Updated on Monday, February 16, 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 Monday, February 16, 2026: Tax season is back again and if you’re planning on using TurboTax to file your return, there’s a range of savings tailored to different needs. Here’s a summary of the current TurboTax deals than you can pick up now through the end of February:

1. 20% Off Instant Discount

Intuit is offering an instant 20% discount on TurboTax federal filing products purchased directly through its platform, with the offer running until March 30, 2026. The reduction applies solely to the federal return and does not extend to state filings. State returns are priced separately and added during the checkout process. The adjusted pricing appears automatically when an eligible product is selected.

2. App-Based Free Filing for First-Time TurboTax Users

Taxpayers who did not use TurboTax during the prior filing year can complete their federal and state returns at no cost using the TurboTax mobile app. This option is available only through the self-guided filing path. The free filing offer supports a variety of income sources, including contract work, investment income, and rental properties. Returns must be filed in the app by February 28, 2026 to remain eligible.

3. Lower Rates for Early Submissions

TurboTax pricing increases as the filing season progresses, making early filing the least expensive option for many users. Federal returns filed by February 27, 2026 may cost up to $40 less than later submissions. Filers can still choose between self-preparation and 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-Specific Filing Option

Active-duty service members in pay grades E1 through E9 are eligible to file for free using the TurboTax Freedom Edition. Those in higher pay grades are offered discounted pricing rather than full free access. A military W-2 from the 2025 tax year is required to verify eligibility. This edition is structured to accommodate filing needs common to military households.

6. Collaborations with Financial Institutions

TurboTax often partners with major banks and credit unions to provide exclusive discounts for qualifying members. Some of the more popular partnerships include Bank of America, AAA, Fidelity Investments, Vanguard, Bethpage, NFCU, and Charles Schwab. Check your financial institution’s portal under the “deals” or “partnerships” sections to find potential offers.

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No TurboTax Discount for Wells Fargo Customers in 2026

Unlike previous years, it appears that TurboTax is not providing a discount for Wells Fargo customers during the 2026 tax season. Historically, TurboTax had partnered with Wells Fargo to offer exclusive savings on its tax preparation products, but this collaboration is not in place this year. While this change may disappoint some Wells Fargo account holders, there are still other discounts available through TurboTax’s promotions or partnerships with other financial institutions. For Wells Fargo customers, taking advantage of TurboTax’s direct discounts or exploring alternatives like H&R Block may be the best options.

Wells Fargo: History, Services, and Tax-Related Information

Wells Fargo, one of the largest financial institutions in the United States, traces its roots back to 1852. Established during the California Gold Rush, the company began as a banking and express delivery service. Over the decades, it expanded to become a household name in financial services, with offerings that include banking, investments, and lending.

Signing Up for Wells Fargo Services

Opening an account with Wells Fargo can be done online or at one of its many branch locations nationwide. Customers can choose from various account types, such as checking, savings, credit cards, mortgages, personal loans, and investment accounts. The bank also provides digital banking services, allowing users to manage their accounts, transfer funds, and pay bills through its mobile app and website.

Tax Documents and Deadlines for Wells Fargo Customers

Wells Fargo issues tax documents based on account activity, and understanding these documents is crucial for tax preparation. Here’s an overview of the types of tax documents Wells Fargo provides:

• Checking, Savings, or Other Deposit Accounts: If you earned $10 or more in interest, you’ll receive a 1099-INT form.
• Mortgage and Home Equity Accounts: Customers who paid interest on their loans will receive a 1098 form.
• Brokerage Accounts: Tax documents are issued if you earned $10 or more in dividends, interest, or capital gains distributions. Proceeds from sales are also reported.
• Retirement Accounts: A 1099-R form is provided for distributions of $10 or more.
• Trust Accounts: Tax documentation depends on the specific activity within the account. For detailed information, customers are advised to contact their Relationship Manager.

Tax documents are mailed no later than January 31, or February 15, 2025 for brokerage accounts. For those who close their accounts, paper tax documents will be sent by mail. Active customers with online access can download their documents via the Wells Fargo portal.

Tax Season Tips for Wells Fargo Customers

• Reviewing Statements: Check year-end statements to verify whether you should receive tax documents. For example, a 1098 form is issued only if you paid interest on a mortgage loan, while a 1099-INT is provided for earning $10 or more in interest on deposit accounts.
• Accessing Documents Online: Use Wells Fargo’s online banking platform to view and download tax forms. Note that while you can print these documents, they cannot be directly uploaded to tax preparation software like TurboTax.
• Brokerage and Retirement Accounts: Federal reporting requirements may result in discrepancies between year-end statements and official tax documents. If unsure, consult a financial advisor or Relationship Manager.

Wells Fargo’s Role in Financial Planning

Wells Fargo offers various tools and resources to help customers manage their finances, including:

• Budgeting Tools: Through its mobile app, customers can track spending, set savings goals, and analyze financial trends.
• Investment Options: Wells Fargo’s investment arm provides opportunities to grow wealth through mutual funds, stocks, bonds, and retirement accounts.
• Credit Resources: The bank offers credit counseling and monitoring to help users maintain good credit health.
• Educational Content: Wells Fargo’s website features articles and tools to educate customers on financial topics, including saving for taxes and managing debt.

Benefits and Drawbacks of Banking with Wells Fargo

Benefits:

• Wide Accessibility: With thousands of branches and ATMs nationwide, Wells Fargo offers convenient access to banking services.
• Comprehensive Product Line: The bank provides a wide range of financial products, making it a one-stop shop for many customers.
• Robust Digital Tools: The Wells Fargo app and online banking platform are user-friendly and packed with features.

Drawbacks:

• Fees: Some accounts come with monthly maintenance fees, which can be waived only under certain conditions.
• Past Controversies: Wells Fargo has faced scrutiny for past practices, including account fraud scandals. While the bank has taken steps to rebuild trust, some customers remain cautious.
• No TurboTax Discount in 2026: This year’s lack of a TurboTax partnership might be a disadvantage for those accustomed to this perk.

Tax Filing Tips for Wells Fargo Customers

• Organize Early: Gather all necessary documents, such as W-2s, 1099s, and year-end account statements, well before the filing deadline.
• Leverage Resources: Use Wells Fargo’s financial tools to track deductible expenses, such as mortgage interest or charitable contributions.
• Consult Professionals: If your tax situation is complex, consider working with a tax advisor or using comprehensive software like TurboTax or H&R Block.

By staying informed about Wells Fargo’s offerings and utilizing available resources, customers can streamline their tax preparation process and make the most of the 2026 tax season.

Updated on Monday, February 16, 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.