Updated on Sunday, April 6, 2025: As the April 15th deadline quickly approaches, TurboTax is offering a handful of discounts to help make filing your taxes just a little bit more affordable. Whether you’re submitting a straightforward return or dealing with more complex tax situations, these deals can help you save time and money. Here’s a roundup of the top TurboTax offers available right now, so you can file efficiently and affordably before the deadline:

1. Extra 10% Discount on TurboTax Online Versions
   • TurboTax is offering an additional 10% off discount on federal products when ordered directly through Intuit. This deal is in addition to the current end-of-season pricing that’s now live. However, this offer only applies to federal online products and cannot be combined with other TurboTax promotions. You can take advantage of this offer until April 15, 2025.
2. 50% Off QuickBooks Solopreneur Bundle
   • If you’re self-employed or running a small business, you might find the QuickBooks Solopreneur Bundle helpful. For the first three months, you can get this bundle at half price, reducing the cost from $20/month to $10/month. This offer pairs well with TurboTax Self-Employed for a streamlined tax and bookkeeping solution.
3. TurboTax Freedom Edition for Military Members
   • Active-duty military members ranked E1 through E9 can access the TurboTax Freedom Edition at no cost for the 2025 tax season. Those ranked higher can still receive a discount but won’t qualify for the free edition. To redeem this, you’ll need to provide a military W-2 tax form from fiscal year 2024.
4. Bank and Credit Union Partnerships
   • TurboTax frequently collaborates with financial institutions to offer exclusive deals to their customers. Many banks and credit unions list these offers in their online portals under “deals” or “partnerships” sections. Checking with your financial institution could unlock additional savings.
5. Free Filing with TurboTax Free Edition
   • If you have a simple tax situation, the TurboTax Free Edition may be your go-to option. It supports Form 1040 filings and covers limited credits such as the Earned Income Tax Credit (EITC), Child Tax Credit, and Student Loan Interest Deduction. This is an excellent solution for individuals with basic returns, but it’s worth noting that only about 37% of taxpayers qualify due to its limitations. Those with more complex needs—like investments, business ownership, or itemized deductions—will need to consider paid options.

TurboTax and American Express: No Discount for 2025

For American Express (AMEX) cardholders, TurboTax has historically provided exclusive discounts during tax season. However, this year, AMEX is not offering any TurboTax-specific deals. While this change may disappoint some loyal customers, AMEX still offers general benefits that can ease the financial strain of tax season, such as cashback rewards or statement credits on other tax-related purchases. AMEX users can still take advantage of TurboTax’s standard discounts listed above to reduce their filing costs.

A Closer Look at American Express: Background, Benefits, and Considerations

History and Background

American Express (AMEX), established in 1850, is a globally recognized financial services company. Known for its credit cards, charge cards, and traveler’s checks, AMEX has a long-standing reputation for offering premium benefits tailored to different consumer needs. Unlike most credit card companies, American Express operates as both a card issuer and a payment network, which allows it to provide unique perks and services to its customers.

How to Sign Up for an AMEX Card

Signing up for an American Express card is straightforward. Applications can be completed online through the AMEX website or via referral links. The approval process typically depends on your credit score and income level. American Express offers a wide range of cards—from no-annual-fee options to premium cards like the Platinum and Gold cards, which include extensive travel and lifestyle benefits.

Benefits of Using an AMEX Card During Tax Season

While there isn’t a specific TurboTax discount for AMEX cardholders in 2025, these cards still offer several advantages:

1. Rewards Programs
   • Many AMEX cards provide cashback, points, or travel miles on purchases, which can indirectly benefit tax filers. For instance, using an AMEX card to pay for tax software or professional services might earn rewards that can offset some of the costs.
2. Purchase Protections
   • Some AMEX cards include purchase protection, which can cover eligible expenses in case of disputes or service issues. This might apply if you encounter problems with tax-related software or services.
3. Flexible Payment Plans
   • AMEX’s “Pay It Plan It” feature allows cardholders to manage larger purchases through installment plans. This can be useful if you’re facing high tax preparation or payment costs.
4. Exclusive Benefits for Business Owners
   • Business-focused AMEX cards often include tools for tracking expenses and categorizing purchases, which can simplify tax preparation for entrepreneurs.

Drawbacks of Using AMEX for Tax Season Expenses

Despite its perks, there are some limitations to consider when using an AMEX card:

1. Acceptance Issues
   • While widely accepted in the U.S., some smaller merchants or tax preparation services may not take AMEX due to its higher transaction fees compared to Visa or Mastercard.
2. High Annual Fees
   • Premium AMEX cards often come with significant annual fees, which might not be justifiable if you’re primarily seeking a card for occasional tax-related expenses.
3. No TurboTax Discount
   • As previously mentioned, AMEX cardholders won’t receive a direct TurboTax discount this year, which might be a downside for those accustomed to this benefit.

Tax Filing Tips for AMEX Cardholders

To maximize the value of your AMEX card during tax season, consider these strategies:

1. Leverage AMEX Offers
   • Check your AMEX online account or mobile app for targeted offers. While TurboTax isn’t included this year, you might find deals on other tax-related services or office supplies.
2. Use Points for Purchases
   • If your AMEX card earns Membership Rewards points, you may be able to use them to pay for eligible purchases, including tax software or IRS payments.
3. Track Expenses Efficiently
   • Many AMEX cards include expense tracking tools, which can help you categorize deductions and streamline your tax filing process.
4. Utilize Cashback Benefits
   • Cards like the Blue Cash Everyday® Card from American Express offer cashback on everyday purchases. Applying these rewards to your tax-related expenses can offset some of your costs.

Additional Resources for Tax Season

Whether you’re an AMEX cardholder or not, taking advantage of available resources can make tax season less daunting. Here are a few recommendations:

1. IRS Free File
   • If your income is below a certain threshold, you might qualify for the IRS Free File program, which provides access to free tax preparation software.
2. Tax Preparation Assistance
   • Organizations like the Volunteer Income Tax Assistance (VITA) program offer free tax help for qualifying individuals, including those with disabilities, limited English proficiency, or incomes below $60,000.
3. Financial Planning Tools
   • AMEX and other financial institutions often provide budgeting and tax planning tools that can help you stay organized throughout the year.
4. Direct Deposit for Refunds
   • To receive your tax refund quickly, set up direct deposit using your AMEX-affiliated bank account or another preferred account.

Our Final Thoughts

While American Express cardholders won’t see a dedicated TurboTax discount in 2025, there are still plenty of ways to make tax season manageable and cost-effective. By taking advantage of TurboTax’s existing discounts and leveraging the benefits of your AMEX card, you can ease the financial and logistical burden of filing taxes. Remember to stay informed about other potential offers from financial institutions and use available tools to simplify the process.

Updated on Sunday, April 6, 2025: This year’s tax deadline is almost here and if you’re planning on filing with the help of TurboTax, then here’s a roundup of all of our favorite offers available through the April 15th deadline:

1. Extra 10% Off TurboTax Online Versions

TurboTax offers an additional 10% off discount on its Online versions when purchased directly from Intuit. This offer applies exclusively to federal tax products and does not include state tax filings. It’s also worth noting that this discount is stackable with current end-of-season pricing but cannot be combined with other TurboTax promotions. The deal is live until Tuesday, April 15, 2025.

2. 50% Off QuickBooks Solopreneur Bundle

Self-employed individuals and small business owners can benefit from the QuickBooks Solopreneur Bundle, which is available at 50% off for the first three months. This discount reduces the monthly cost from $20 to $10, making it a valuable resource for managing finances alongside tax preparation.

3. Free TurboTax Freedom Edition for Military Members

TurboTax continues to honor active military service members with its Freedom Edition, offering free software for those ranked E1 through E9. Higher-ranking personnel still receive a discounted rate. To qualify, users must provide a military W-2 form from the 2024 fiscal year. This offer reflects TurboTax’s commitment to supporting military families during tax season.

4. Exclusive Discounts Through Financial Institutions

TurboTax has partnerships with numerous banks and credit unions, enabling customers to access exclusive discounts. To find these offers, check your financial institution’s online portal under the “Deals” or “Partnerships” sections. Navy Federal Credit Union (NFCU) members, for instance, benefit from a 20% discount on TurboTax products.

5. TurboTax Free Edition for Simple Returns

For taxpayers with uncomplicated tax situations, TurboTax’s Free Edition is an excellent choice. This version allows users to file both federal and state taxes at no cost, covering basic Form 1040 filings and limited credits such as the Earned Income Tax Credit (EITC), Child Tax Credit, and Student Loan Interest Deduction. However, only about 37% of taxpayers qualify for the Free Edition, as it does not support complex tax scenarios like itemized deductions, business ownership, or investment income. For those who meet the eligibility criteria, it’s a straightforward and cost-effective way to file taxes.

TurboTax Discount for Navy Federal Credit Union Members

Navy Federal Credit Union (NFCU) continues its tradition of providing valuable tax preparation resources to its members. For 2025, NFCU members can access a 20% discount on TurboTax products. This partnership ensures affordable and straightforward tax filing options for military personnel, veterans, and their families.

Details of the Discount

The 20% discount is available for all TurboTax Online versions, including:

• TurboTax Deluxe: Ideal for maximizing deductions and credits.
• TurboTax Premier: Tailored for taxpayers with investment or rental property income.
• TurboTax Self-Employed: Designed for freelancers, independent contractors, and small business owners.

NFCU members can access this discount through a unique link available in their online banking account. The offer underscores the credit union’s commitment to financial well-being during tax season.

Understanding Navy Federal Credit Union

Background and History

Navy Federal Credit Union was founded in 1933 to serve military members during the Great Depression. Since then, it has grown into the world’s largest credit union, offering a wide range of financial services to over 12 million members. Membership is open to active-duty military personnel, veterans, Department of Defense employees, and their families.

NFCU provides services such as savings and checking accounts, loans, credit cards, and exclusive member benefits, including discounts on tax preparation software like TurboTax.

Membership Benefits

1. Financial Products: Members have access to competitive rates on loans, credit cards, and mortgages.
2. Tax Resources: From direct deposit for refunds to digital access to tax forms like 1099 and 1098, NFCU simplifies tax filing for its members.
3. Discounts and Partnerships: Exclusive deals, such as the TurboTax discount, enhance the value of membership.

How to Join

To become a member, eligible individuals can apply online or at a branch location. Required documentation typically includes proof of military affiliation or Department of Defense employment. Family members of existing NFCU members may also qualify.

NFCU Tax Filing Resources

NFCU offers a suite of tools and resources to help members streamline their tax filing process. These include:

1. Tax ID Information

Navy Federal’s Tax ID, 530116705, is essential for reporting dividend earnings. Members may need this information when completing their tax returns.

2. IRS Form 1099

NFCU provides digital access to Form 1099, which reports interest income. Paper copies are mailed by January 31, 2025, but members can also retrieve them via the NFCU mobile app or online banking.

3. IRS Form 1098

Members with mortgage loans receive Form 1098, which details interest, points, and mortgage insurance premiums paid. Digital copies are available through online banking, and paper copies are sent by the end of January 2025.

4. Direct Deposit for Tax Refunds

Setting up direct deposit for tax refunds is straightforward. Members need NFCU’s routing number (256074974) and their account number. Notifications can also be set up through the NFCU app to receive alerts when refunds are deposited.

5. Submitting Tax ID Certification

NFCU members who need to certify their Tax ID can download the required form from the NFCU website and submit it via fax, mail, or at a branch.

Additional IRS Resources for Taxpayers

For those seeking further guidance, the IRS offers a variety of tools and resources:

1. 1040 Central: Covers the basics of filing taxes, including deadlines and necessary forms.
2. Military Tax Information: Tailored guidance for active-duty and retired military personnel, including combat zone exclusions and deductions.
3. Interactive Tools: The IRS website features calculators and tools to assist with tax preparation.
4. Printable Tax Forms: Taxpayers can access and print forms directly from the IRS website.

Our Final Thoughts

Tax season doesn’t have to be stressful, especially with the resources and discounts provided by TurboTax and Navy Federal Credit Union. From free filing options to exclusive member discounts, there are plenty of opportunities to save money and simplify the process. Whether you’re a military service member, a freelancer, or someone with a straightforward return, taking advantage of these offers can make tax preparation a little easier this year.

Updated on Sunday, April 6, 2025: TurboTax is back again with a range of end-of-season discounts for to help make filing your taxes a little bit better for your wallet. Below is a rundown of our favorite TurboTax discounts, offers and coupons available from now through the April 15th deadline:

Extra 10% Off TurboTax Online Versions

TurboTax is offering an extra 10% discount on top of current pricing on its online federal tax products when purchased directly through Intuit. This discount is applicable to federal filing options only, not state filings. This offer is valid until April 15, 2025, and is an excellent option for those who plan to file early.

50% Off QuickBooks Solopreneur Bundle

If you’re a freelancer or self-employed individual, TurboTax’s QuickBooks Solopreneur Bundle is available at 50% off for the first three months. This reduces the monthly cost from $20 to $10 and provides tools for managing expenses, tracking income, and organizing finances for tax season.

TurboTax Freedom Edition for Military Members

Active-duty military personnel ranked E1 through E9 can access the TurboTax Freedom Edition for free during the 2025 tax season. This software supports straightforward and complex returns, providing significant savings for service members. Those ranked higher than E9 can still receive a discount by submitting a military W2 tax form from fiscal year 2024.

Exclusive Offers from Financial Institutions

TurboTax frequently collaborates with banks and credit unions to offer exclusive discounts. These deals are typically available through the financial institution’s online portal under their “deals” or “partnerships” section.

TurboTax Free Edition for Simple Returns

For taxpayers with basic financial situations, TurboTax’s Free Edition allows for free federal and state tax filing. It’s ideal for straightforward returns, such as Form 1040 filings, and supports credits like the Earned Income Tax Credit (EITC), Child Tax Credit, and Student Loan Interest Deduction. However, only about 37% of taxpayers qualify for this edition, as it doesn’t cover complex scenarios like itemized deductions, investments, or business income. For eligible filers, this is a cost-effective solution.

No TurboTax Discount for Walden Savings Bank Customers in 2025

For years, Walden Savings Bank customers benefited from TurboTax discounts during tax season. However, this year, the partnership has ended, leaving customers without a direct discount. While this change is disappointing, there are still other ways to save on TurboTax through the offers outlined above.

The reasons behind the discontinuation of this collaboration are unclear, but such shifts in partnerships are not uncommon. Fortunately, Walden Savings Bank continues to provide valuable services to support customers during tax season and beyond.

About Walden Savings Bank: A Community-Centric Institution

Walden Savings Bank has been a cornerstone of the Hudson Valley community since its establishment in 1872. Headquartered in Montgomery, New York, this mutual savings bank has consistently focused on meeting the financial needs of individuals and businesses in the region.

Key Facts About Walden Savings Bank

1. Foundation and Growth
   • Founded in 1872, Walden Savings Bank was created to provide a safe and reliable financial institution for local residents and businesses. It played a significant role in the economic development of the Hudson Valley.
2. Branch Network
   • The bank operates several branches throughout the Hudson Valley, ensuring accessibility for its customers. This local presence underscores its commitment to serving the community.
3. Mutual Ownership Model
   • As a mutual savings bank, Walden Savings Bank is owned by its depositors rather than shareholders. This model prioritizes customer needs over profit-making, enabling the bank to reinvest in better services and products.
4. Adoption of Technology
   • While rooted in tradition, Walden Savings Bank has embraced modern banking solutions. Customers have access to online banking, mobile apps, and digital payment systems, making it easier to manage their finances.

Benefits of Banking with Walden Savings Bank

1. Community-Focused Services
   • The bank’s deep ties to the Hudson Valley ensure it’s invested in local growth. Walden Savings Bank frequently supports community initiatives and small businesses through loans and sponsorships.
2. Personalized Customer Service
   • Walden Savings Bank’s size allows for a personal touch in its services. Customers can develop close relationships with bank staff, making it easier to get tailored advice on mortgages, loans, and savings strategies.
3. Competitive Financial Products
   • The bank offers attractive rates on loans and savings products. Its certificates of deposit (CDs), auto loans, and mortgages are often more competitive than those of larger national banks.
4. Support for Local Businesses
   • Small business owners benefit from tailored loans and credit options that reflect the unique challenges of operating in the Hudson Valley.
5. Financial Education
   • Walden Savings Bank provides workshops and online resources to improve financial literacy, covering topics like budgeting, tax planning, and retirement savings.

Drawbacks of Banking with Walden Savings Bank

1. Limited Geographic Reach
   • With branches confined to the Hudson Valley, customers who move outside the area may find it difficult to access in-person services.
2. Basic Technology Offerings
   • While the bank has made strides in adopting digital tools, its online and mobile banking features may lack the advanced functionalities of larger banks, such as robust financial planning tools or integration with third-party apps.
3. Fewer Specialized Products
   • The focus on community needs means Walden Savings Bank doesn’t offer the extensive range of financial products found at larger institutions, such as international banking or advanced investment options.
4. No TurboTax Discount in 2025
   • The absence of a TurboTax partnership this year is a notable drawback for customers who relied on this annual tax filing perk.

How Walden Savings Bank Supports Customers During Tax Season

Despite the lack of a TurboTax discount this year, Walden Savings Bank continues to assist customers during tax season in meaningful ways:

1. Access to Financial Records
   • Account statements, transaction histories, and other tax-related documents are readily available through the bank’s online and mobile banking platforms.
2. Personal Loans for Tax Payments
   • For customers who need financial assistance to meet tax obligations, Walden Savings Bank offers personal loans with competitive rates, allowing for manageable repayment plans.
3. Financial Planning Services
   • The bank’s advisors can help customers understand the tax implications of their investments, identify deductions, and create financial strategies for the year ahead.
4. Educational Workshops
   • Walden Savings Bank’s commitment to financial literacy extends to workshops on tax preparation, budgeting, and financial planning, equipping customers with the knowledge to navigate tax season effectively.

Alternatives for Saving on TurboTax in 2025

While Walden Savings Bank customers won’t enjoy a TurboTax discount this year, there are still plenty of options to reduce costs:

1. Use Current TurboTax Promotions
   • Take advantage of the 10% discount on federal products, free filing for simple returns, and military-specific offers.
2. Explore Other Financial Institutions
   • Check with other banks and credit unions for TurboTax partnerships. Major institutions like Chase, Bank of America, and Citi Bank often provide exclusive discounts.
3. Leverage Employer Benefits
   • Some companies offer TurboTax discounts as part of their employee benefits packages. Ask your HR department for details.
4. Search for Promo Codes
   • TurboTax frequently releases promotional codes during tax season, which can be found here on BlackerFriday!

Our Final Thoughts

Walden Savings Bank’s absence from TurboTax’s partnership list in 2025 is a setback for customers who valued this annual benefit. However, the bank’s broader commitment to personalized service, community development, and financial education ensures it remains a vital resource for its customers.

For those seeking to maximize savings this tax season, TurboTax’s current discounts and promotions provide alternative opportunities. Additionally, Walden Savings Bank’s financial planning resources and personalized approach to banking continue to offer significant value during tax season and beyond. By staying informed and exploring available options, customers can make well-rounded financial decisions to navigate tax season effectively.