Updated on Monday, February 2, 2026: Tax season is here once again, and whether you’re filing independently or seeking professional assistance, there are several ways to reduce costs on tax preparation software and services. If you’re planning on using TurboTax this year then here’s a breakdown of the current offers available now:

1. 20% Off Instant Discount from TurboTax

TurboTax is offering a 20% instant discount on its federal tax filing software when purchased directly from Intuit through March 30, 2026. This discount applies only to the federal portion of a return and does not include state filing fees. State returns are added separately during the filing process. The price adjustment is visible automatically when an eligible product is selected.

2. Free Filing for Those Switching to TurboTax

Taxpayers who did not use TurboTax last year can file their federal and state taxes for free using the TurboTax mobile app. The free option is available when choosing the self-prepared filing route. It supports a range of income situations, including freelance work, investments, and rental income. Filing must be completed in the app by February 28, 2026 to avoid any upgrade charges.

3. Lower Early-Bird Pricing

TurboTax reduces the cost of federal filing earlier in the tax season, with savings of up to $40 available through February 27, 2026. Filers can still decide whether to file independently or use 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. Filing Option for Active-Duty Military

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

6. Credit Union and Financial Institution Discounts

TurboTax collaborates with numerous banks and credit unions to provide exclusive savings. Some of the major partnerships include Bank of America, Fidelity Investments, AAA, Suncoast Credit Union, Capital One, and BECU. These deals are typically listed under the “deals” or “partnerships” sections of online banking portals. For example, First Technology Federal Credit Union members can save 20% on TurboTax federal products this year (details below).

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First Technology Federal Credit Union and TurboTax Discounts for Members

Members of First Technology Federal Credit Union (commonly known as First Tech) can take advantage of a 20% discount on TurboTax federal products. This exclusive offer is available through a dedicated link within members’ online accounts. It’s important to note that the discount applies only to federal products, excluding state filings. Additionally, the deal cannot be combined with other TurboTax promotions.

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First Technology Federal Credit Union: A Guide for Tax Season and Beyond

Background and History

First Technology Federal Credit Union is a member-owned, not-for-profit financial institution that primarily serves professionals in the tech industry. Established in 1952, First Tech is headquartered in Hillsboro, Oregon, and operates branches across the United States. Over the years, it has grown to become one of the largest credit unions, with more than 720,000 members and assets exceeding $16 billion.

First Tech distinguishes itself by focusing on technology-driven solutions and personalized financial services. Its offerings include savings and checking accounts, loans, credit cards, investment services, and various digital tools to help members manage their finances effectively.

Membership and Benefits

To join First Tech, individuals must meet certain eligibility criteria, such as being employed by a partner company, affiliated with an eligible organization, or residing in certain geographic areas. Family members of eligible individuals may also qualify.

First Tech members enjoy numerous benefits, including:

• Low Fees: As a credit union, First Tech typically charges lower fees compared to traditional banks.
• Competitive Rates: Members can access attractive rates on savings accounts, loans, and mortgages.
• Digital Accessibility: Advanced online and mobile banking platforms make it easy to manage accounts and access services.
• Community Focus: First Tech reinvests profits into member benefits, community programs, and financial education.

Potential Drawbacks

While First Tech offers a wide range of advantages, there are some considerations to keep in mind:

• Limited Branch Availability: Compared to national banks, First Tech has fewer physical branches, which may be inconvenient for some members.
• Eligibility Requirements: Membership is not open to everyone, as it depends on specific employment or geographic criteria.

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Navigating Tax Season with First Tech

First Tech provides various resources to help members navigate tax season efficiently. From discounts on tax software to financial planning tools, here’s how you can make the most of your membership during this time.

Getting Started with Tax Preparation

Before diving into tax preparation, it’s crucial to organize all necessary documents. Here’s a checklist to guide you:

1. Personal Information: Gather Social Security numbers, dates of birth, and bank account details for direct deposits.
2. Income Documents: Collect W-2s, 1099s, and K-1s, as applicable.
3. Deduction Records: Compile receipts for deductible expenses, such as business costs, student loan interest, and charitable donations.

First Tech offers tools like transaction summaries and budgeting software to help members track expenses throughout the year, simplifying the documentation process.

Additional Tips for a Stress-Free Tax Season

• Check Your Refund Status: Use the IRS “Where’s My Refund?” tool to track your refund without needing to contact your tax preparer.
• Stay Alert to Scams: Protect yourself from tax-related fraud by filing early and avoiding suspicious communications claiming to be from the IRS.
• Understand Tax Reforms: Keep up-to-date with any legislative changes that could impact your return.

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Financial Planning Beyond Tax Season

Tax season is an excellent time to assess your overall financial health and plan for the future. First Tech offers several tools and resources to help members achieve their financial goals, including savings accounts, retirement planning, and investment services.

For those receiving a tax refund, consider using it strategically. For example:

• Pay Down Debt: Reduce high-interest debt to improve your financial stability.
• Build Emergency Savings: Strengthen your financial safety net by increasing your savings.
• Invest for the Future: Explore First Tech’s investment options to grow your wealth over time.

Additionally, members can take advantage of flexible spending accounts (FSAs) and other pre-tax benefits to maximize their savings throughout the year.

Updated on Sunday, February 1, 2026: This year’s tax season is in full swing, and if you’re looking for ways to save on filing your taxes with TurboTax, then you’ll have several options available to you. That incudes free filing for simple returns and exclusive offers for specific groups (including members of major credit unions such as Suncoast). Here’s a full list of the current offers now live through the end of April:

1. 20% Off Federal Filing Savings Through TurboTax

Intuit is offering a 20% instant coupon on TurboTax federal filing products purchased directly through its platform until March 30, 2026. The reduction applies only to the federal return and does not include state filing costs. State returns are added separately during the filing process. The discounted price appears automatically when an eligible product is selected.

2. Free Filing Option for New App Users

Taxpayers who did not file with TurboTax last year can file their returns for free using the TurboTax mobile app. This option is available when choosing the self-prepared filing path. It supports more than basic wage income, including freelance work, investment earnings, and rental income. To qualify, the return must be completed within the app by February 28, 2026.

3. Lower Prices for Early Filers

TurboTax offers reduced pricing earlier in the tax season, with savings of up to $40 on federal returns filed by February 27, 2026. Filers can select the level of assistance they prefer, whether completing the return independently or working with a tax professional.

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. Filing Support for Active-Duty Military Members

Active-duty service members in pay grades E1 through E9 can file their taxes at no cost using the TurboTax Freedom Edition. Those above that rank are eligible for discounted pricing rather than free filing. Eligibility requires a military W-2 from the 2025 tax year. This version is structured to address filing considerations commonly faced by military households.

6. Discounts Through Financial Institutions

TurboTax frequently collaborates with large financial institutions, including major banks and credit unions, to offer exclusive discounts to their customers. That incudes Bank of America, AAA, Vanguard, Citibank, Chase and Fidelity. Many of these deals are available through your institution’s online banking portal under sections like “Deals” or “Partnerships.” If you’re a member of a bank or credit union, it’s worth checking for any available offers.

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TurboTax and Suncoast Credit Union Partnership

If you’re a member of Suncoast Credit Union, TurboTax is once again offering discounts to members the 2026 tax season. Suncoast members can receive a 20% discount on TurboTax federal products by accessing the offer link through their account portal. This deal applies only to federal filings and excludes state products. Additionally, Suncoast members can also save $25 on in-office tax preparation services with H&R Block. These discounts provide members with flexible options for handling their tax filings, whether they prefer DIY software or expert assistance.

It’s important to note that TurboTax’s offer through Suncoast cannot be combined with other promotions. Prices are determined at the time of purchase or e-filing and may change without prior notice. For additional terms and conditions, members should review the details on the credit union’s portal before proceeding.

About Suncoast Credit Union

History and Background

Suncoast Credit Union, founded in 1934, is Florida’s largest credit union and serves over one million members. Originally established to serve teachers, the credit union has since expanded to offer membership to residents, employees, and students in eligible counties across the state. Suncoast Credit Union is a not-for-profit organization, meaning its profits are reinvested into member benefits, such as lower loan rates, higher savings rates, and fewer fees.

With a strong focus on community involvement, Suncoast supports educational programs and financial literacy initiatives throughout Florida. The credit union’s commitment to providing affordable financial services has made it a popular choice for individuals seeking a member-focused alternative to traditional banks.

Membership Eligibility and How to Join

Becoming a Suncoast Credit Union member is straightforward. Eligibility includes:

• Living, working, or attending school in one of the eligible counties in Florida.
• Being an employee or retiree of certain organizations.
• Having a family member who is already a Suncoast member.

If you don’t meet these criteria, you can still qualify by making a small donation to the Suncoast Credit Union Foundation. Applications can be completed online or in person at one of their branch locations.

Once you’re a member, you’ll have access to a wide range of financial products and services, including loans, credit cards, and investment options. During tax season, Suncoast’s partnerships with tax service providers add even more value.

Tax Season Resources for Suncoast Members

Suncoast Credit Union offers several tools and services to assist members during tax season. These resources are designed to streamline the filing process and help members maximize their refunds while staying organized.

Tax Forms and Documentation

Suncoast makes it easy to access tax documents like 1099-INT forms, which report interest earned on accounts. Members can:

• Log into Suncoast’s online banking platform and navigate to the Tax Forms section.
• Request paper copies from their local branch.

For accounts with interest earnings below $10, a 1099-INT form may not be issued, but year-to-date interest details can still be found in monthly account statements.

Financial Education and Planning

Suncoast emphasizes financial literacy and offers workshops, webinars, and one-on-one consultations to help members prepare for tax season. These services can assist with:

• Identifying potential deductions and credits.
• Reviewing financial strategies to reduce taxable income.
• Planning for long-term financial goals, such as retirement or investments.

Savings Options for Tax Refunds

To make the most of a tax refund, Suncoast encourages members to consider opening a share certificate. These accounts allow funds to grow over time with higher interest rates compared to regular savings accounts. Members can choose terms that align with their financial goals, maximizing the value of their refunds.

Suncoast Credit Union: Benefits and Drawbacks

Advantages

• Member-Centric Approach: As a not-for-profit institution, Suncoast reinvests profits into member benefits, resulting in lower fees and competitive rates.
• Comprehensive Services: Members have access to a wide range of financial products, from basic savings accounts to specialized loan options.
• Tax Season Perks: Partnerships with TurboTax and H&R Block provide members with discounts on tax preparation services.
• Digital Tools: Online and mobile banking platforms make it easy to manage accounts, access tax forms, and track finances.
• Community Focus: Suncoast actively supports educational initiatives and local charities, reinforcing its commitment to member communities.

Drawbacks

• Geographic Limitations: Membership is limited to specific regions in Florida, which may exclude potential members outside the service area.
• Limited Physical Branches: While the credit union’s digital tools are robust, those who prefer in-person banking may find fewer branch locations compared to national banks.

Additional Tips for Navigating Tax Season

Suncoast Credit Union members and others can make tax season more manageable by following these simple strategies:

Stay Organized

Gathering all necessary documents ahead of time can save you headaches later. Make sure to have W-2s, 1099s, and receipts for deductible expenses on hand. If you’re using a preparer, ask them for a checklist of required documents to streamline the process.

Explore Free Tax Assistance Programs

The IRS offers free tax preparation assistance through programs like Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE). These programs cater to low-income individuals, seniors, and those with disabilities or limited English proficiency. To find a nearby program, call 2-1-1 or visit the IRS website.

Use Discounts on Tax Services

Even if you don’t qualify for free assistance, many tax preparation companies and financial institutions offer discounts. Check with your bank or credit union for available deals to save on software or professional services. TurboTax, for example, offers various discounts that could be combined with early-season savings. By staying informed and leveraging available resources, tax season doesn’t have to be stressful. Whether you file independently or seek professional help, these strategies can make the process smoother and more affordable.

Updated on Sunday, February 1, 2026: Tax season is a little bit easier this year—and more affordable—thanks to several discounts and promotions available from TurboTax. Below is a breakdown of our favorite deals available from now through the April 15th tax filing deadline:

1. 20% Off Instant Discount From TurboTax

TurboTax is currently 20% off instant discount on its federal tax filing products when purchased directly from Intuit, with the offer running through March 30, 2026. The discount applies only to federal returns and does not cover state filing fees. State returns are added separately during the filing process. The discounted amount is automatically reflected when an eligible product is selected.

2. No-Cost Filing for New TurboTax Filers

Taxpayers who did not use TurboTax in the previous tax year can file both federal and state returns for free using the TurboTax or Credit Karma mobile app. This requires choosing the self-prepared filing option within the app. The free filing option supports a variety of income types, including freelance work, investments, and rental income. Returns must be completed in the app by February 28, 2026 to remain eligible.

3. Early-Bird Filing Price Reductions

TurboTax offers lower pricing earlier in the tax season, with federal filing costs reduced by up to $40 for returns submitted by February 27, 2026. Filers can still decide how much assistance they want, ranging from do-it-yourself filing to professional review.

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. TurboTax Freedom Edition for Military Members

Active-duty military members in pay grades E1 through E9 can file their taxes at no cost using the TurboTax Freedom Edition. Service members above those ranks are eligible for discounted pricing. A military W-2 from the 2025 tax year is required to qualify. This option is intended to accommodate tax filing needs commonly associated with active-duty service.

4. 10-20% Discounts Through Financial Institutions

TurboTax has partnered with numerous banks and credit unions to offer exclusive savings for account holders. Some of these include Bank of America, Golden1, Fidelity, Schwab, AAA and NFCU. These offers can often be found within your institution’s online banking portal under “deals” or “member benefits.” Checking with your financial institution could uncover additional ways to save this tax season.

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TurboTax and Mountain America Credit Union (MACU) Partnership

For 2026, Mountain America Credit Union (MACU) members can take advantage of an exclusive discount on TurboTax. Members are eligible for 20% off TurboTax federal products when accessing the software through the MACU online portal. This discount applies to federal tax filings only and cannot be combined with other promotions. Pricing is determined at the time of purchase or e-file submission, and additional terms may apply.

To claim the discount, MACU members need to log into their online account and navigate to the relevant TurboTax offer link. This collaboration between TurboTax and MACU ensures members have access to affordable tax preparation tools during the busy filing season.

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Mountain America Credit Union (MACU): Background and Services

History and Mission

Mountain America Credit Union, established in 1936, began as a financial cooperative serving the employees of Utah-based businesses. Over the decades, it expanded its membership eligibility to include individuals nationwide, provided they meet certain criteria such as residency in select regions or affiliation with partner organizations.

Today, MACU is one of the largest credit unions in the United States, boasting more than 1 million members and over $16 billion in assets. Its primary mission is to provide members with financial tools, resources, and services that promote long-term financial well-being.

Membership Eligibility and Sign-Up

Becoming a member of MACU is straightforward. Membership is open to individuals in specific geographic areas, employees of select companies, and members of partner organizations. Even those without direct eligibility can join by making a small donation to a partner organization like the American Consumer Council.

To sign up, visit a MACU branch or apply online through their website. Members gain access to an array of financial products, including checking and savings accounts, loans, and credit cards.

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Tax Season Resources for MACU Members

MACU provides members with a variety of tools and resources to simplify tax preparation and filing:

Accessing 1099-INT Forms

MACU makes it easy to retrieve the 1099-INT form, which details interest income earned on accounts. Members can access this form in several ways:

• Log into Online Banking, navigate to E-Documents, and select View Tax Form.
• Visit a local branch to request a printed copy.
• Review the year-to-date interest earned on your December statement.

Forms are typically available by the end of January. If a member has earned less than $10 in interest, a 1099-INT will not be generated, though the total interest can still be found on the account statement.

Go Paperless with eStatements

MACU encourages members to enroll in eStatements for quicker and more secure access to account and tax documents. These digital statements reduce paper clutter and are accessible through the online banking platform or mobile app. With eStatements, members can view up to three years of account history and two years of tax forms.

Consulting a Financial Advisor

MACU recommends meeting with a financial advisor before filing taxes. These professionals can help identify potential deductions or credits, avoid errors, and ensure that all relevant financial details are accounted for. Members can schedule an appointment at a local branch or virtually.

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MACU Financial Products and Their Relevance During Tax Season

MACU offers a range of products designed to help members manage their finances efficiently:

Savings and Checking Accounts

• High-Yield Savings Accounts: Competitive interest rates allow members to grow their savings faster.
• Everyday Checking: No monthly fees and robust online banking tools make account management simple.

Loans and Credit Cards

• Auto and Personal Loans: Flexible terms and low interest rates make borrowing accessible.
• Credit Cards: Options include low-interest and cashback rewards cards, which can be valuable for earning points on everyday purchases.

Investment Services

MACU provides members access to financial planning services, including retirement accounts and investment products. These tools can play a critical role in tax planning, as they may offer opportunities for deductions or tax-deferred growth.

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Benefits and Drawbacks of MACU

Advantages

• Wide Membership Eligibility: Many individuals nationwide can join through various pathways.
• Low Fees: Accounts come with minimal fees, and some products include fee-free ATM access.
• Tax Season Discounts: The partnership with TurboTax offers substantial savings for members.
• Digital Tools: The online and mobile platforms provide easy access to statements, tax forms, and account management features.

Disadvantages

• Limited Branch Availability: While MACU serves members nationwide, physical branch locations are concentrated in the western United States.
• Geographic Restrictions for Some Products: Certain loans or services may be region-specific, which could limit availability for members outside these areas.

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Tax Tips for MACU Members

Preparing for tax season requires organization and awareness of financial details. MACU advises members to keep the following tips in mind:

1. Double-Check Routing and Account Numbers: These are essential for direct deposit refunds. MACU’s routing number is 3240 7955 5.
2. Review Past Statements: Analyze your December statement for year-to-date interest earned.
3. Leverage Professional Help: Consult with a financial advisor or tax preparer to identify potential deductions and ensure accuracy.

By utilizing MACU’s resources and the TurboTax discount, members can streamline their tax preparation while potentially saving money.