Updated onWednesday, April 8, 2026: 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 2026 deals, including exclusive offers for customers of select banks, credit unions, and financial institutions.

1. 10% Off TurboTax Discount

TurboTax is providing a 10% discount on federal filing products purchased directly from Intuit through April 15, 2026. The discount applies only to the federal return and does not reduce state filing costs. Pricing is adjusted automatically when the product is selected.

2. 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).

3. Free Military Filing Program

Active-duty service members in pay grades E1 through E9 qualify for free filing through the TurboTax Freedom Edition. Service members above those grades receive discounted pricing. Eligibility requires a military W-2 from the 2025 tax year.

4. 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).

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No TurboTax Discount for Truist Bank Customers in 2026

In previous years, Truist Bank customers had access to TurboTax discounts through the bank’s partnership with Intuit. However, for the 2026 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 2026, 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 Wednesday, April 8, 2026: This year’s tax deadline is almost here and for many of us, TurboTax remains our go-to option for filing taxes. This year, Fidelity Investments customers continue to benefit from an exclusive partnership, while TurboTax offers additional savings for a range of taxpayers. Here’s a breakdown of this and all of the best deals available this month:

1. 10% Discount on all TurboTax Federal Tax Products

TurboTax is currently offering a 10% instant discount on federal filing products purchased directly from Intuit, valid through April 15, 2026. This reduction only applies to federal returns; state filings are billed separately. The discount is automatically applied at checkout for qualifying products.

2. 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).

3. TurboTax Freedom Edition for Military Members

Active-duty service members in pay grades E1 through E9 can file at no cost using the TurboTax Freedom Edition. Those above these pay grades are eligible for discounted pricing. A military W-2 from the 2025 tax year is required to qualify. The program is tailored to simplify tax filing for military households while reducing administrative effort during active duty.

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Fidelity Investments and TurboTax: An End of a Partnership in 2026

Fidelity Investments has ended it’s partnership with TurboTax to offer (it used to offer its clients a generous 25% discount on various versions of the tax preparation software). That included on:

• TurboTax Deluxe: Ideal for individuals looking to maximize deductions, especially those with itemized expenses like mortgage interest, medical bills, or charitable contributions.
• TurboTax Premier: Designed for taxpayers with investments, rental income, or cryptocurrency transactions. This version simplifies the filing process for individuals with more complex income sources.
• TurboTax Self-Employed: Tailored for freelancers, contractors, and small business owners. It helps track business expenses, including mileage, and ensures industry-specific deductions aren’t overlooked.
• TurboTax Live and Full Service: For those who want professional assistance, TurboTax Live provides on-demand expert help, while Full Service allows you to hand over the entire process to a tax expert who manages every detail.

To redeem this discount, Fidelity clients had to simply use a special link provided by Fidelity, which automatically applied the savings at checkout. No additional service codes or coupons were required.

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Fidelity Investments: History, Financial Role, and Tax Season Resources

Fidelity Investments is one of the most trusted names in financial services, known for its comprehensive investment and retirement solutions. With over 80 years of experience, Fidelity offers a wide range of tools and resources that can be particularly useful during tax season.

Background and History

• Founded: Fidelity was established in 1946 in Boston, Massachusetts, and has grown into one of the largest investment firms in the world.
• Services: Fidelity provides investment management, retirement planning, wealth management, and a variety of financial tools for individuals and businesses.
• Customer Base: Fidelity serves over 40 million individual investors and manages trillions of dollars in assets.

Fidelity’s Role in Tax Season

Fidelity is more than just an investment platform; it offers resources to help customers navigate tax season efficiently.

1. Access to Tax Documents: Fidelity automatically generates tax documents, such as 1099 forms for investments, making it easier to report income accurately. These documents are accessible through the platform’s secure online portal.
2. Integration with Tax Software: Fidelity’s compatibility with TurboTax allows users to import investment and income data directly into the software, saving time and reducing errors.
3. Educational Resources: Fidelity provides articles, webinars, and calculators to help customers understand tax implications for investments, such as capital gains and retirement withdrawals.

Benefits of Fidelity During Tax Season

• Seamless Data Import: Fidelity’s integration with TurboTax eliminates manual data entry, which is especially useful for investors with complex portfolios.
• Streamlined Organization: All tax-related documents are stored securely online, making them easy to access when needed.
• Discounts on Tax Software: Fidelity customers enjoy a 25% discount on TurboTax products, reducing the overall cost of tax preparation.

Drawbacks to Consider

While Fidelity offers significant benefits, there are some limitations:

• Fee Structures: Some Fidelity accounts may charge management fees, which could impact your overall savings.
• Complex Investment Portfolios: Users with highly intricate portfolios may still require professional tax advice beyond what TurboTax or Fidelity’s tools can provide.

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How to Sign Up and Make the Most of Fidelity and TurboTax

If you’re not already a Fidelity customer, signing up is straightforward. You can create an account online or at one of Fidelity’s many branch locations. Once you’re a client, take advantage of the TurboTax discount by following the link provided on Fidelity’s website.

To maximize your tax filing experience:

• Organize Early: Download all necessary tax forms from Fidelity’s portal as soon as they’re available.
• Leverage Educational Resources: Use Fidelity’s tools to understand your tax obligations, especially for investments or retirement withdrawals.
• Utilize Discounts: Redeem Fidelity’s TurboTax discount to reduce filing costs while ensuring accuracy.

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The Bottom Line on TurboTax, Fidelity, and Tax Season

TurboTax’s 2026 discounts offer substantial value for taxpayers. Whether you’re filing a basic return or managing complex investment income, these tools simplify the process while saving you money.

For Fidelity customers, the added convenience of integrated tax document management and a TurboTax discount ensures a smoother tax season. As always, staying organized and informed will help you maximize your returns and minimize stress.

Updated on Wednesday, April 8, 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 10% Off Your TurboTax Federal Return

Through April 15, 2026, TurboTax is offering a 10% 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.

2. 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).

3. 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.

4. 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.