TurboTax 2026: Top Discounts & Offers

Updated on Monday, February 2, 2026: It’s time of the year again we need to soon file our tax returns for last year’s earnings. If you typically use TurboTax or are considering trying out their software for the first time, here’s a look at all of their current deals available today (we are tracking all the top TurboTax deals through the April 15th deadline):

1. 20% Off TurboTax Federal Versions

TurboTax is offering an instant 20% discount on federal tax filing products purchased directly from Intuit until March 30, 2026. This discount only applies to federal returns; state filing costs are separate. The reduced price appears automatically when you select an eligible product.

2. Free Filing for New TurboTax Users

If you didn’t use TurboTax last year, you can file both federal and state returns for free through the TurboTax or Credit Karma mobile app. The self-guided option supports a wide range of income sources, including freelance work, investments, and rental income. Returns must be completed in the app by February 28, 2026 to qualify.

3. Early-Bird Filing Savings

Filing your federal return early can save up to $40 through February 27, 2026. Prices then go up through the rest of the tax season. You can choose to complete the return yourself or get professional help if needed.

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. Freedom Edition for Military Members

Active-duty service members in pay grades E1 through E9 can file their taxes at no cost using the TurboTax Freedom Edition. Higher-ranking service members can access discounted pricing. A military W-2 from the 2025 tax year is required to qualify. The edition is tailored to address the specific tax circumstances often encountered by military households.

6. Partner Discounts with Banks and Credit Unions

TurboTax frequently collaborates with financial institutions to provide exclusive deals. These offers are often accessible through the online portals of participating banks or credit unions, typically under sections like “deals” or “partnerships.” Check with your financial institution, such as Bank of AmericaAAABECU or Fidelity Investments  to see if you’re eligible for additional savings.


TurboTax Discounts for U.S. Bank Customers in 2026

If you’re a U.S. Bank customer, you’re in luck—TurboTax is continuing its tradition of offering a 20% discount on federal tax products. To access the savings, log in to your U.S. Bank online account and follow the link provided. Note that this deal applies only to federal products, not state filings. Terms and conditions apply, and the offer cannot be combined with other promotions. Pricing and features may change, so check your account for the most up-to-date details.


U.S. Bank: Overview and Tax-Season Resources

Background and History
U.S. Bank, headquartered in Minneapolis, Minnesota, is the fifth-largest commercial bank in the United States. With over 3,000 branches nationwide, the bank offers a broad range of financial services, including personal banking, loans, and investment options. Established in 1863, U.S. Bank has grown to become a reliable financial partner for millions of Americans. Its services cater to individuals, small businesses, and corporations, making it a versatile institution for diverse financial needs.

How to Sign Up for U.S. Bank
Opening an account with U.S. Bank is straightforward. You can visit a local branch or complete the process online through their website. To get started, you’ll need personal identification, proof of address, and an initial deposit, which varies depending on the type of account you’re opening. Once your account is set up, you gain access to various features, including online and mobile banking.

Tax Documents for U.S. Bank Customers
If you’re a U.S. Bank customer, accessing your tax documents is a simple process. The bank provides digital access to important forms like 1098 and 1099 statements. These forms are available through the online banking portal or mobile app:

  • Online Banking Steps: Log in, select “My Documents,” and choose the type of document you need. You can view recent documents or search for older ones.
  • Mobile App Steps: Open the main menu, choose “Statements & Docs,” and select the account and document type you wish to review. Use the search function for easy navigation.

These features are especially helpful during tax season, as they ensure you have quick access to the paperwork needed for filing.

Key Dates for the 2026 Tax Season
Staying organized is critical during tax season. Here are some important deadlines to remember:

  • January 31, 2026: Deadline for employers to mail W-2 forms and for financial institutions to send 1099 forms.
  • April 15, 2026: Deadline for individual tax returns and contributions to IRA or HSA accounts for the 2025 tax year.
  • June 15, 2026: Filing deadline for U.S. citizens living abroad.
  • October 16, 2026: Extended filing deadline for those who requested an extension.

Documents You’ll Need to File
Gathering the right documents can make the filing process smoother. Here’s a checklist of what you might need:

  • W-2 Forms: Shows tax withheld from your paycheck.
  • 1099 Forms: Covers additional income sources like interest, investments, or real estate sales.
  • 1098 Forms: Tracks interest payments on loans, such as mortgages or student loans.
  • Form 5498: Documents IRA contributions.
  • Form 1095-A: Proves enrollment in health insurance coverage.

Benefits and Drawbacks of U.S. Bank
U.S. Bank offers several advantages, including a robust online banking platform, widespread branch locations, and a variety of account options. Additionally, its partnership with TurboTax provides customers with valuable tax-season discounts. However, some customers may find its fees higher than those of smaller credit unions or online-only banks. It’s worth comparing options to see if U.S. Bank aligns with your financial needs.


Additional Tax Resources

If you need help filing your taxes, free resources are available. The IRS offers programs like Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE). These services are designed for those who earn less than $58,000 annually, have disabilities, or face language barriers. They provide in-person assistance to ensure accurate filings.

For those managing taxes independently, the IRS website offers a range of tools to help you file and track your return. Whether you need forms, calculators, or step-by-step guides, these resources can simplify the process.

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