Updated on Sunday, April 6, 2025: With the 2025 tax deadline quickly approaching, now’s your last chance to grab one of TurboTax’s deals before April 15th. Here’s our complete list of TurboTax offers available today:

1. Extra 10% Off TurboTax Online Versions

For those planning to file using TurboTax Online, you can receive an extra instant 10% off federal products by purchasing directly from Intuit. This deal stacks on top of the end-of-season pricing on all online versions. Note that this discount applies only to federal products and cannot be combined with other offers. This deal expires on April 15, 2025.

2. 50% Off QuickBooks Solopreneur Bundle

Self-employed individuals and small business owners can save 50% on the QuickBooks Solopreneur Bundle for the first three months. This discount reduces the monthly cost from $20 to $10, providing valuable tools for managing business finances and integrating them seamlessly with TurboTax for tax filing.

3. Discounts for Military Members

TurboTax continues to support members of the U.S. military by offering free access to the TurboTax Freedom Edition for active-duty personnel ranked E1 through E9. Service members with higher ranks can still access exclusive discounts. To qualify, you’ll need to provide a military W-2 tax form from the fiscal year 2024. This offer is particularly beneficial for those with unique tax circumstances related to military service.

4. Partner Discounts Through Banks and Credit Unions

TurboTax has partnered with various banks and credit unions nationwide to offer exclusive discounts. That incudes Bank of America, AAA, Chase Bank, AARP, Schwab, SECU and Capital One. Customers can check their financial institution’s online portal for available promotions under the “deals” or “partnerships” sections. These collaborations are designed to provide financial relief to loyal customers of participating institutions.

5. TurboTax Free Edition for Simple Returns

If you have a straightforward tax situation, TurboTax’s Free Edition allows you to file both federal and state taxes without charge. It supports basic forms like the 1040 and provides access to credits such as the Earned Income Tax Credit (EITC), Child Tax Credit, and Student Loan Interest Deduction. However, only about 37% of taxpayers qualify for this offer, as it excludes complex filings like itemized deductions, business income, or investment earnings. For those who qualify, this option can be a reliable and budget-friendly choice.

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TurboTax and Golden 1 Credit Union Partnership

Golden 1 Credit Union has once again partnered with TurboTax to offer members a 20% discount on TurboTax 2025 federal products. This longstanding collaboration ensures that Golden 1 members have access to affordable tax preparation tools during the critical tax season.

To take advantage of this deal, Golden 1 members simply need to visit the credit union’s website and navigate to the TurboTax partnership link. From there, the discount is automatically applied when purchasing federal tax filing products. Keep in mind that this offer is exclusive to federal filings and cannot be combined with other TurboTax promotions.

Golden 1’s partnership with TurboTax is just one of the ways the credit union provides value to its members, reinforcing its mission of financial empowerment and accessibility.

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Golden 1 Credit Union: Background and Benefits

Golden 1 Credit Union, headquartered in Sacramento, California, is one of the largest credit unions in the United States, with over 1.1 million members and assets exceeding $18 billion. Established in 1933, Golden 1 was initially founded to serve California state employees. Over time, it expanded its membership eligibility to include anyone living or working in California.

Core Services and Financial Offerings

Golden 1 offers a wide range of financial products, including:

• Savings and Checking Accounts: Competitive interest rates and minimal fees make these accounts a reliable choice for everyday banking.
• Loans and Credit Options: Members can access auto loans, home mortgages, personal loans, and credit cards with favorable terms.
• Investment and Retirement Planning: Golden 1 provides tools and advice to help members achieve long-term financial goals.

Golden 1 and Tax Season Resources

Golden 1 supports its members during tax season in several ways:

1. Access to Tax Discounts: Through its partnership with TurboTax, Golden 1 offers a 20% discount on federal tax products.
2. Fraud Protection Tips: The credit union educates members on safeguarding personal and financial information during the busy tax season.
3. Financial Wellness Resources: Golden 1’s Financial Wellness Center provides educational tools to help members manage their money effectively, including tips on budgeting, saving, and preparing for taxes.

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Benefits of Golden 1 Membership

Golden 1 stands out for its member-focused approach, offering a mix of financial benefits and community support.

Advantages

• Lower Fees: Credit unions like Golden 1 typically charge lower fees than traditional banks.
• Member-Owned: As a not-for-profit institution, Golden 1 reinvests earnings back into its services, resulting in better rates and benefits for members.
• Local Focus: Golden 1 is committed to supporting California communities through grants, scholarships, and other initiatives.

Drawbacks

• Geographic Limitations: Membership is restricted to those living or working in California.
• Digital Features: While the credit union offers online and mobile banking, its technology may not be as advanced as that of larger national banks.

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Fraud Prevention During Tax Season

Golden 1 Credit Union is committed to protecting its members from fraud and scams, particularly during the heightened activity of tax season. Here are some key tips:

• Stay Vigilant Against Phishing Attempts: Golden 1 will never send unsolicited messages asking for personal information like passwords or verification codes.
• Use Strong Passwords: Create unique usernames and passwords for all financial accounts. Where possible, enable two-factor authentication for added security.
• Monitor Accounts Regularly: The Golden 1 Mobile Banking app allows members to set up alerts, monitor transactions, and quickly respond to any suspicious activity.
• Keep Software Updated: Ensure your devices are running the latest security updates to protect against malware and cyber threats.

For more resources, visit Golden 1’s Financial Wellness Center or contact their fraud prevention team directly at 1-877-GOLDEN 1.

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Alternatives to TurboTax for Filing Taxes

While TurboTax remains a popular choice, there are several other free and low-cost tax preparation options:

1. IRS Free File

Taxpayers earning $73,000 or less can access free tax software through the IRS Free File program. This service supports federal and state filings, but those with higher incomes will need to use free fillable forms for federal returns.

2. Volunteer Income Tax Assistance (VITA)

The VITA program provides free tax preparation for individuals earning $60,000 or less, people with disabilities, and those with limited English proficiency. IRS-certified volunteers offer help at various community locations.

3. Tax Counseling for the Elderly (TCE)

Tailored for taxpayers aged 60 and older, the TCE program offers free tax preparation with a focus on retirement-related issues. Many TCE sites are run by the AARP Foundation’s Tax-Aide program.

4. MilTax for Military Personnel

The Department of Defense offers MilTax, a free tax preparation and filing software designed for military members and their families. This service includes specialized support for handling unique military tax situations.

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Our Final Thoughts

TurboTax and Golden 1 Credit Union continue to provide valuable resources and discounts to ease the burden of tax season. Whether you’re a Golden 1 member taking advantage of the 20% TurboTax discount or exploring free options like IRS Free File or VITA, there’s a solution tailored to your financial situation.

As always, take time to review your tax forms carefully, utilize trusted software, and consider working with reputable organizations to ensure a smooth and secure filing process. With the right tools and preparation, tax season doesn’t have to be overwhelming.

Updated on Sunday, April 6, 2025: The 2025 tax deadline is nearly upon us, and as always, TurboTax continues to offer a range of discounts through several different partnerships to help you save on their tax prep software (such as SECU). Here’s a rundown of all of our favorite deals currently deals available on TurboTax, including Basic, Deluxe, Premier, Home & Business and Self-Employed editions:

1. Extra 10% Off TurboTax Online Versions

TurboTax has an additional 10% off instant coupon that’s now live that can be applied towards all online federal tax products when purchased directly from Intuit (the coupon is activated by following the link). This offer complements the current end-of-season pricing across all TurboTax Online versions. However, it’s worth noting that this discount applies only to federal products—not state filings. The offer ends on April 15, 2025.

2. 50% Off QuickBooks Solopreneur Bundle

Freelancers and self-employed individuals can take advantage of a 50% discount on the QuickBooks Solopreneur Bundle for the first three months. This offer reduces the cost from $20 to $10 per month and combines financial tracking with tax preparation tools tailored for small business owners.

3. Discounts for Military Members

Active-duty service members ranked E1 through E9 are eligible for free access to TurboTax Freedom Edition for the 2025 tax season. Those with higher ranks can still access discounted products. A valid military W-2 from the 2024 tax year is required to claim this offer.

4. Partner Discounts Through Banks and Credit Unions

TurboTax collaborates with financial institutions and credit unions to provide exclusive discounts. This incudes partners such as Bank of America, Capital One, AAA, PenFed, Vanguard and State Farm. Check your bank’s online portal or member benefits section for current offers.

5. Free Edition for Simple Returns

TurboTax’s Free Edition allows taxpayers with straightforward returns to file both federal and state taxes at no cost. It supports basic forms, including the 1040, and offers limited credits such as the Earned Income Tax Credit (EITC), Child Tax Credit, and Student Loan Interest Deduction. However, only about 37% of taxpayers qualify, as this option doesn’t accommodate complex scenarios like itemized deductions, investments, or business income.

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TurboTax Discounts for SECU Members

The State Employees’ Credit Union (SECU) has maintained a partnership with TurboTax, offering members a 20% discount on tax preparation software. This discount applies to federal filing products and is available through a special link provided in the SECU member portal.

To claim the discount, SECU members can:

1. Log in to their SECU online account.
2. Navigate to the “Member Discounts” section.
3. Follow the TurboTax link to automatically apply the savings during purchase.

This partnership reflects SECU’s commitment to providing financial benefits and resources for its members during tax season.

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Understanding State Employees’ Credit Union (SECU)

Founded in 1937, SECU is one of the largest credit unions in the United States, serving over 2.7 million members. Initially established to support North Carolina’s state employees, SECU has grown to include various financial services, including loans, savings accounts, and tax-related tools.

Tax Resources Offered by SECU

SECU assists members with tax preparation and document management by providing easy access to essential tax forms:

• IRS Form 1098: Shows mortgage interest, property taxes, and private mortgage insurance paid via escrow.
• IRS Form 1099-INT: Reports interest earned from SECU deposit accounts.
• IRS Form 1099-R: Details distributions from retirement accounts, including IRAs.
• IRS Form 1099-C: Indicates canceled debt of $600 or more.
• IRS Form 5498: Provides IRA contribution details.

Members can view these forms online through SECU’s Member Access portal by January 31, 2025 for most documents and by May 31, 2025 for Form 5498.

Additional Tax Tools and Benefits

• Credit Card Annual Activity Summary: SECU offers an itemized summary of credit card transactions, categorized for easier budgeting and tax preparation. This feature is available to members with at least 25 annual purchases.
• Direct Deposit Refunds: SECU ensures fast refunds via direct deposit, requiring members to provide accurate routing (253177049) and account information.

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Pros and Cons of Using SECU for Tax Season

Benefits

1. Convenient Access to Tax Documents: Members can retrieve essential forms online, streamlining the tax filing process.
2. Discounted TurboTax Services: SECU’s partnership with TurboTax ensures significant savings.
3. Comprehensive Financial Support: From mortgage statements to IRA details, SECU provides a holistic view of your financial picture.

Drawbacks

1. Limited to SECU-Generated Forms: Members need to retrieve forms from other financial institutions for external accounts or investments.
2. Digital Accessibility Required: Navigating SECU’s online portal may pose challenges for less tech-savvy individuals.

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Free and Low-Cost Tax Preparation Options

For those seeking alternatives to paid services, several free and affordable resources are available:

IRS Free File

If your income is $73,000 or less, you can access free tax preparation software through the IRS Free File program. It offers user-friendly options to file federal and state taxes. For incomes above $73,000, the IRS provides fillable forms for federal returns.

Volunteer Income Tax Assistance (VITA)

The VITA program offers free tax help for individuals earning $64,000 or less, as well as for persons with disabilities and those with limited English proficiency. IRS-certified volunteers assist with basic tax preparation and electronic filing.

Tax Counseling for the Elderly (TCE)

Designed for taxpayers aged 60 and older, TCE offers free tax counseling through IRS-trained volunteers. Many TCE sites are operated by the AARP Foundation’s Tax-Aide program, which runs from late January through mid-April.

MilTax for Military Members

Available through the Department of Defense, MilTax provides free tax preparation software and e-filing for all military members, regardless of income.

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How to Avoid Tax Filing Errors

Whether filing independently or with professional help, accuracy is critical:

1. Verify Direct Deposit Information: Ensure your routing and account numbers are correct to avoid delays or lost refunds.
2. Double-Check Tax Documents: Cross-reference forms like W-2s, 1099s, and mortgage statements for discrepancies.
3. Use Reputable Software: Trusted platforms like TurboTax simplify the filing process and reduce errors.

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Our Final Thoughts

SECU and TurboTax provide valuable resources to navigate tax season efficiently. From discounted software to accessible tax documents, these tools cater to a variety of financial situations. Whether you’re taking advantage of free tax preparation programs or leveraging SECU’s partnerships, careful planning and attention to detail will help ensure a smooth filing experience.

Updated on Sunday, April 6, 2025: With the April 15th tax deadline fast approaching, we’re tracking the best TurboTax deals to help you save when using their software. Here’s a breakdown of the latest offers you can take advantage of right now.

1. Extra 10% Off TurboTax Online

TurboTax is offering an additional 10% off on all online federal tax products when purchased directly through Intuit. This discount is on top of their current end-of-season pricing. Note that this offer applies exclusively to federal products, not state filings, and cannot be combined with other TurboTax promotions. This deal expires on April 15, 2025.

2. 50% Off QuickBooks Solopreneur Bundle

If you’re a freelancer or self-employed, QuickBooks’ Solopreneur Bundle might suit your needs. This bundle is available at a 50% discount for the first three months, reducing the monthly cost from $20 to $10. It’s a great option for managing both taxes and day-to-day financial tracking.

3. Military Discounts

TurboTax continues to support active military personnel with its Freedom Edition. This free filing option is available to service members ranked E1 through E9 and requires a military W-2 from the 2024 tax year. Higher-ranking members are still eligible for discounted pricing, ensuring that all military personnel can access affordable tax filing.

4. Discounts Through Financial Institutions

TurboTax partners with banks and credit unions across the country to offer exclusive discounts. That includes partners such as Bank of America, AAA, Fidelity, Schwab, BECU and AMEX. Check your bank or credit union’s website, typically under the “deals” or “partnerships” section, to see if special offers are available.

5. Free Edition for Simple Returns

For taxpayers with basic tax situations, TurboTax offers a Free Edition. This option allows you to file both federal and state taxes at no cost. Designed for simple returns, such as those requiring only a Form 1040, it supports limited credits, including the Earned Income Tax Credit (EITC), Child Tax Credit, and Student Loan Interest Deduction. However, this edition doesn’t cover more complex tax situations like business ownership, investments, or itemized deductions. Approximately 37% of taxpayers qualify for this free option, making it an excellent choice for those who meet the criteria.

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TurboTax Discounts for PenFed Members

PenFed, short for Pentagon Federal Credit Union, is offering its members several finance-released discounts for tax preparation this year. As in previous years, PenFed members can enjoy 20% off TurboTax federal tax products. Additionally, members can access discounts of up to $25 on H&R Block tax preparation software. These discounts are activated through special links provided in members’ PenFed accounts—no promo codes are needed.

To claim these offers:

1. Log in to your PenFed account.
2. Navigate to the relevant tax preparation discount link in the “Offers” or “Partnerships” section.
3. Follow the provided link to apply the discount automatically during your purchase.

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Pentagon Federal Credit Union: A Trusted Financial Partner

PenFed has a rich history as one of the largest credit unions in the United States. Founded in 1935, PenFed was originally established to serve members of the military and their families. Today, it has expanded its membership to include civilians, offering a wide range of financial products, including loans, credit cards, and savings accounts.

PenFed and Taxes

PenFed provides comprehensive resources to help its members manage tax season efficiently. From discounts on tax preparation software to easy access to year-end tax statements, PenFed members can take advantage of several tools to make filing taxes less stressful.

Accessing Tax Statements Online

PenFed members can view their tax documents online through their accounts. Here’s how:

1. Log in to PenFed Online.
2. Click “Other Actions” and select “Get Year-End Information.”
3. Navigate to the “Tax Statements” tab.
4. Download or view your relevant tax forms, such as Form 1098, 1099, or 5498.

PenFed offers a variety of tax forms based on account types and transactions, including:

• 1098: Mortgage interest statements.
• 1099-INT: Interest income from savings or checking accounts.
• 5498: IRA contributions.

For members who prefer electronic tax statements, PenFed provides an option to go paperless. To enroll, simply follow the e-statement sign-up instructions in your online account before January 10, 2025.

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Key Benefits of PenFed Membership During Tax Season

Exclusive Discounts

PenFed members receive access to significant savings on TurboTax and H&R Block products. These partnerships make it easier for members to file taxes without spending a fortune on professional services.

Convenient Tax Resources

PenFed’s online platform offers an intuitive way to access year-end tax summaries and critical forms. Whether you need a mortgage interest statement (Form 1098) or retirement distribution details (Form 1099-R), you can find everything in one place.

Tailored Financial Solutions

As a credit union, PenFed prioritizes member needs. With competitive rates on loans and savings accounts, PenFed supports financial stability throughout the year. During tax season, this translates into fewer headaches and more resources to navigate financial obligations.

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Drawbacks of Using PenFed for Tax Resources

While PenFed offers several tax-related advantages, it’s important to consider the potential downsides:

1. Limited Form Availability: Not all tax forms are provided. For example, PenFed does not issue forms for external financial transactions or accounts not tied to the credit union.
2. Digital Dependence: Accessing tax statements requires internet connectivity and familiarity with PenFed’s online platform, which could pose challenges for less tech-savvy members.

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Membership and Enrollment

Joining PenFed is straightforward. While it initially served military members, PenFed has since expanded its membership criteria. Today, anyone can join by opening a savings account with a minimum deposit of $5. Membership provides access to PenFed’s full suite of financial products, including loans, mortgages, and tax preparation benefits.

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Our Final Thoughts

TurboTax’s 2025 discounts and PenFed’s exclusive member offers make tax season a little more manageable. Whether you’re filing a simple return or need advanced tools for a complex situation, these promotions provide valuable savings. PenFed’s resources, including access to year-end tax documents and tailored financial services, enhance the overall experience, making it a solid choice for anyone seeking support during tax season.