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.

Updated on Sunday, April 6, 2025: 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) 10% Off TurboTax Online Federal Products

TurboTax is offering a 10% instant coupon on all federal tax products when purchased directly from Intuit. Just note that the coupon applies exclusively to federal filings, excluding state returns, and cannot be combined with any other offers. The deal is only valid until April 15, 2025.

2) 50% Off QuickBooks Solopreneur Bundle

Self-employed individuals and small business owners can benefit from TurboTax’s integration with QuickBooks. The QuickBooks Solopreneur Bundle is available at half price for the first three months, dropping the cost from $20 per month to just $10. This bundle streamlines expense tracking, invoicing, and tax preparation.

3) Free TurboTax Freedom Edition for Military Members

Active-duty military members ranked E1 through E9 qualify for TurboTax’s Freedom Edition at no charge. This offer includes features tailored to military-specific tax needs. For personnel ranked higher than E9, discounted pricing is available, though the software is not free. To apply the offer, a military W-2 form from fiscal year 2024 is required.

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.

5) Free Edition for Simple Tax Returns

For taxpayers with uncomplicated returns, TurboTax provides a Free Edition that allows users to file both federal and state taxes without cost. This option is ideal for individuals filing Form 1040 or claiming limited credits, such as:

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

However, the Free Edition isn’t suitable for more complex scenarios, such as business income, itemized deductions, or investment-related filings. Only around 37% of taxpayers qualify for this no-cost option, but for those who do, it’s a great way to save money.

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TurboTax and Mountain America Credit Union (MACU) Partnership

For 2025, 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.

Updated on Sunday, April 6, 2025: This year’s tax deadline is almost here and if you’re planning on filing with the help of TurboTax, then be sure to take advantage of one of the several discounts available on their software. Here’s a breakdown of the our favorite current TurboTax discounts, deals and coupons in April:

1. Extra 10% Off TurboTax Online Versions

TurboTax is offering an additional 10% off instant coupon on federal tax products for those who order directly through Intuit. This discount can be combined with their current end-of-season pricing now live for all online versions. However, note that the discount is limited to federal products (no state filings included) and cannot be combined with other offers. This deal ends April 15, 2025.

2. 50% Off QuickBooks Solopreneur Bundle

Small business owners and self-employed individuals can access the QuickBooks Solopreneur Bundle at half price for the first three months. This reduces the monthly cost from $20 to $10, offering an affordable way to manage business finances while integrating seamlessly with TurboTax for tax preparation.

3. Free TurboTax Freedom Edition for Military Personnel

TurboTax continues its tradition of supporting the military by offering the Freedom Edition free to active-duty members ranked E1 through E9. Higher-ranking personnel can access discounts, but the software is no longer free for them. To qualify, applicants must provide a military W-2 form from the fiscal year 2024. This offer ensures military members have access to robust tax tools designed to accommodate unique military tax scenarios.

4. TurboTax Partnerships with Financial Institutions

TurboTax has partnered with several financial institutions, including banks and credit unions, to offer additional discounts. These deals vary by institution and are often accessible through online banking portals under the “deals” or “partnerships” sections. Popular options include Bank of America, AAA, Golden1, Vanguard, Wealthfront and Penfed. Be sure to check with your financial institution to see if any exclusive offers are available to you.

5. TurboTax Free Edition for Simple Returns

For taxpayers with straightforward financial situations, TurboTax’s Free Edition allows you to file both federal and state taxes at no cost. It supports basic forms like Form 1040 and limited tax credits, including:

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

However, this offer is only available to taxpayers with uncomplicated returns. According to TurboTax, only about 37% of taxpayers qualify, as it excludes scenarios like itemized deductions, self-employment income, or investment earnings. If your return fits the criteria, this is an excellent cost-free option.

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TurboTax and Alliant Credit Union: No Discount This Year

For 2025, it appears that the Alliant Credit Union is not offering a TurboTax discount for it’s members. While something may still be available through individual accounts, as of now, no public announcements have been made about TurboTax discounts for Alliant members.

This absence may be disappointing for those accustomed to receiving savings on tax filing software, but members can still take advantage of TurboTax’s general promotions or explore alternative financial institutions for potential discounts.

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Alliant Credit Union: History, Services, and Tax-Season Tools

About Alliant Credit Union

Alliant Credit Union, headquartered in Chicago, Illinois, is one of the largest credit unions in the United States. Founded in 1935 as the United Airlines Employees’ Credit Union, Alliant initially served airline workers but has since expanded to offer membership nationwide. Today, anyone can join by meeting eligibility criteria, such as membership in a partner organization or through family connections.

With more than 700,000 members and over $15 billion in assets, Alliant Credit Union prides itself on offering a full suite of financial products and competitive rates. Its not-for-profit model means earnings are reinvested into member benefits, such as lower fees, higher savings rates, and advanced financial tools.

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How to Access Alliant Tax Statements

During tax season, Alliant Credit Union simplifies the process of accessing your tax-related documents. Members can easily retrieve their tax statements through Alliant’s online banking platform.

Tax Form Availability

Alliant provides various tax forms, such as 1099-INT for interest income. Members who earn less than $10 in interest may not receive a 1099-INT form, as it’s not required. For those earning more, tax forms are typically available by January 31, 2025.

Accessing Tax Statements Online

To access your tax forms:

1. Log in to Alliant online banking.
2. Click the Statements button on the right side of your account balance.
3. Scroll to the Tax Statements section.
4. Select and download the form you need.

If you prefer hard copies, you can request mailed statements, which typically arrive within 10-14 business days.

E-Statement Users

If you’re enrolled in Alliant’s eStatements program, you won’t receive paper copies unless you specifically request them. Instead, you’ll receive an email notification when your tax forms are ready to view online.

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Alliant’s Financial Products and Tax Season Support

Alliant Credit Union offers a wide range of services designed to meet the diverse needs of its members.

Core Financial Products

• Savings Accounts: Alliant’s High-Rate Savings Account offers competitive interest rates with no monthly maintenance fees.
• Checking Accounts: The credit union provides fee-free checking accounts with reimbursement for out-of-network ATM fees.
• Loans: Members can access auto loans, mortgages, and personal loans with low interest rates.
• Credit Cards: Alliant offers credit cards with cashback rewards and low APRs.

Tax-Season Resources

Although no TurboTax discount is available this year, Alliant provides helpful tools and resources for managing taxes:

• Financial Education: Alliant’s online Learning Center offers tips on budgeting, saving, and preparing for tax season.
• Access to Tax Statements: As described above, Alliant’s online banking platform makes it easy to download and manage your annual tax forms.
• Fraud Protection: Alliant emphasizes security, offering resources to protect members from scams that often spike during tax season.

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Benefits and Drawbacks of Alliant Credit Union

Advantages

• Higher Interest Rates: Alliant’s savings accounts consistently offer rates higher than the national average.
• Lower Fees: With no monthly maintenance fees and fee-free checking options, Alliant is an affordable choice for everyday banking.
• Nationwide Membership: While many credit unions are geographically limited, Alliant allows membership across the U.S.

Disadvantages

• Limited Physical Branches: As a mostly digital credit union, Alliant has few physical branch locations, which may not appeal to those who prefer in-person banking.
• No TurboTax Discount for 2025: The lack of a TurboTax discount this year may frustrate members who have relied on it in the past.

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Tax Filing Alternatives

For those who prefer to explore other options for tax preparation, here are some popular alternatives to TurboTax:

1. IRS Free File

The IRS Free File program provides free tax preparation software for taxpayers earning $73,000 or less. This option includes free federal filing, with some providers offering free state filing as well.

2. H&R Block Free Online Tax Filing

H&R Block offers a free option for basic filers, similar to TurboTax’s Free Edition. It includes features like a W-2 photo upload for easier data entry.

3. TaxSlayer

TaxSlayer is an affordable tax software option with pricing tiers starting at $0 for simple federal returns. It’s known for its user-friendly design and cost-effective premium packages.

4. Local Tax Preparation Services

For those with complex tax situations, working with a local CPA or tax preparer can provide peace of mind. While more expensive, this option offers personalized guidance tailored to your unique circumstances.

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Our Final Thoughts

Tax season can be stressful, but understanding your options—whether it’s discounts on tax software, support from your financial institution, or alternative filing methods—can help make the process smoother.

While TurboTax offers numerous discounts this year, including options for military members and free filing for simple returns, the absence of a TurboTax-Alliant Credit Union partnership may require members to look elsewhere for savings. On the bright side, Alliant Credit Union continues to offer valuable resources, from easy access to tax forms to robust financial tools that help members stay on top of their finances year-round.

By taking the time to explore your options and prepare early, you’ll be better equipped to tackle tax season with confidence.