Updated on Wednesday, April 8, 2026: This year’s tax day is almost here and if you’ll be filing using TurboTax’s tax-prep software, then be sure to take advantage of one of the several discounts. Below are our favorite current offers (this list is updated on an ongoing basis through April 15th):

1. 10% Off Instant TurboTax Federal Filing Discount

TurboTax is offering a 10% off discount on federal tax filing products purchased directly from Intuit through April 15, 2026. The discount applies only to the federal return. State filing fees are not included and are added separately.

2. 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).

3. Active Military Free Filing Access

Active-duty service members in pay grades E1 through E9 qualify for free filing through the TurboTax Freedom Edition. Service members above those grades receive discounted pricing. A military W-2 from the 2025 tax year is required.

4. Partnership Discounts with Financial Institutions

TurboTax has partnered with several financial major institutions and credit unions across the U.S. to provide exclusive discounts to their customers. To access these discounts, you’ll need to check your financial institution’s online portal, usually under sections like “deals” or “partnerships.” These deals may vary, so it’s worth exploring what offers your specific bank (such as Bank of America and U.S. Bank), credit union (such as BECU or NFCU), or auto club (such as AAA) may have for the 2026 tax season.

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No TurboTax Discount for BNY Pershing Customers in 2026

Unfortunately, BNY Pershing is no longer offering any discounts on TurboTax products this year. In previous tax seasons, BNY Pershing customers were eligible for special savings on TurboTax. However, the link for last year’s offer no longer applies any discount. It appears that this partnership has ended for the 2026 tax season, leaving BNY Pershing customers without a TurboTax discount option this year.

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Understanding BNY Pershing: History, Services, and How it Relates to Tax Season

BNY Pershing is one of the leading providers of financial services to institutional investors, wealth managers, and financial advisors. As part of the Bank of New York Mellon Corporation, BNY Pershing offers a wide range of services that help individuals and organizations manage their investments, taxes, and other financial needs.

History and Background
BNY Pershing traces its roots back to the early 1930s when it was founded as a small firm focused on securities trading. Over the years, it evolved, expanding its offerings to include clearing and custody services for financial institutions, as well as investment and wealth management solutions for individual clients.

In the 2000s, BNY Pershing became part of Bank of New York Mellon, one of the oldest and most respected financial institutions in the world. Today, BNY Pershing serves a wide range of clients, from large institutions to individuals working with financial advisors. Its services include wealth management, tax reporting, investment solutions, and a suite of tools designed to help clients optimize their portfolios and navigate tax season.

Services Offered by BNY Pershing
BNY Pershing provides a broad range of services tailored to the financial needs of individuals and institutions. These services include:

• Investment Solutions: BNY Pershing offers a variety of investment tools and platforms, helping clients manage portfolios and make informed financial decisions. Whether you’re investing in stocks, bonds, mutual funds, or alternative investments, BNY Pershing provides the infrastructure and guidance needed for successful investing.
• Tax Reporting Services: BNY Pershing is known for its tax reporting services, which help clients navigate the complexities of tax filing. Each year, BNY Pershing delivers 1099 tax forms to clients, which detail various income sources, including dividends, interest, and capital gains. These forms are an essential part of tax reporting for investment portfolios.
• Financial Advisor Services: The company provides various tools and resources for financial advisors, helping them manage client portfolios, execute trades, and ensure compliance with financial regulations. This is particularly valuable during tax season, as advisors can offer clients timely advice on tax-efficient investment strategies.
• Technology and Digital Tools: BNY Pershing also offers a wide array of digital tools to streamline the investing process. Their platforms provide real-time access to account information, trade execution, and investment research, which can help clients make informed decisions. Additionally, their tax reporting services include online access to your forms, making it easier to stay organized during tax season.

Sign-Up Process for BNY Pershing
If you’re interested in opening an account with BNY Pershing, the process is relatively straightforward. For individual investors, you typically need to work with a financial advisor who has access to BNY Pershing’s platform. The sign-up process involves providing personal identification information, such as your Social Security number, address, and financial details. Once your account is set up, you’ll have access to BNY Pershing’s full suite of services.

Institutions and financial advisors who wish to work with BNY Pershing can also sign up through a similar process, though the account setup may involve additional paperwork and regulatory compliance steps.

Benefits of Using BNY Pershing
There are several benefits to using BNY Pershing’s services, especially during tax season. Some of the key benefits include:

• Comprehensive Tax Reporting: As a custodian and clearinghouse, BNY Pershing handles tax reporting for many of its clients. By receiving 1099 forms detailing investment income, clients can easily access the information they need for tax preparation. This can save time and effort during tax season, making it easier to file taxes accurately.
• Expertise in Investment Management: BNY Pershing’s platform is widely used by financial advisors, which ensures that you have access to the expertise and knowledge of professional investment managers. This can help ensure that your portfolio is structured efficiently, not only for growth but also for minimizing tax liabilities.
• Variety of Investment Options: BNY Pershing offers a wide range of investment options, including retirement accounts, taxable investment accounts, and tax-advantaged products like IRAs. This variety allows clients to tailor their investments to their specific tax situation and financial goals.
• Robust Digital Tools: BNY Pershing’s online and mobile platforms are easy to use and provide real-time access to account information. This level of transparency is useful for tracking investments, managing portfolio performance, and keeping track of tax-related details.

Drawbacks of BNY Pershing
Despite its many benefits, there are some drawbacks to using BNY Pershing that are worth considering:

• Limited Direct Consumer Access: Unlike many banks or investment firms that allow individuals to directly open accounts, BNY Pershing’s platform is primarily used by financial advisors and institutions. As an individual, you would need to work with an advisor to take full advantage of their services, which may not be ideal for everyone.
• Higher Fees for Some Services: BNY Pershing’s services may come with higher fees compared to other custodians or platforms, especially for smaller investors. While institutional clients often benefit from discounted fees, individuals may face higher costs for account management or investment services.
• Lack of Personal Support: While BNY Pershing offers excellent services for financial advisors, individual investors may find that the level of customer support is not as personalized as they would like. Many interactions are managed through advisors, and direct customer service may not be as accessible for those who need hands-on assistance.

BNY Pershing’s Role During The 2026 Tax Season

During tax season, BNY Pershing plays a significant role by delivering important tax-related documents like 1099 forms. These forms provide a detailed breakdown of income earned through investments, including dividends, interest, and capital gains. Clients who have accounts through BNY Pershing typically receive these forms between January 31 and March 15, 2026, although the timing may vary depending on account activity and specific portfolio holdings.

For BNY Pershing clients, receiving accurate and timely tax forms is a critical part of the tax preparation process. These forms are necessary for filing taxes and ensuring that all income is reported correctly to the IRS.

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For those looking to manage their finances effectively, understanding the services and tools offered by financial institutions like BNY Pershing can help streamline investment management, especially during tax season. However, with no TurboTax discount available this year, clients may need to seek alternative methods of reducing their tax preparation costs.

Updated on Wednesday, April 8, 2026: This year’s tax season is officially underway 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 2026 discounts available now:

1. 10% Off TurboTax Federal Tax Software Discount

TurboTax is offering a 10% discount on federal filing products purchased directly through Intuit until April 15, 2026. This reduction applies only to federal returns and does not affect state filing fees, which are calculated separately. The discounted price is automatically reflected at checkout when eligible products are selected.

2. 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).

3. TurboTax Freedom Edition for Military Members

Active-duty military personnel in pay grades E1 through E9 can file their taxes at no cost using the TurboTax Freedom Edition. Higher-ranking service members are eligible for discounted pricing instead of full free access. A military W-2 from the 2025 tax year is required to verify eligibility. The program is structured to handle the unique tax circumstances that often come with military service, making the filing process simpler.

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.

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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 Wednesday, April 8, 2026: Tax season is a little bit easier this year—and more affordable—thanks to several discounts and promotions available from TurboTax. Below is a breakdown of our favorite deals available from now through the April 15th tax filing deadline:

1. 10% Off Instant Discount From TurboTax

TurboTax is currently 10% off instant discount on its federal tax filing products when purchased directly from Intuit, with the offer running through April 15, 2026. The discount applies only to federal returns and does not cover state filing fees. State returns are added separately during the filing process. The discounted amount is automatically reflected when an eligible product is selected.

2. 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).

3. TurboTax Freedom Edition for Military Members

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

4. 10-20% Discounts Through Financial Institutions

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

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TurboTax and Mountain America Credit Union (MACU) Partnership

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

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

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Mountain America Credit Union (MACU): Background and Services

History and Mission

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

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

Membership Eligibility and Sign-Up

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

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

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Tax Season Resources for MACU Members

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

Accessing 1099-INT Forms

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

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

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

Go Paperless with eStatements

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

Consulting a Financial Advisor

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

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MACU Financial Products and Their Relevance During Tax Season

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

Savings and Checking Accounts

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

Loans and Credit Cards

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

Investment Services

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

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Benefits and Drawbacks of MACU

Advantages

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

Disadvantages

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

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Tax Tips for MACU Members

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

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

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