Updated on Sunday, April 6, 2025: April 15th is just around the corner, 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 from now through this year’s tax deadline:

1) 10% Off TurboTax Online Versions

TurboTax is offering an additional 10% instant coupon on all online federal products when purchased directly through Intuit. This is on top of current end-of-season pricing, making it an attractive option for those of you filing early. Note that the savings do not apply to state products, and this deal cannot be combined with other offers. The promotion runs until April 15, 2025.

2) QuickBooks Solopreneur Bundle – 50% Off

If you’re self-employed, the QuickBooks Solopreneur Bundle could streamline your bookkeeping and tax preparation. For a limited time, TurboTax is offering this bundle at half price for the first three months. Instead of the usual $20 per month, you’ll pay just $10 per month.

3) Free TurboTax Freedom Edition for Military Personnel

TurboTax supports active military members (ranks E1 through E9) by providing free access to its Freedom Edition. Higher-ranking personnel are not eligible for free access but can still receive a significant discount. To qualify, a military W-2 tax form from 2024 is required.

4) 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).

5) Free Edition for Simple Tax Returns

For taxpayers with basic financial situations, TurboTax’s Free Edition enables free filing of both federal and state returns. This edition is ideal for straightforward filings, such as Form 1040 submissions, and supports limited credits, including the Earned Income Tax Credit (EITC), Child Tax Credit, and Student Loan Interest Deduction. However, the Free Edition is not suitable for more complex scenarios, like itemized deductions, investment income, or business ownership. Roughly 37% of taxpayers qualify for this option.

6) H&R Block Alternative – 20% Off

If you prefer to explore other options, H&R Block offers 20% off its tax preparation software through April 15, 2025. Their software supports seamless data import from TurboTax, allowing users to switch platforms without hassle. Versions such as Basic, Deluxe+State, Premium, and Premium & Business are included in the discount.

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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, April 6, 2025: This year’s tax deadline is just around the corner and as always, TurboTax is offering a variety of discounts to help you save a few bucks when filing your return in time. Here’s a look at our favorite TurboTax 2025 discounts available from now through the end of April:

1) Extra 10% Off TurboTax Federal Products

TurboTax is providing an additional 10% instant coupon on its online federal tax products when purchased directly through Intuit. This offer stacks with the current end-of-season pricing, offering significant savings for those of you filing before April 15th. The discount is applicable only to federal tax filings and excludes state products. It also cannot be combined with other TurboTax offers. This promotion is valid until April 15, 2025.

2) 50% Off QuickBooks Solopreneur Bundle

For self-employed individuals and small business owners, TurboTax offers a 50% discount on the QuickBooks Solopreneur Bundle for the first three months. This bundle, available for just $10 per month (down from $20), is designed to simplify expense tracking, invoicing, and tax preparation.

3) TurboTax Freedom Edition for Military Members

Military personnel ranked E1 through E9 are eligible for TurboTax’s Freedom Edition at no cost. This version is tailored to meet the unique tax needs of active-duty service members. For those ranked higher than E9, discounted pricing is available instead. To claim the free or discounted option, a military W-2 form from fiscal year 2024 is required.

4) Discounts Through Financial Institutions

TurboTax frequently partners with major banks and credit unions to provide exclusive member discounts. This incudes Bank of America, AAA, MACU, Capital One, American Express, and Robinhood. Many of these offers can be accessed through your institution’s online banking portal under “deals” or “member benefits.” Checking for these promotions could help you save even more during tax season.

5) Free Edition for Simple Tax Returns

TurboTax’s Free Edition is designed for taxpayers with basic filing needs, such as individuals with straightforward returns (e.g., Form 1040). This option supports certain tax credits, including:

• Earned Income Tax Credit (EITC)
• Child Tax Credit
• Student Loan Interest Deduction

Users filing both federal and state taxes can do so at no cost with this edition. However, it doesn’t support more complex situations, such as business ownership, itemized deductions, or investment income. Approximately 37% of taxpayers qualify for the Free Edition, making it a good option for those with uncomplicated tax situations.

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TurboTax Partnership with Randolph-Brooks Federal Credit Union (RBFCU)

For years, TurboTax has collaborated with Randolph-Brooks Federal Credit Union (RBFCU) to offer its members a special discount. This year, RBFCU members can enjoy a 20% discount on TurboTax federal products.

The discount is available exclusively through the RBFCU online portal, where members can follow the designated link to access the offer (no coupon or special offer code is needed). The savings apply only to federal tax filings and cannot be combined with other promotions. Additional terms and conditions may apply, with pricing determined at the time of purchase or e-filing. This partnership exemplifies RBFCU’s commitment to supporting its members during the busy tax season.

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About Randolph-Brooks Federal Credit Union (RBFCU)

History and Background

Randolph-Brooks Federal Credit Union (RBFCU) was established in 1952 at Randolph Air Force Base in Texas. Initially created to serve military personnel and their families, RBFCU has since expanded its membership to include residents, employees, and businesses across select regions in Texas. Today, RBFCU stands as one of the largest credit unions in the United States, with over 1 million members and more than $15 billion in assets.

RBFCU’s mission is to provide affordable financial products and services while promoting financial education and security for its members. By focusing on low fees and competitive rates, the credit union aims to deliver value to its community.

Membership Eligibility and How to Join

Becoming an RBFCU member is simple. Eligibility extends to individuals who:

• Reside or work in specific counties in Texas.
• Are employees of select companies or organizations.
• Have family members who are existing RBFCU members.

Individuals who don’t meet these criteria can still join by making a small donation to an affiliated organization. Applications can be completed online or in person at a branch. Once approved, members gain access to a wide range of financial products, from basic savings accounts to specialized loan programs.

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Tax-Related Tools and Resources for RBFCU Members

RBFCU provides several resources to assist its members during tax season. These tools are designed to simplify the process and ensure accuracy when filing returns.

Accessing Tax Forms

Members can easily retrieve their tax documents, such as the 1099-INT form, which details interest income earned on accounts. Here’s how to access these forms:

• Log into RBFCU’s Online Banking Portal and navigate to the Tax Forms section.
• Request a paper copy by visiting a local branch.

For accounts that earned less than $10 in interest, a 1099-INT may not be issued. However, year-to-date interest information can still be found in monthly account statements.

Financial Planning Services

RBFCU encourages members to consult with financial advisors to better prepare for tax season. Advisors can help identify deductions, review tax strategies, and ensure all financial documents are in order. Appointments can be scheduled online or in person at participating branches.

eStatements

RBFCU members can sign up for eStatements, which provide electronic access to account statements and tax documents. Going paperless has multiple advantages, including faster access to statements and reduced clutter. Through the online banking platform, members can view and download statements from previous years, as well as other financial notifications.

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Financial Products and Services at RBFCU

RBFCU offers a comprehensive lineup of financial products to support its members’ needs throughout the year, including tax season.

Savings and Checking Accounts

RBFCU provides:

• High-Yield Savings Accounts: Competitive interest rates help members grow their savings over time.
• Free Checking Options: Accounts with no monthly fees and access to online and mobile banking tools.

Loans and Credit Products

RBFCU’s loan options include:

• Auto Loans: Low rates and flexible repayment terms.
• Personal Loans: Useful for consolidating debt or covering unexpected expenses.
• Mortgage Loans: RBFCU offers fixed and adjustable-rate mortgage options.

Credit card offerings feature low-interest rates and cashback rewards, which can help members earn money on everyday spending.

Retirement and Investment Services

RBFCU’s investment division provides retirement accounts, such as IRAs, and other long-term savings options. These tools are particularly valuable during tax season, as they may offer tax-deferred growth or deductions.

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Benefits and Drawbacks of RBFCU

Advantages

• Affordable Products: RBFCU offers low fees, competitive interest rates, and valuable member benefits like the TurboTax discount.
• Comprehensive Digital Tools: The online and mobile platforms make account management and tax preparation convenient.
• Financial Education: The credit union emphasizes member education through webinars, tools, and financial planning resources.

Disadvantages

• Limited Geographic Reach: Membership and physical branches are concentrated in Texas, which may be less convenient for members outside this area.
• Product Availability: Certain services, such as specialized loans, may only be available to members meeting specific criteria.

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Tax Season Tips for RBFCU Members

Preparing for tax season can be daunting, but RBFCU offers several tips to make the process smoother:

1. Double-Check Your Information: Ensure that routing and account numbers are correct to avoid delays with direct deposit refunds. RBFCU’s routing number is 3140 8958 2.
2. Organize Your Documents: Gather all necessary forms, including W-2s, 1099s, and other financial statements.
3. Consult an Advisor: Schedule a meeting with a financial professional to review your tax strategy and identify possible deductions or credits.

RBFCU’s partnership with TurboTax and its comprehensive financial tools make it a valuable ally during tax season. Members can take advantage of these resources to simplify their filing process while maximizing potential savings.

Updated on Sunday, April 6, 2025: This year’s tax deadline is almost here, 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) Extra 10% Off TurboTax Federal Products

TurboTax is offering an additional 10% instant discount on federal tax filing products purchased directly through its platform. This discount complements their current end-of-season pricing. However, this deal applies only to federal products and does not extend to state filings. Keep in mind that the offer cannot be combined with other promotions and will expire on April 15, 2025.

2) 50% Off QuickBooks Solopreneur Bundle

TurboTax’s partnership with QuickBooks offers a 50% discount on the Solopreneur Bundle for the first three months. This package is tailored to self-employed individuals and small business owners, reducing the cost from $20/month to $10/month. It’s a great tool for managing expenses, invoices, and tax preparation all in one place.

3) TurboTax Freedom Edition for Military Personnel

Active-duty military members ranked E1 through E9 can take advantage of TurboTax’s Freedom Edition at no cost. This version is designed to meet the unique tax filing needs of service members. Those ranked above E9 are not eligible for the free version but can still access additional discounts. To qualify, you’ll need to provide a military W-2 form from fiscal year 2024.

4) 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.

5) TurboTax Free Edition for Simple Returns

For those with uncomplicated tax situations, TurboTax’s Free Edition is an option. It allows users to file both federal and state taxes at no cost, making it ideal for straightforward returns such as those using Form 1040. This edition supports common credits, including:

• Earned Income Tax Credit (EITC)
• Child Tax Credit
• Student Loan Interest Deduction

While about 37% of taxpayers qualify for the Free Edition, it’s important to note that it doesn’t accommodate more complex scenarios like business ownership, itemized deductions, or investment income. If your financial situation fits within the parameters of this edition, it’s an effective way to save on tax preparation costs.

TurboTax and Suncoast Credit Union Partnership

If you’re a member of Suncoast Credit Union, TurboTax is once again offering discounts to members the 2025 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.