Tag Archives: TurboTax

2025 TurboTax Discounts & Offers – April 2025

Updated on Sunday, April 6, 2025: The 2025 tax season is quickly coming to an end, it’s time to finally start thinking about filing our returns if you haven’t done so already. TurboTax is once again offering some notable last-minute discounts during the month of April, which could help reduce the cost of filing your taxes. Whether you’re someone who prefers to handle everything on your own or you’re in need of professional help, there’s likely a TurboTax plan that fits your needs, and with the right timing, you can save big.

In addition to some of the general TurboTax offers, there’s also a special offer available for AAA members. If you’re a member of the American Automobile Association, you can take advantage of extra savings on TurboTax products, which is just one of the many perks of being a part of this organization. Let’s take a closer look at the best TurboTax discounts available this month, how you can use them, and how AAA members can maximize their savings even further.

1. Extra 10% Off TurboTax Online Federal Products

TurboTax’s biggest (and last minute) offer in April is the extra 10% off on federal online products, regardless of the service level you choose. This offer is valid through April 15, 2025, so there’s plenty of time to take advantage of it.

TurboTax offers several service tiers, and the discount applies to all of them. Here’s a breakdown of the options available:

  • Do-It-Yourself Versions: This is the option for those who prefer to handle their own taxes. TurboTax’s software is user-friendly, guiding you through each step of the filing process and asking relevant questions to ensure accuracy. If you’re comfortable filing taxes independently, this might be the perfect fit for you.
  • Live Assisted Versions: For those who want a little more guidance while doing it themselves, TurboTax’s Live Assisted options provide access to tax professionals who can answer questions and offer advice. This is great if you need a little extra help but still want to manage the process yourself.
  • Full Service Versions: If you’d rather leave the entire tax preparation process in the hands of experts, TurboTax’s Full Service options allow you to upload your documents, and tax professionals will handle the rest. This is ideal for those who have complicated returns or simply prefer to avoid the hassle of filing their taxes.

The extra 10% off applies to all these service tiers, meaning whether you’re filing independently, seeking occasional assistance, or letting professionals handle it, you’ll get a discount. This is a great deal, especially if you know you’ll need TurboTax’s higher-level services but want to save as much as possible.

2. TurboTax Free Edition: File Your Taxes for Free

Not everyone needs to pay for tax software, and TurboTax’s Free Edition is a solid option for those with a simple tax situation. If your taxes only involve a basic Form 1040 and you qualify for certain credits (like the Earned Income Tax Credit or Child Tax Credit), you can file both your federal and state taxes at no cost.

However, it’s important to note that the Free Edition is only available to about 37% of taxpayers. If you have more complex tax situations (such as self-employment income or investments), you’ll need to upgrade to one of the paid versions of TurboTax.

Here’s what qualifies as a simple tax return:

  • Filing Form 1040 without additional schedules or forms
  • Limited credits, like the Child Tax Credit, Earned Income Tax Credit, and Student Loan Interest Deduction
  • No significant income from business ownership, investments, or rental properties

If you meet these criteria, the Free Edition is an excellent choice, and you can file your taxes at no charge. But if your tax situation is more complicated, you’ll need to consider one of the paid TurboTax versions.

3. 50% Off QuickBooks Solopreneur (with Live Assisted Tax)

For freelancers, self-employed individuals, or small business owners, TurboTax has partnered with QuickBooks to offer a major discount on the QuickBooks Solopreneur plan. New customers can get 50% off the first three months of the subscription, bringing the cost down from $20/month to just $10/month. This deal includes QuickBooks Live Assisted Tax, a service that is tailor-made for self-employed individuals who need to file a Schedule C (Form 1040).

Here are the key benefits of QuickBooks Solopreneur with Live Assisted Tax:

  • Unlimited Access to Tax Experts: QuickBooks gives you direct access to tax professionals who can help you maximize your deductions, answer questions, and ensure your taxes are accurate. This is particularly valuable if you’re a freelancer or small business owner with more complex tax needs.
  • Seamless Integration with TurboTax: The integration between QuickBooks and TurboTax allows for a streamlined tax filing process. QuickBooks automatically syncs your financial data with TurboTax, meaning you won’t need to manually enter your business income and expenses. This saves you time and reduces the chance of errors.
  • Personalized Advice: The service offers tailored advice to help you uncover industry-specific tax credits and deductions. For example, as an Uber driver or a freelancer, you may have deductions available to you that are unique to your line of work.
  • 100% Accurate, Expert-Approved Guarantee: With this service, you can feel confident that your tax return will be accurate, and you’ll receive expert guidance every step of the way.
  • Audit Support: If you’re ever audited, QuickBooks provides on-demand audit support, giving you one-on-one assistance to help you navigate the audit process.

If you’re self-employed or run a small business, this partnership between QuickBooks and TurboTax offers a valuable discount that can simplify your tax filing and save you money. Keep in mind that this deal is only available to new QuickBooks customers, so if you’ve been thinking about using QuickBooks to streamline your business finances, now is the perfect time to give it a try.

4. AAA Member Discounts on TurboTax

If you’re a member of the American Automobile Association (AAA), you can also get an exclusive discount on TurboTax products this tax season. As one of the 60 million AAA members in North America, you’re eligible for $5 to $15 off TurboTax Online, which can be a great way to lower your tax preparation costs.

The AAA discount applies to various TurboTax products, including their Deluxe, Premier, and Self-Employed versions. Depending on your region and membership level, you could save up to $20 on your TurboTax filing.

Here’s how to take advantage of the AAA discount:

  1. Visit your regional AAA website: For example, members in Northern California should go to calstate.aaa.com, while those in North Carolina should visit carolinas.aaa.com. If you’re unsure which website applies to you, check your local AAA branch for details.
  2. Log in or create an account: If you haven’t already, you’ll need to log in to your existing AAA account or create a new one. Keep in mind that you need to be an active member to access the discount.
  3. Search for the TurboTax link: Once logged in, navigate to the “offers” section and find the TurboTax link. This will take you to a page where you can access TurboTax’s offerings with your AAA discount already applied.
  4. Check your discount: Before completing your purchase, ensure that the discount has been applied correctly. You’ll see the savings on the “Review your order” screen before finalizing your payment. If the discount isn’t showing up, double-check the link and try again.

It’s important to note that the AAA discount runs regionally, meaning the specific offer or amount can vary depending on where you live. Some regions may offer higher or lower savings, so be sure to review the details for your specific location before purchasing.

5. Why Use TurboTax?

TurboTax is one of the most popular and trusted tax preparation tools in the U.S. Each year, millions of taxpayers use TurboTax because of its ease of use, accuracy, and comprehensive features. Here are a few reasons why TurboTax is a go-to choice for many:

  • Step-by-Step Guidance: TurboTax walks you through the entire filing process with clear instructions and helpful prompts, making it easy even for first-time filers.
  • Maximize Your Refund: The software automatically scans your return to ensure you’re claiming all the deductions and credits you’re eligible for, helping you get the largest refund possible.
  • Accuracy Guarantee: TurboTax offers a 100% Accurate, Expert-Approved Guarantee on their paid versions, so you can rest assured your taxes will be filed correctly.
  • Audit Support: If you’re audited, TurboTax offers expert advice and assistance to guide you through the process, which can reduce the stress of dealing with the IRS.
  • Access to Tax Professionals: With TurboTax’s Live Assisted and Full Service versions, you can speak to a tax expert who can answer questions, review your return, and provide personalized advice.

Whether you’re filing a simple return or need help with self-employment income, TurboTax has a service that fits your needs. And when you combine it with one of the ongoing discounts—like the AAA member savings—you can save even more on your filing.

Final Thoughts

With so many great TurboTax discounts available in January 2025, there’s no reason to wait until the last minute to file your taxes. From the 10% off on federal online products to the QuickBooks Solopreneur discount and special savings for AAA members, it’s a great time to take advantage of these offers and maximize your savings. Be sure to choose the plan that best suits your needs and don’t forget to apply your AAA discount if you’re eligible. Getting your taxes done right and saving money in the process is a win-win.


Comments

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TurboTax 2025 Discounts & Offers – April 2025

Top TurboTax Discounts Available in April 2025

Tax season is here, and if you’re on the hunt for savings on TurboTax to make filing a little easier (and cheaper), there are several discounts available this month. Below is a breakdown of all our favorites, along with tips on how to make the most of these deals.


1. An Extra 10% Off TurboTax Online Federal Products

One of the best deals on TurboTax right now the extra 10% off on all of TurboTax’s federal online products (which you can pick up here). This deal is flexible, allowing you to choose from different service tiers based on your tax preparation needs:

  • Do-It-Yourself Versions: These are ideal for those who are comfortable handling their taxes on their own with the help of TurboTax’s user-friendly software.
  • Live Assisted Versions: For those who might want a little extra help, these versions provide access to tax experts who can guide you through the process.
  • Full Service Versions: If the thought of doing your taxes makes you shudder, this option lets TurboTax’s team handle the entire process for you.

This offer is valid through April 15, 2025.


2. TurboTax for College Students

If you’re a college student filing taxes for the first time, TurboTax offers features designed to make the process straightforward and stress-free. With guidance tailored to first-time filers, the software walks you through the process step by step.

Many students can take advantage of education-related tax breaks, such as education credits and deductions that could add up to over $1,000 back in refunds. If you’re an international student, TurboTax also partners with Sprintax, which specializes in non-resident tax preparation, ensuring you meet the specific requirements for filing as an international student.


3. 50% Off QuickBooks Solopreneur (with Live Assisted Tax)

For small business owners or freelancers, this deal is a standout. You can get 50% off the first three months of the QuickBooks Solopreneur. Normally priced at $20 per month, this promotion brings the cost down to just $10 per month (learn more).

QuickBooks Live Assisted Tax offers self-employed individuals a seamless way to file taxes with unlimited expert help, ensuring accuracy and maximizing deductions. Designed for Solopreneur subscribers filing Schedule C (Form 1040), it integrates directly with QuickBooks to streamline the process by giving tax experts access to your financial data. You’ll receive personalized advice to uncover industry-specific tax credits and deductions, backed by a 100% Accurate, Expert Approved Guarantee. Throughout the year, a team of TurboTax experts is available on-demand to answer questions, and if you face an audit, they’ll provide one-on-one guidance. The process is simple: prepare your books in QuickBooks, connect with experts via phone, chat, or live video for insights and assistance, and file confidently after a final expert review. You only pay when you file.

This deal is ongoing but is available only to new QuickBooks customers, so it’s worth jumping on if you’re considering it with TurboTax.


4. Military Discount for Active-Duty Personnel

Active-duty military members and reservists ranked E1 through E9 can qualify for free federal and state filing with TurboTax Deluxe, Premier, or Self-Employed. This is a generous offer, but there are some restrictions to keep in mind:

  • The military discount applies only to TurboTax’s online products.
  • It excludes TurboTax Live and Desktop (CD/download) versions.
  • You’ll need a W-2 from DFAS to qualify for the free filing offer.

For military veterans and retirees, the standard TurboTax discounts (like the 10% federal product deal) will apply. If you fall into the active-duty category, this promotion is an excellent way to file your taxes without any out-of-pocket cost.


5. TurboTax Free Edition

For taxpayers with simple returns, TurboTax’s Free Edition is a great option. With this version, you can file both your federal and state taxes without spending a dime. Simple returns typically cover:

  • Simple Form 1040 returns only.
  • Limited credits (no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest).

However, it’s worth noting that only about ~37% of taxpayers qualify for the Free Edition. If your return involves more complex situations, such as owning a business or investment income, you’ll likely need to upgrade to one of TurboTax’s paid tiers.

Still, if your situation is straightforward, this deal offers unbeatable value.


6. Bank and Credit Union Offers

TurboTax has long-standing partnerships with major financial institutions like Bank of America, Chase, Citi, and Wells Fargo to offer exclusive discounts to their customers. While many of these partnerships are expected to return in early 2025, the exact details for some institutions haven’t yet been announced.

Bank of America Discount

One deal we’ve seen before is a $20 cashback offer for Bank of America customers who pay for TurboTax products using a qualifying Bank of America credit or debit card. Here’s how it works:

  • Activate the offer in your Bank of America account.
  • Spend a minimum of $39 on a TurboTax online product while using the bank card tied to your Bank of America account.
  • Receive $20 cashback, which will be credited to your account within 30 days (or after the next billing cycle).

This offer has typically been available throughout the tax season, and it’s worth checking your Bank of America online account to see if it’s active. Navigate to the “cash back deals” section, where you’ll find the offer if it’s live (see examples below).

Other banks may have similar promotions, so if you bank with institutions like Chase or Citi, keep an eye out for announcements in the coming weeks.


Are Financial Institution Discounts as Good as They Used to Be?

In recent years, some users have noticed that bank-affiliated TurboTax discounts don’t pack the same punch they once did. One reason could be the increased exposure of these offers, as they’re often widely shared on social media and forums like Reddit. Additionally, partnering with financial institutions likely involves advertising fees or commissions for TurboTax, which could impact the size of the discounts available to consumers.

While deals like the $20 Bank of America cashback offer are still valuable, they’re not as substantial as some of the larger discounts offered directly through TurboTax. It’s always a good idea to compare bank promotions with TurboTax’s own website offers to ensure you’re getting the best deal.


Questions & Comments

If you have any questions or comments then please share them with us in the comments section below.

TurboTax 2025 Return Policy – How to Get A Refund

Updated on Monday, March 17, 2025: Did you buy a copy of TurboTax — maybe at Amazon or at your local retail store like Costco or Best Buy — only to realize that you don’t need it? Maybe you bought the wrong version? Or you changed your mind and decided to file your taxes this year with the help of a certified public accountant (CPA) like those offered by H&R Block? Whatever the reason, we’ll help you see if you qualify for a refund and help you return your unwanted TurboTax software.

Can I Return my Unwanted TurboTax 2025 Software?

If you purchased your CD/digital download version of TurboTax 2025 software directly from intuit.com or at any one of their authorized retailers then you are covered by their 60-day money-back guarantee. That’s even if the store that you purchased the software from does not accept returns on either sealed or opened software programs. That incudes a qualifying purchases of TurboTax Basic, Deluxe, Premier and Home & Business versions.

For 2025, the list of Intuit’s authorized retailers include:

  • AAFES (Army Air Force Exchange Store)
  • Amazon (only when the order was “Shipped and Sold by Amazon.”
  • Best Buy
  • BJ’s Warehouse
  • CDW
  • Costco
  • Dell
  • Fred Meyer
  • Marine Corps
  • Meijer
  • Micro Center
  • Nebraska Furniture Mart
  • Newegg.com
  • NexWeb (Navy)
  • Office Depot/OfficeMax
  • PC Mall
  • Quill
  • Sam’s Club
  • Staples
  • Target

If you purchased your boxed CD, download or activation code of TurboTax elsewhere — including on eBay — then it’s possible that your have a bootlegged, pirated or otherwise illegal/non-resalable version of the program. If that’s the case, you may be declined a return and refund of your purchase price. If you believe that you are a victim of a scam then be sure dispute the changes with your Credit Card company and report the issue to Intuit directly at [email protected].


How Can I Request a Refund from TurboTax?

You will need to complete this form when requesting a refund. You will need to provide a scanned copy of receipt/proof of purchase (or order number if purchased directly from Intuit), your product license code (included in your purchase confirmation email or on the DVD case), your contact information including your physical mailing address, and answer a few other basic questions. Your request must be made within 60 calendar days from the purchase date in order to qualify. Keep in mind that any incurred shipping and handling charges are not refundable.


Track your TurboTax Refund Request.

A refund request may take a few weeks to process by Intuit, especially if it’s may on or around April 15th as their customer service team is usually exceptional busy around this time of the year. However, you can track your refund request at any time using this app. Be prepared to provide your case number and email address used in the initial request.


Can I Get a Refund for TurboTax Online 2025 Products?

Because all TurboTax Online and Mobile/App products are paid for at the time you submit your completed tax return for efiling, just prior to printing/saving your completed tax return (not prepaid beforehand as is the case with all TurboTax CD/download versions) there are no refunds/returns accepted and no money-back guarantees offered on any of these products.


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Stuck with your TurboTax refund? Then leave your questions or comments below and we’ll do our best to help you out!