster refund.

4. Free TurboTax Freedom Edition for Military Members

Active-duty military personnel ranked E1 through E9 can file their taxes for free with the TurboTax Freedom Edition. Higher-ranking service members are eligible for discounted pricing. A military W-2 form from the 2025 fiscal year is required to qualify.

5. File for free with TurboTax Free Edition

TurboTax’s Free Edition. ~37% of filers qualify. Simple Form 1040 returns only (no schedules, except for EITC, CTC, student loan interest, and Schedule 1-A).

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TurboTax’s Bank of America Offer: Cashback for Customers

Bank of America’s popular TurboTax customer discount returns for the 2026 tax season, now featuring an exclusive $20 cash-back offer. The promotion is available through April 18, 2026.

How the Offer Works

Bank of America customers earn $20 cashback on TurboTax products by completing the following steps:

1. Activate the Offer: You have to log in to your Bank of America account online or through the mobile app and navigate to the “BankAmeriDeals” section (see examples in the screenshots below).
2. Meet the Spending Requirement: You have to spend a minimum of $25 on TurboTax products using your Bank of America credit or debit card that’s tied to your account.
3. Receive Cashback: After meeting the qualifications, $20 will be credited to your account within 30 days or by the next billing cycle.

To confirm availability, login to your online account or through your mobile app and check under the “BankAmeriDeals” section.

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Bank of America: A Key Partner for Financial Services and Tax Preparation

Background and History

Founded in 1904, Bank of America is one of the largest financial institutions in the United States, serving over 67 million customers. The bank offers a wide range of services, including checking and savings accounts, credit cards, loans, and investment options. It’s also a significant partner for tax-related services, providing customers with tools to manage finances and prepare for tax season.

Accessing Tax Documents with Bank of America

Bank of America simplifies tax preparation by providing easy access to essential documents through online banking. Customers can find forms like 1099-INT and 1098 directly through the platform.

• 1099-INT Forms: Issued if you earn at least $10 in interest during the tax year. Forms are mailed by the end of January and available online in the Statements & Documents tab.
• 1098 Forms: For mortgage interest deductions, customers can download these forms from the Year-End Statements section.

For other 1099 forms, such as those related to investments or savings, you can contact Bank of America directly if they haven’t arrived by February 15, 2026.

Routing Numbers and Account Verification

Bank of America provides detailed routing number information to ensure accuracy when filing taxes or making financial transactions. Customers can verify their routing numbers via the website or mobile app to avoid errors.

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Benefits and Drawbacks of Using Bank of America for Tax Season

Benefits

1. Centralized Access to Tax Forms: Online Banking consolidates all your essential tax documents, reducing the need to search through emails or mail.
2. Cashback Offers: TurboTax deals like the $20 cashback provide extra savings for customers filing taxes.
3. Financial Tools and Resources: Bank of America’s platform includes tools to track interest earned, mortgage payments, and other tax-related financial details.
4. Nationwide Accessibility: With branches and ATMs across the country, customers can access support in person if needed.

Drawbacks

1. Limited Discounts Compared to Other Offers: The cashback amount for TurboTax products is relatively modest compared to other promotions.
2. Potential Delays in Document Access: While most forms are available by the end of January, delays in delivery or updates to your account could affect your ability to file early.
3. Complexity for New Users: Navigating the platform to find specific forms or routing numbers can be challenging for first-time users.

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TurboTax and Bank of America: Making Tax Season Easier

The collaboration between TurboTax and Bank of America is one of many partnerships aimed at simplifying the tax filing process. By combining TurboTax’s intuitive software with Bank of America’s robust financial platform, customers can streamline their finances during tax season.

Pro Tips for Tax Season Success

1. File Early: Take advantage of early-season TurboTax discounts before they expire on February 27, 2026.
2. Track Financial Activity Year-Round: Use tools like Bank of America’s online banking platform or mobile app to monitor interest, mortgage payments, and other tax-related data.
3. Claim All Eligible Deductions: Don’t forget to account for deductions like student loan interest, mortgage interest, and investment losses.
4. Stay Organized: Keep track of forms like 1099s and 1098s as they arrive to avoid last-minute scrambles.

How to Get Started with TurboTax and Bank of America

1. Check for Discounts: Log in to your Bank of America account and explore the “cash back deals” section for TurboTax offers.
2. Verify Tax Documents: Use the Statements & Documents tab in Online Banking to access necessary forms.
3. File with Confidence: Use TurboTax’s step-by-step guidance to ensure accuracy and maximize your refund.

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Our Final Thoughts

Tax season can be a stressful time, but with the right tools and resources, it doesn’t have to be overwhelming. TurboTax’s discounts and Bank of America’s financial support make it easier to stay organized and save money while filing your taxes. Whether you’re an individual filer or managing complex finances, these resources can help simplify the process and keep you on track.

Updated on Monday, February 2, 2026: It’s that time of the year again where we need to file our tax returns. And as always, we’ve rounded up all of the best deals on TurboTax that are now available at the moment. Enjoy!

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1. Get 20% Off Your TurboTax Federal Return

Through March 30, 2026, TurboTax is offering a 20% discount on federal tax filing products purchased directly from Intuit. This discount applies only to federal returns, and state filing fees are separate. The price is automatically adjusted when eligible products are selected. Taking advantage of this early-season pricing can make filing slightly more affordable.

2. Free Filing for First-Time TurboTax Users

People who did not file with TurboTax last year can file both federal and state returns at no cost through the TurboTax or Credit Karma mobile app. The free option is available via the self-guided filing route. It supports a variety of income types, including freelance earnings, investment income, and rental property. Returns must be submitted in the app by February 28, 2026 to maintain free eligibility.

3. Discounted Early-Bird Pricing

TurboTax offers lower pricing for federal returns filed earlier in the season, with savings of up to $40 if submitted by February 27, 2026. Filers can still choose between handling the return themselves or using TurboTax’s professional help.

4. File for free with TurboTax Free Edition

TurboTax’s Free Edition. ~37% of filers qualify. Simple Form 1040 returns only (no schedules, except for EITC, CTC, student loan interest, and Schedule 1-A).

5. Freedom Edition for Active-Duty Military

Active-duty military members in pay grades E1 through E9 can file taxes at no cost using the TurboTax Freedom Edition. Service members above those pay grades are eligible for discounted pricing. A military W-2 from the 2025 tax year is required to qualify. This option is specifically designed to accommodate the filing circumstances commonly faced by military households.

6. Discounts Through Financial Institutions and Credit Unions

TurboTax partners with numerous banks and credit unions nationwide to provide exclusive discounts to their members. This incudes major financial institutions such as Bank of America, Fidelity, SDCCU, AAA, Schwab, OceanFirst Bank and BECU. To access these deals, visit your financial institution’s online portal and navigate to the “deals” or “partnerships” section. Check regularly for any updated offers.

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TurboTax Discounts for Bethpage Federal Credit Union Members

Bethpage Federal Credit Union members can take advantage of a 20% discount on TurboTax federal products for the 2026 tax season. To access this exclusive offer, log in to your Bethpage account and follow the provided link. Note that this discount applies solely to federal tax products and cannot be combined with other TurboTax promotions. As always, prices may vary at the time of filing, and terms and conditions are subject to change.

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About Bethpage Federal Credit Union

History and Background

Bethpage Federal Credit Union (Bethpage FCU) was established in 1941 to serve employees of Grumman Aircraft Engineering Corporation. Over the decades, it expanded its membership eligibility to include anyone who opens a $5 savings account, making it a community-focused credit union open to the public. Headquartered in Bethpage, New York, it has grown to become one of the largest credit unions in the United States by asset size and membership.

Membership and Services

Bethpage FCU offers a variety of financial products and services, including checking and savings accounts, loans, credit cards, and mortgages. It also provides investment and retirement planning services. Membership is open to anyone nationwide who fulfills the minimum requirement of opening a basic savings account with a $5 deposit.

Tax Season Benefits for Members

In addition to the TurboTax discount, Bethpage members can enjoy other perks that simplify tax season. For example, the credit union provides free access to account statements and transaction records, which can be crucial for compiling tax-related documents. Members can also use direct deposit to receive their tax refunds more quickly.

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Pros and Cons of Bethpage FCU

Pros:

• Low fees and competitive interest rates on loans and savings accounts.
• Access to a wide network of surcharge-free ATMs.
• Community-focused initiatives, including financial education programs and charitable activities.

Cons:

• Branch locations are primarily concentrated in New York, which may limit in-person services for members in other regions.
• Some specialized services, such as certain types of loans, may not be as comprehensive as those offered by larger banks.

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How to Sign Up for Membership

Joining Bethpage Federal Credit Union is straightforward. Start by visiting their website or a local branch. The primary requirement is to open a savings account with a $5 deposit. Once you’ve established membership, you’ll have access to all the credit union’s financial services and member-exclusive benefits, including the TurboTax discount for 2026.

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Managing Taxes with Bethpage FCU

Tax season can be overwhelming, but using resources available through Bethpage FCU can make the process smoother. Here are some tips:

• Utilize Direct Deposit: Setting up direct deposit for your tax refund ensures faster access to funds. Bethpage’s routing number is 221473652, and your account number can be found through online banking or on your checks.
• Access Financial Records: Online banking allows you to download statements and transaction histories, which can be helpful for filing taxes.
• Plan for Refunds: If you expect a tax refund, consider contributing to a savings account or IRA to maximize the financial benefit.

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Our Final Thoughts

Bethpage Federal Credit Union’s partnership with TurboTax is just one of the many ways it supports its members during tax season. Whether you’re looking for discounted tax software, easy access to financial records, or reliable banking services, Bethpage offers tools and resources to help you stay organized and financially secure.

Updated on Monday, February 2, 2026: It’s that time of the year again… it’s tax season. And as always, we’re tracking the latest discounts on TurboTax to help you ease some of that financial pressure. Here are the current offers available, including exclusive deals and tailored benefits for various groups (including those for SDCCU members):

1. Get 20% Off TurboTax Federal Editions

TurboTax is offering a 20% off instant discount on federal filing products purchased directly through Intuit until March 30, 2026. The discount applies only to federal returns, with state filing fees handled separately.

2. Free Filing for New TurboTax Users

Taxpayers who did not use TurboTax last year can file federal and state returns for free using the TurboTax or Credit Karma mobile app. This option is available through the self-prepared filing path and supports income beyond standard W-2 wages. Returns must be completed in the app by February 28, 2026 to qualify.

3. Early Filing Pricing

TurboTax offers lower pricing earlier in the tax season, with savings of up to $40 on federal returns filed by February 27, 2026. Filers may choose between filing independently or using professional assistance.

4. File for free with TurboTax Free Edition

TurboTax’s Free Edition. ~37% of filers qualify. Simple Form 1040 returns only (no schedules, except for EITC, CTC, student loan interest, and Schedule 1-A).

5. Military Filing Option

Active-duty military members in pay grades E1 through E9 can file at no cost using the TurboTax Freedom Edition. A military W-2 from the 2025 tax year is required to qualify.

6. Partner Discounts Through Financial Institutions

TurboTax collaborates with a number of banks and credit unions across the country to provide exclusive member discounts. That includes major partners such as Bank of America, AAA, Fidelity Investments, LMCU, OceanFirst, and Coinbase. Check your institution’s online portal under “deals” or “partnerships” to see if any offers apply to you.

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TurboTax and San Diego County Credit Union (SDCCU) Partnership

For years, San Diego County Credit Union (SDCCU) has partnered with TurboTax to offer its members exclusive tax filing benefits. For the 2026 tax season, SDCCU members can access a 20% discount on TurboTax federal products. The offer applies solely to federal filings and excludes state filings. Members can find the link to the discounted TurboTax software directly through their online SDCCU accounts.

To redeem this discount, simply log into your SDCCU account, navigate to the Member Perks page, and follow the link to TurboTax. Terms and conditions may apply, and the offer cannot be combined with other promotions. For those who prefer in-person assistance, SDCCU members also receive $25 off H&R Block’s in-office tax preparation services.

About San Diego County Credit Union (SDCCU)

Background and History

Founded in 1938, San Diego County Credit Union began as a small institution serving local county employees. Over the decades, it has grown into one of California’s largest credit unions, serving over 400,000 members. Despite its expansion, SDCCU remains a not-for-profit organization, which means its profits are reinvested into member benefits like lower loan rates, higher savings yields, and reduced fees.

SDCCU offers a wide range of financial products and services, including savings and checking accounts, loans, mortgages, credit cards, and investment services. Its commitment to innovation and member satisfaction has earned it numerous awards and accolades over the years.

Membership and Eligibility

Membership is open to anyone who lives or works in San Diego, Riverside, or Orange counties. Joining SDCCU is straightforward. You can apply online or visit a local branch. A small initial deposit of $1 into a savings account is required to establish membership.

Services and Benefits

SDCCU provides various services that can simplify tax season and overall financial management:

1. Direct Deposit: Members can set up direct deposit to receive their tax refunds quickly and securely. SDCCU’s ABA Routing Number is 322281617. Be sure to include your account suffix at the end of your account number when setting this up.
2. Online Banking: The Internet Branch platform allows members to view account details, access tax documents, and track transactions. Your account number is easily accessible through the online banking portal for direct deposit purposes.
3. Tax Documents: Tax forms such as 1099s and 1098s are available through the online Tax Center by January 31, 2026. These forms can also be mailed to members upon request.
4. Member Perks: Beyond TurboTax discounts, SDCCU offers other financial benefits and tools designed to help members achieve their financial goals.

Tips for Simplifying Tax Season

Filing taxes can be daunting, but a few proactive steps can make the process smoother:

1. Stay Up-to-Date on Tax Changes

Tax codes evolve regularly, and staying informed can help you maximize deductions, credits, and refunds. The IRS website (irs.gov) is a reliable source for updates.

2. Choose the Right Filing Status

Selecting the correct tax filing status is essential. Options include single, head of household, married filing jointly, married filing separately, and qualified widow or widower. Your status impacts your standard deduction and income tax bracket, directly affecting your tax liability.

3. DIY Filing

For those with straightforward tax situations, consider filing online to save on preparation costs. If eligible, you can have your refund deposited directly into your SDCCU account, making the process even more convenient.

4. Leverage Tax Credits

Tax credits reduce your tax liability dollar-for-dollar, unlike deductions that only reduce taxable income. Common credits include the Earned Income Tax Credit (EITC) and the Child Tax Credit. While these can be harder to qualify for, they offer significant savings.

5. File Early

Federal tax returns are due on April 15, 2026. Filing early ensures you receive your refund sooner and reduces the risk of missing deadlines. Organizing documents ahead of time can prevent last-minute scrambling.

6. Plan for Your Refund

If you expect a refund, consider contributing it to an IRA or other retirement account. Contributions are often tax-deductible, providing future financial benefits.

Benefits and Drawbacks of SDCCU

Benefits

• Lower Fees: As a not-for-profit organization, SDCCU often charges lower fees compared to traditional banks.
• Higher Savings Rates: Members typically enjoy higher yields on savings accounts and certificates of deposit (CDs).
• Community Focus: SDCCU actively supports local initiatives and charities, reflecting its commitment to the communities it serves.
• Convenient Access: With multiple branches, online banking, and a robust mobile app, SDCCU makes managing finances easy.

Drawbacks

• Membership Restrictions: Eligibility is limited to residents or workers in select counties, which may exclude some potential members.
• Branch Availability: While SDCCU has numerous branches in Southern California, its reach is geographically limited compared to national banks.

Financial Planning for Tax Season

SDCCU’s tools and resources can help you navigate tax season with confidence. Whether you’re filing independently with TurboTax or seeking professional assistance, the credit union’s discounts and direct deposit options streamline the process. For additional support, members can access educational resources and consult with SDCCU’s financial advisors to optimize their tax strategies and overall financial health.