Updated on Sunday, April 6, 2025: As Tax Day nears, TurboTax is rolling out a few limited-time discounts to help you save on filing costs. Here’s a breakdown of the top deals available through the end of April:

1. Extra 10% Off TurboTax Online Federal Products

TurboTax is providing an additional 10% discount on its online federal tax filing products with instant coupon when purchased directly from Intuit. This offer stacks with the current end-of-season pricing, but just keep in mind that this discount does not apply to state tax products and cannot be combined with any other promotions. The offer is valid through April 15, 2025.

2. 50% Off QuickBooks Solopreneur Bundle

Self-employed individuals and small business owners can take advantage of a 50% discount on the QuickBooks Solopreneur Bundle for the first three months. This reduces the monthly cost from $20 to $10. The bundle simplifies tracking income and expenses, helping filers stay organized throughout the year.

3. TurboTax Freedom Edition for Military Personnel

Active-duty military members ranked E1 through E9 qualify for free access to TurboTax Freedom Edition. This offer covers the specific needs of military taxpayers, such as handling military W-2s. For higher-ranking personnel, the software is not free but includes an additional discount. A military W-2 from fiscal year 2024 is required to qualify for these offers.

4. Partner Discounts Through Financial Institutions

TurboTax often partners with banks and credit unions to provide exclusive discounts to their members. These offers are usually available in the “deals” or “partnerships” sections of the financial institution’s online portal.

5. TurboTax Free Edition for Simple Returns

For those with straightforward tax situations, the TurboTax Free Edition offers a cost-effective solution. It allows eligible taxpayers to file both federal and state returns at no cost. This service is suitable for basic Form 1040 filings and supports limited credits such as:

• Earned Income Tax Credit (EITC)
• Child Tax Credit
• Student Loan Interest Deduction

However, the Free Edition is only available to approximately 37% of taxpayers. It doesn’t support more complex situations like business ownership, itemized deductions, or investment income.

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TurboTax and Chase: No Discount for 2025

In previous years, TurboTax partnered with Chase to offer special discounts on tax preparation software for Chase customers. Unfortunately, for the 2025 tax season, this collaboration seems to have ended, and Chase customers will no longer receive exclusive TurboTax savings (the discount link still works but the savings are no longer applied).

This change reflects a shift in TurboTax’s promotional strategy, focusing instead on broader partnerships and direct customer discounts. While the discontinuation might disappoint loyal Chase users, there are still opportunities to save through other financial institutions or TurboTax’s public offers.

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Chase: History, Background, and Tax Season Relevance

Chase, a subsidiary of JPMorgan Chase & Co., is one of the largest and most recognized banks in the United States. With over 4,700 branches and a wide range of financial products, Chase serves millions of customers. Here’s a closer look at Chase’s role in financial planning and tax preparation:

Key Facts About Chase

• Founded: Chase traces its roots back to 1799, making it one of the oldest financial institutions in the U.S.
• Services: Chase offers checking and savings accounts, credit cards, loans, investment products, and business banking services.
• Reputation: It is known for its robust online banking platform and extensive branch network, making financial services accessible nationwide.

Benefits of Using Chase During Tax Season

Chase provides several tools and resources that can be beneficial during tax season:

1. Access to Financial Records: Chase’s online banking platform allows customers to download transaction histories and monthly statements, which are often necessary for filing taxes.
2. Tax Document Management: Customers with Chase mortgage or investment accounts receive tax-related documents like 1098 and 1099 forms directly through the online portal.
3. Direct Deposit of Tax Refunds: Chase accounts are eligible for direct deposit, allowing customers to receive their tax refunds quickly and securely.

Drawbacks for Tax Season

While Chase offers significant resources, there are some limitations:

1. No TurboTax Discounts: As of 2025, Chase no longer provides TurboTax-specific discounts, which had previously been a valuable benefit.
2. Fee Structures: Certain Chase accounts may come with fees, such as monthly maintenance charges, which can eat into savings if not managed carefully.

How to Leverage Chase for Tax Season

To maximize Chase’s offerings during tax season:

• Download Financial Statements Early: Gather necessary documents like bank statements and transaction histories to avoid last-minute scrambling.
• Set Up Direct Deposit for Refunds: Ensure your Chase account is ready to receive your refund by providing the correct routing and account numbers.
• Explore Alternative Discounts: Since TurboTax discounts are no longer available, look for other promotions offered through Chase credit card partners or third-party services.

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Making the Most of Tax Season Without TurboTax Discounts from Chase

The absence of Chase-specific TurboTax discounts means customers should explore other ways to save on tax preparation:

1. Compare Tax Software: Evaluate alternatives to TurboTax, such as H&R Block or TaxAct, which may offer competitive pricing or discounts.
2. Leverage Public Offers: TurboTax’s direct discounts, like the 10% off federal products or Free Edition for simple returns, are still available to all users.
3. Check Financial Institution Perks: Many banks and credit unions still offer TurboTax discounts. If you bank with another institution, check their website for deals.

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Final Thoughts on TurboTax, Chase, and Tax Preparation for 2025

Tax season can be overwhelming, but the right tools and resources make a significant difference. TurboTax remains a leading choice for tax preparation, offering tailored services and discounts for different financial needs. However, the loss of Chase-specific discounts highlights the importance of staying informed about changing offers and exploring alternative savings opportunities.

For Chase customers, the bank still provides valuable support during tax season, from easy access to financial records to secure direct deposit options. By planning ahead and staying organized, you can navigate tax season efficiently and take advantage of the resources available to you.

Updated on Sunday, April 6, 2025: With Tax Day fast approaching, TurboTax is offering a handful of special discounts to make filing easier and a little bit more affordable. Here’s a look at the best deals available now through the April 15th deadline:

1. Extra 10% Off TurboTax Online Federal Products

When you purchase TurboTax federal products directly from Intuit, you can get an additional 10% discount with instant coupon. This offer is on top of current end-of-season pricing. However, it only applies to federal products and excludes state tax filings. The promotion runs through April 15, 2025, and cannot be combined with other discounts.

2. 50% Off QuickBooks Solopreneur Bundle

For freelancers, contractors, and small business owners, QuickBooks is a valuable tool for tracking expenses and preparing for tax season. The Solopreneur Bundle is available at 50% off for the first three months, reducing the price from $20/month to $10/month.

3. Free TurboTax Freedom Edition for Active Military (Rank E1-E9)

TurboTax offers free tax software to active military members ranked E1 through E9. This Freedom Edition supports both federal and state filings. For higher-ranking service members, TurboTax provides an additional discount instead of free access. A 2024 military W-2 form is required to qualify.

4. Discounts Through Financial Institutions

TurboTax continues to partner with banks and credit unions nationwide to provide exclusive discounts. Customers can check their financial institution’s portal under “deals” or “partnerships” to see if they qualify for additional savings.

5. TurboTax Free Edition for Simple Returns

If your tax situation is straightforward, TurboTax Free Edition offers a no-cost way to file both federal and state taxes. This option supports:

• Form 1040 filings
• Earned Income Tax Credit (EITC)
• Child Tax Credit
• Student Loan Interest Deduction

While appealing, this edition is limited to roughly 37% of taxpayers. It doesn’t accommodate more complex tax scenarios, such as self-employment income, investments, or itemized deductions.

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The End of Capital One’s TurboTax Discount in 2025

In recent years, Capital One partnered with TurboTax to offer discounts to its customers. These deals were accessible through the bank’s online portal and provided savings on key TurboTax products like Deluxe, Premier, and Self-Employed editions.

However, for 2025, Capital One is no longer extending this promotion (the link still works but no discount is applied anymore). However, it’s still worth checking your online account portal, as there may be specific offers for select account holders.

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Capital One: History, Role in Finances, and Tax Season Connections

An Overview of Capital One

Founded in 1994, Capital One started as a pioneer in the credit card industry, focusing on data-driven solutions to meet customer needs. Over the years, it has evolved into a full-service bank offering checking and savings accounts, loans, and wealth management services.

Capital One stands out for its user-friendly digital banking tools, making it a popular choice for individuals and small business owners. It also offers credit cards with competitive cashback, travel rewards, and other perks that appeal to a broad customer base.

Capital One and Financial Services

Capital One’s emphasis on financial literacy and resource accessibility is a key part of its mission. The bank provides a suite of tools designed to help clients manage their money more effectively, including:

• CreditWise: A free tool that allows users to monitor their credit score and receive alerts.
• Capital One Shopping: A browser extension that helps users find discounts and save on online purchases.
• Mobile Banking App: Features like budgeting tools, spending trackers, and mobile check deposit make it easy to manage finances on the go.

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Capital One and Taxes: Benefits and Limitations

Capital One doesn’t directly specialize in tax preparation, but its resources can assist during tax season.

Capital One’s Financial Tools for Tax Season

• Account Statements and Records: Capital One customers can easily access year-end financial summaries, which simplify tax filing for those with credit cards, loans, or savings accounts.
• Small Business Support: For entrepreneurs, Capital One provides business credit cards and checking accounts that make it easier to track expenses and organize tax-deductible purchases.
• Investment Accounts: Capital One Investing (now part of E*TRADE) has offered tools for individuals looking to manage taxable investment income.

Pros of Using Capital One During Tax Season

1. Convenient Digital Banking: The mobile app and online platform streamline access to financial records, which are crucial for filing taxes.
2. Small Business-Friendly: Business accounts come with features tailored for entrepreneurs, such as transaction categorization.
3. Accessibility: No fees or minimum balances on many accounts make it an affordable option for a wide range of customers.

Cons of Using Capital One for Tax Season

1. No Dedicated Tax Resources: Unlike some financial institutions, Capital One doesn’t offer specific tools or discounts for tax filing beyond account management.
2. Discontinuation of TurboTax Discount: The absence of this discount in 2025 removes a significant benefit for customers.

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How to Get Started with Capital One

Capital One makes it simple to sign up for an account or apply for a credit card. Here’s how:

1. Online: Visit the Capital One website and complete the application process. Many accounts are approved within minutes.
2. In-Person: Capital One has physical branches and Capital One Cafés in select cities, where customers can open accounts or receive personalized financial guidance.
3. Mobile App: New customers can download the app and open accounts directly from their smartphones.

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Our Final Thoughts

The TurboTax 2025 discounts and the evolving landscape of financial institution partnerships highlight the importance of staying informed during tax season. While Capital One no longer offers its TurboTax discount, customers can still leverage the bank’s digital tools and resources to streamline their tax preparation.

As tax season progresses, explore your options, take advantage of available discounts, and stay organized to ensure a smooth and cost-effective filing process. Whether you’re using TurboTax or another platform, preparation is key to navigating tax season successfully.

Updated on Sunday, April 6, 2025: With the tax deadline fast approaching, TurboTax is offering exclusive discounts to make filing just a little bit more affordable. Here’s a roundup of the best deals that we could find, available here in April:

1. Extra 10% Off Federal Products

TurboTax is offering an additional 10% discount on federal tax products when purchased directly through Intuit. This discount applies to TurboTax’s federal products only and can be combined with current mid-season pricing. Note that this offer excludes state products and ends on April 15, 2025.

2. 50% Off QuickBooks Solopreneur Bundle

Entrepreneurs and freelancers can take advantage of a 50% discount on the QuickBooks Solopreneur Bundle for the first three months. This reduces the cost from $20/month to $10/month and is a valuable tool for tracking expenses and preparing for tax filing.

3. Free TurboTax for Military Members

Active-duty military members ranked E1 through E9 can file federal and state taxes for free using the TurboTax Freedom Edition. For those ranked higher, a discount is available instead. A 2024 military W-2 tax form is required to redeem the offer, ensuring that service members get access to affordable and efficient filing.

4. Discounts Through Financial Institutions

TurboTax frequently collaborates with financial institutions to offer exclusive discounts. Check your bank or credit union’s online portal for promotions listed under “deals” or “partnerships.”

5. Free Edition for Simple Returns

For taxpayers with straightforward tax situations, TurboTax’s Free Edition allows both federal and state filings at no cost. This option is ideal for simple Form 1040 returns and supports limited credits, such as:

• Earned Income Tax Credit (EITC)
• Child Tax Credit
• Student Loan Interest Deduction

However, this option only applies to about 37% of taxpayers, as it doesn’t support more complex scenarios, like business income, itemized deductions, or investments.

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TurboTax and Charles Schwab: A 20% Discount for Clients

Charles Schwab clients once again have access to an exclusive TurboTax discount this year, continuing their long-standing partnership. The 20% discount applies to several TurboTax products, catering to a range of tax filing needs:

1. TurboTax Deluxe

Perfect for those looking to maximize deductions, TurboTax Deluxe helps track and apply itemized expenses like:

• Mortgage interest
• Charitable donations
• Medical expenses

2. TurboTax Premier

For individuals with investments, rental income, or cryptocurrency transactions, TurboTax Premier simplifies complex filings. It’s a great choice for those managing diverse assets or income streams.

3. TurboTax Self-Employed

Designed for freelancers, contractors, and small business owners, this version helps track business expenses, including mileage and other deductions unique to self-employment.

4. TurboTax Live and Full Service

These options are tailored for taxpayers who want professional support. TurboTax Live provides on-demand expert help, while Full Service lets a tax professional handle the entire filing process.

How to Redeem the Discount

Charles Schwab clients can access the discount by using a dedicated link provided through the Schwab platform.

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Charles Schwab: History, Background, and Financial Resources

An Overview of Charles Schwab

Founded in 1971 by Charles R. Schwab, the company started as a small investment newsletter and grew into one of the largest financial institutions in the U.S. Schwab’s focus on empowering investors through low-cost, user-friendly investment solutions has made it a favorite among both individual and institutional investors.

Today, Charles Schwab offers a range of services, including brokerage accounts, retirement planning, wealth management, and tax-efficient investment strategies.

Schwab’s Mission and Approach

Schwab’s mission is centered on making investing accessible and affordable for everyone. By offering transparent pricing and a wide variety of investment options, Schwab has built a reputation for prioritizing client needs.

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Charles Schwab and Taxes: How They Help During Tax Season

Tax-Efficient Investing

Schwab emphasizes tax efficiency in its investment strategies. From tax-loss harvesting to managing tax-advantaged accounts like IRAs and 401(k)s, Schwab helps clients minimize tax burdens while maximizing returns.

Financial and Tax Planning Tools

Schwab offers several tools to help clients stay on top of their taxes:

• Schwab Intelligent Portfolios: These automated portfolios are designed with tax efficiency in mind.
• Tax Resources: Schwab provides educational materials and calculators to help clients understand deductions, credits, and overall tax liability.

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Tips for Tax Season Success

Here are some strategies to make the most of tax season, whether you’re using TurboTax, working with Schwab, or both:

1. Stay Organized: Keep all necessary tax documents, such as W-2s and 1099s, in one place to streamline the filing process.
2. Use Tax-Efficient Accounts: Maximize contributions to IRAs, HSAs, and other tax-advantaged accounts to reduce taxable income.
3. Leverage Available Discounts: If you’re a Schwab client, take advantage of the 20% TurboTax discount to lower your filing costs.
4. Seek Expert Advice: For complex tax situations, consulting a professional can save time and money.

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Our Final Thoughts

TurboTax’s discounts and Charles Schwab’s client benefits make tax season more manageable. Whether you’re an individual filer with straightforward taxes or a business owner with more intricate needs, there are plenty of options to help you save money and file efficiently.

As always, staying informed and proactive is key to navigating tax season smoothly. By combining TurboTax’s user-friendly tools with Schwab’s financial expertise, you can feel confident about your tax preparation process this year.