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.

Updated on Sunday, April 6, 2025: With the April 15th tax deadline just around the corner, TurboTax is offering several promotions to help you file on time. From limited-time discounts to free filing options, there are plenty of ways to save. Below is a breakdown of the best TurboTax 2025 deals, including exclusive offers for customers of select banks, credit unions, and financial institutions.

1. Extra 10% Off TurboTax Online Versions

TurboTax is offering an additional instant 10% discount on all Online versions of its tax software. This applies to Basic, Deluxe, Premier, and Self-Employed editions but is limited to federal tax filings. State filings are not included in the discount and it cannot be combined with other TurboTax promotional offers. This deal is available until April 15, 2025.

2. Discounts Through Financial Institution Partnerships

TurboTax collaborates with various banks and credit unions to provide exclusive discounts to their customers. These offers vary depending on the financial institution, so checking your bank or credit union’s online portal—under sections like “deals” or “partnerships”—can help you find out if you qualify. Availability, terms, and savings differ based on the institution. 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).

3. Free Edition for Simple Tax Returns

TurboTax continues to offer a Free Edition for those with simple tax returns. This option allows eligible users to file both federal and state taxes at no cost. It covers basic Form 1040 filings and supports certain tax credits, including the Earned Income Tax Credit (EITC), Child Tax Credit, and Student Loan Interest Deduction.

However, only about 37% of taxpayers qualify for this version. It does not support more complex filings, such as those involving itemized deductions, business income, or investments.

4. Free Filing for Eligible Military Members

Active-duty military members ranked E1 through E9 can use the TurboTax Freedom Edition to file taxes for free during the 2025 tax season. Those ranked E10 or higher are not eligible for the free version but may still receive a discount. To qualify, a military W-2 form from fiscal year 2024 must be provided. This program is intended to help service members file their taxes affordably and efficiently.

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No TurboTax Discount for Truist Bank Customers in 2025

In previous years, Truist Bank customers had access to TurboTax discounts through the bank’s partnership with Intuit. However, for the 2025 tax season, Truist is no longer offering a TurboTax discount.

Although last year’s link to the TurboTax offer is still live, it no longer applies any discount at checkout. Customers looking for tax preparation savings will need to explore other financial institutions or third-party promotions.

Truist Bank: Background, Services, and Tax-Related Information

Truist Bank was formed in 2019 through the merger of BB&T and SunTrust Banks. With headquarters in Charlotte, North Carolina, it is one of the largest banks in the United States. As of December 31, 2024, Truist had total assets exceeding $531 billion. It provides a range of services, including personal and business banking, wealth management, investment services, and mortgage lending.

How to Sign Up for Truist Services

Customers can open an account with Truist by visiting a branch, signing up online, or using the Truist mobile app. The bank offers various account types, including checking and savings accounts, credit cards, personal loans, and investment options.

Benefits of Banking with Truist

• Wide Range of Financial Services – Truist provides personal banking, business banking, mortgages, loans, and investment management services.
• Large Branch and ATM Network – With locations across multiple states, customers have easy access to in-person banking services.
• Robust Digital Banking Platform – Truist’s online and mobile banking services offer convenience, including mobile check deposits, bill payments, and account management.
• Integration with Financial Tools – Customers can connect their accounts with budgeting and tax software for easier financial management.

Potential Drawbacks

• Fee Structures – Some accounts and services carry monthly maintenance fees or transaction charges.
• Merger-Related Adjustments – Customers from the legacy BB&T or SunTrust systems may experience occasional transitions as Truist continues its integration efforts.

Truist Bank and Tax Season

While Truist is no longer offering a TurboTax discount here in 2025, customers can still use the bank’s services for tax preparation. Many account holders may benefit from Truist’s financial management tools, which can help track income, expenses, and deductions.

Checking account holders can review their annual transaction history to identify deductible expenses, while those with Truist investment accounts can access year-end tax documents directly through their online banking portal. Additionally, Truist credit card users can monitor spending categories that might impact their tax situation, such as business-related expenses.

Our Final Thoughts

TurboTax continues to offer a variety of discounts, including free filing options for some users and exclusive promotions for military personnel. While Truist Bank customers no longer receive a TurboTax discount, they still have access to the bank’s financial tools, which can assist with tax planning. Exploring available discounts through other financial institutions or tax software providers may provide additional savings this tax season.

Updated on Sunday, April 6, 2025: It’s that time of the year again where we need to put together our tax forms from 2024 and start filing our returns. If you’re like me and use TurboTax, here are all the top discounts available today, including those offered by major banks and credit unions, to help you save on their software:

1) Extra 10% Off TurboTax Online Versions
TurboTax is offering an additional 10% discount on all Online versions of its software, including Basic, Deluxe, Premier, and Self-Employed. This discount applies to federal tax products only and excludes state filings. The savings can be combined with current end-of-season pricing on all do-it-yourself Online, Full-Service “Live” and Assisted versions. However, the offer cannot be combined with any other TurboTax promotions, coupons or service codes. The deal is valid until tax day itself on April 15, 2025.

2) TurboTax Freedom Edition for Military Members
Active-duty military members ranked E1 through E9 can take advantage of the TurboTax Freedom Edition, which allows them to file their taxes for free during the 2025 tax season. Higher-ranking service members are not eligible for the free version but can still access a significant discount. To qualify, applicants must provide a military W-2 form from fiscal year 2024. This program is a great resource for those serving in the armed forces.

3) Partnership Discounts with Financial Institutions
TurboTax has partnerships with various financial institutions and credit unions across the United States to offer exclusive discounts to their customers. That incudes major companies such as Bank of America, U.S. Bank, AAA, BECU, Fidelity Investments, and GreenState (unfortunately, PNC Bank appears to not be participating in any partner offer this year, see details below). To access these deals, check your financial institution’s online portal under sections like “deals” or “partnerships.” Availability and terms vary, so it’s worth exploring what’s offered through your bank or credit union.

4) TurboTax Free Edition for Simple Returns
For taxpayers with basic filing needs, TurboTax Free Edition offers a no-cost option for filing both federal and state returns. It’s ideal for straightforward situations, such as Form 1040 filings, and supports limited credits, including the Earned Income Tax Credit (EITC), the Child Tax Credit, and the Student Loan Interest Deduction. However, only about 37% of taxpayers qualify for this edition, as it does not cover more complex filings like business income, itemized deductions, or investments. If you’re eligible, this option provides an efficient and affordable way to file taxes.

TurboTax and PNC Bank: No Discount for 2025

It appears that TurboTax is no longer offering a discount to PNC Bank customers, breaking a trend from previous years (at lest we can’t find any deals). Previously, PNC Bank customers could access savings on TurboTax federal tax products through their online banking portal. Unfortunately, this partnership has not been renewed for the 2025 tax season. While this may be disappointing for PNC customers, there are other discounts and promotions available directly through TurboTax and its partner institutions.

PNC Bank: History, Features, and Tax-Season Resources

Background and History
PNC Bank, one of the largest financial institutions in the United States, was founded in 1852 and is headquartered in Pittsburgh, Pennsylvania. The bank serves millions of customers across its retail, corporate, and asset management divisions. With over 2,600 branches and more than 60,000 ATMs nationwide, PNC Bank provides extensive access to financial services. Its offerings range from personal banking and credit products to wealth management and business solutions.

How to Open an Account
Opening an account with PNC Bank can be done online or by visiting a local branch. To get started, you’ll need to provide personal identification, proof of address, and an initial deposit, which varies depending on the type of account. PNC offers a range of accounts, including standard checking, savings, and specialized options like its Virtual Wallet, which combines checking, savings, and money management tools into one integrated product.

Virtual Wallet by PNC
PNC’s Virtual Wallet is a unique offering that combines multiple financial tools to help customers manage their money effectively. It includes a Spend account for daily transactions, a Reserve account for short-term savings, and a Growth account for long-term goals. The Virtual Wallet also provides budgeting tools, calendar views for upcoming bills, and automatic savings features. These tools can be particularly helpful during tax season, as they allow customers to track their finances more efficiently.

Accessing Tax Documents Through PNC
PNC customers can access tax-related documents, such as 1099 forms, through the bank’s online banking platform or mobile app. These documents are typically available by January 31, 2025, aligning with IRS deadlines. To retrieve them:

• Online Banking: Log in to your account, navigate to the “Documents” section, and select the type of form you need. You can also use the search feature for older records.
• Mobile App: Open the app, select “Statements and Documents,” and choose the relevant account and document type. The app’s search functionality makes finding specific forms straightforward.

These tools make it easy to gather the information needed for tax filing.

Key Tax Deadlines for 2025
Planning ahead can reduce stress during tax season. Here are the key dates to keep in mind:

• January 31, 2025: Employers and financial institutions must mail W-2 and 1099 forms.
• April 15, 2025: Deadline for individual tax returns and contributions to IRA or HSA accounts for the 2024 tax year.
• June 15, 2025: Filing deadline for U.S. citizens living abroad.
• October 16, 2025: Extended filing deadline for those with approved extensions.

Benefits of PNC Bank
PNC Bank offers several advantages, including a wide range of account options, extensive branch and ATM access, and digital tools like the Virtual Wallet. Its focus on innovation and customer service has made it a reliable choice for many. Additionally, the bank’s online and mobile platforms simplify tasks like retrieving tax documents or managing finances during tax season.

Drawbacks of PNC Bank
Despite its strengths, PNC Bank has some drawbacks. Fees for certain accounts and services can be higher compared to online-only banks or smaller credit unions. Additionally, some customers may find that its physical branches are less accessible in certain regions. It’s worth comparing PNC’s offerings with other financial institutions to determine the best fit for your needs.

Tax Filing and Financial Tools

PNC Bank’s digital resources and account options can be helpful during tax season. Whether you’re tracking income and expenses through Virtual Wallet or accessing your tax forms online, the bank provides tools to streamline the process. While the lack of a TurboTax discount in 2025 may be inconvenient, PNC customers still have access to competitive financial services and resources to navigate tax season effectively.