Updated on Monday, February 2, 2026: It’s that time of the year again where we need to put together our tax forms from what we earned in 2025 and start filing our returns. If you’re like me and use TurboTax, here are all the top discounts available today, including those offered by major banks and credit unions, to help you save on their software:
1. 20% Off TurboTax Federal Editions
TurboTax is offering a 20% discount on federal tax filing products purchased directly from Intuit through March 30, 2026. The discount applies only to federal returns and does not include state filing fees. The reduced price is applied automatically at checkout.
2. Free App Filing for New Users
Taxpayers who did not use TurboTax in the prior tax year can file both federal and state returns for free using the TurboTax or Credit Karma mobile app. This offer is available only through the self-prepared filing option. Returns must be completed in the app by February 28, 2026.
3. Early-Bird Filing Price Reductions
TurboTax charges less earlier in the filing season, with federal returns costing up to $40 less if filed by February 27, 2026. Filers can choose between filing on their own or using professional assistance. Prices increase as the tax deadline approaches.
4. File for free with TurboTax Free Edition
TurboTax’s Free Edition. ~37% of filers qualify. Simple Form 1040 returns only (no schedules, except for EITC, CTC, student loan interest, and Schedule 1-A).
5. Military Filing Option
Active-duty service members in pay grades E1 through E9 can file at no cost using the TurboTax Freedom Edition. Higher pay grades qualify for discounted pricing. A military W-2 from the 2025 tax year is required.
6. Partnership Discounts with Financial Institutions
TurboTax has partnerships with various financial institutions and credit unions across the United States to offer exclusive discounts to their customers. That incudes major companies such as Bank of America, U.S. Bank, AAA, BECU, Fidelity Investments, and GreenState (unfortunately, PNC Bank appears to not be participating in any partner offer this year, see details below). To access these deals, check your financial institution’s online portal under sections like “deals” or “partnerships.” Availability and terms vary, so it’s worth exploring what’s offered through your bank or credit union.
TurboTax and PNC Bank: No Discount for 2026
It appears that TurboTax is no longer offering a discount to PNC Bank customers, breaking a trend from previous years (at lest we can’t find any deals). Previously, PNC Bank customers could access savings on TurboTax federal tax products through their online banking portal. Unfortunately, this partnership has not been renewed for the 2026 tax season. While this may be disappointing for PNC customers, there are other discounts and promotions available directly through TurboTax and its partner institutions.
PNC Bank: History, Features, and Tax-Season Resources
Background and History
PNC Bank, one of the largest financial institutions in the United States, was founded in 1852 and is headquartered in Pittsburgh, Pennsylvania. The bank serves millions of customers across its retail, corporate, and asset management divisions. With over 2,600 branches and more than 60,000 ATMs nationwide, PNC Bank provides extensive access to financial services. Its offerings range from personal banking and credit products to wealth management and business solutions.
How to Open an Account
Opening an account with PNC Bank can be done online or by visiting a local branch. To get started, you’ll need to provide personal identification, proof of address, and an initial deposit, which varies depending on the type of account. PNC offers a range of accounts, including standard checking, savings, and specialized options like its Virtual Wallet, which combines checking, savings, and money management tools into one integrated product.
Virtual Wallet by PNC
PNC’s Virtual Wallet is a unique offering that combines multiple financial tools to help customers manage their money effectively. It includes a Spend account for daily transactions, a Reserve account for short-term savings, and a Growth account for long-term goals. The Virtual Wallet also provides budgeting tools, calendar views for upcoming bills, and automatic savings features. These tools can be particularly helpful during tax season, as they allow customers to track their finances more efficiently.
Accessing Tax Documents Through PNC
PNC customers can access tax-related documents, such as 1099 forms, through the bank’s online banking platform or mobile app. These documents are typically available by January 31, 2026, aligning with IRS deadlines. To retrieve them:
- Online Banking: Log in to your account, navigate to the “Documents” section, and select the type of form you need. You can also use the search feature for older records.
- Mobile App: Open the app, select “Statements and Documents,” and choose the relevant account and document type. The app’s search functionality makes finding specific forms straightforward.
These tools make it easy to gather the information needed for tax filing.
Key Tax Deadlines for 2026
Planning ahead can reduce stress during tax season. Here are the key dates to keep in mind:
- January 31, 2026: Employers and financial institutions must mail W-2 and 1099 forms.
- April 15, 2026: Deadline for individual tax returns and contributions to IRA or HSA accounts for the 2024 tax year.
- June 15, 2026: Filing deadline for U.S. citizens living abroad.
- October 16, 2026: Extended filing deadline for those with approved extensions.
Benefits of PNC Bank
PNC Bank offers several advantages, including a wide range of account options, extensive branch and ATM access, and digital tools like the Virtual Wallet. Its focus on innovation and customer service has made it a reliable choice for many. Additionally, the bank’s online and mobile platforms simplify tasks like retrieving tax documents or managing finances during tax season.
Drawbacks of PNC Bank
Despite its strengths, PNC Bank has some drawbacks. Fees for certain accounts and services can be higher compared to online-only banks or smaller credit unions. Additionally, some customers may find that its physical branches are less accessible in certain regions. It’s worth comparing PNC’s offerings with other financial institutions to determine the best fit for your needs.
Tax Filing and Financial Tools
PNC Bank’s digital resources and account options can be helpful during tax season. Whether you’re tracking income and expenses through Virtual Wallet or accessing your tax forms online, the bank provides tools to streamline the process. While the lack of a TurboTax discount in 2026 may be inconvenient, PNC customers still have access to competitive financial services and resources to navigate tax season effectively.