Updated on Sunday, April 6, 2025: This year’s tax deadline is just around the corner and as always, TurboTax is offering a variety of discounts to help you save a few bucks when filing your return in time. Here’s a look at our favorite TurboTax 2025 discounts available from now through the end of April:

1) Extra 10% Off TurboTax Federal Products

TurboTax is providing an additional 10% instant coupon on its online federal tax products when purchased directly through Intuit. This offer stacks with the current end-of-season pricing, offering significant savings for those of you filing before April 15th. The discount is applicable only to federal tax filings and excludes state products. It also cannot be combined with other TurboTax offers. This promotion is valid until April 15, 2025.

2) 50% Off QuickBooks Solopreneur Bundle

For self-employed individuals and small business owners, TurboTax offers a 50% discount on the QuickBooks Solopreneur Bundle for the first three months. This bundle, available for just $10 per month (down from $20), is designed to simplify expense tracking, invoicing, and tax preparation.

3) TurboTax Freedom Edition for Military Members

Military personnel ranked E1 through E9 are eligible for TurboTax’s Freedom Edition at no cost. This version is tailored to meet the unique tax needs of active-duty service members. For those ranked higher than E9, discounted pricing is available instead. To claim the free or discounted option, a military W-2 form from fiscal year 2024 is required.

4) Discounts Through Financial Institutions

TurboTax frequently partners with major banks and credit unions to provide exclusive member discounts. This incudes Bank of America, AAA, MACU, Capital One, American Express, and Robinhood. Many of these offers can be accessed through your institution’s online banking portal under “deals” or “member benefits.” Checking for these promotions could help you save even more during tax season.

5) Free Edition for Simple Tax Returns

TurboTax’s Free Edition is designed for taxpayers with basic filing needs, such as individuals with straightforward returns (e.g., Form 1040). This option supports certain tax credits, including:

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

Users filing both federal and state taxes can do so at no cost with this edition. However, it doesn’t support more complex situations, such as business ownership, itemized deductions, or investment income. Approximately 37% of taxpayers qualify for the Free Edition, making it a good option for those with uncomplicated tax situations.

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TurboTax Partnership with Randolph-Brooks Federal Credit Union (RBFCU)

For years, TurboTax has collaborated with Randolph-Brooks Federal Credit Union (RBFCU) to offer its members a special discount. This year, RBFCU members can enjoy a 20% discount on TurboTax federal products.

The discount is available exclusively through the RBFCU online portal, where members can follow the designated link to access the offer (no coupon or special offer code is needed). The savings apply only to federal tax filings and cannot be combined with other promotions. Additional terms and conditions may apply, with pricing determined at the time of purchase or e-filing. This partnership exemplifies RBFCU’s commitment to supporting its members during the busy tax season.

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About Randolph-Brooks Federal Credit Union (RBFCU)

History and Background

Randolph-Brooks Federal Credit Union (RBFCU) was established in 1952 at Randolph Air Force Base in Texas. Initially created to serve military personnel and their families, RBFCU has since expanded its membership to include residents, employees, and businesses across select regions in Texas. Today, RBFCU stands as one of the largest credit unions in the United States, with over 1 million members and more than $15 billion in assets.

RBFCU’s mission is to provide affordable financial products and services while promoting financial education and security for its members. By focusing on low fees and competitive rates, the credit union aims to deliver value to its community.

Membership Eligibility and How to Join

Becoming an RBFCU member is simple. Eligibility extends to individuals who:

• Reside or work in specific counties in Texas.
• Are employees of select companies or organizations.
• Have family members who are existing RBFCU members.

Individuals who don’t meet these criteria can still join by making a small donation to an affiliated organization. Applications can be completed online or in person at a branch. Once approved, members gain access to a wide range of financial products, from basic savings accounts to specialized loan programs.

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Tax-Related Tools and Resources for RBFCU Members

RBFCU provides several resources to assist its members during tax season. These tools are designed to simplify the process and ensure accuracy when filing returns.

Accessing Tax Forms

Members can easily retrieve their tax documents, such as the 1099-INT form, which details interest income earned on accounts. Here’s how to access these forms:

• Log into RBFCU’s Online Banking Portal and navigate to the Tax Forms section.
• Request a paper copy by visiting a local branch.

For accounts that earned less than $10 in interest, a 1099-INT may not be issued. However, year-to-date interest information can still be found in monthly account statements.

Financial Planning Services

RBFCU encourages members to consult with financial advisors to better prepare for tax season. Advisors can help identify deductions, review tax strategies, and ensure all financial documents are in order. Appointments can be scheduled online or in person at participating branches.

eStatements

RBFCU members can sign up for eStatements, which provide electronic access to account statements and tax documents. Going paperless has multiple advantages, including faster access to statements and reduced clutter. Through the online banking platform, members can view and download statements from previous years, as well as other financial notifications.

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Financial Products and Services at RBFCU

RBFCU offers a comprehensive lineup of financial products to support its members’ needs throughout the year, including tax season.

Savings and Checking Accounts

RBFCU provides:

• High-Yield Savings Accounts: Competitive interest rates help members grow their savings over time.
• Free Checking Options: Accounts with no monthly fees and access to online and mobile banking tools.

Loans and Credit Products

RBFCU’s loan options include:

• Auto Loans: Low rates and flexible repayment terms.
• Personal Loans: Useful for consolidating debt or covering unexpected expenses.
• Mortgage Loans: RBFCU offers fixed and adjustable-rate mortgage options.

Credit card offerings feature low-interest rates and cashback rewards, which can help members earn money on everyday spending.

Retirement and Investment Services

RBFCU’s investment division provides retirement accounts, such as IRAs, and other long-term savings options. These tools are particularly valuable during tax season, as they may offer tax-deferred growth or deductions.

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Benefits and Drawbacks of RBFCU

Advantages

• Affordable Products: RBFCU offers low fees, competitive interest rates, and valuable member benefits like the TurboTax discount.
• Comprehensive Digital Tools: The online and mobile platforms make account management and tax preparation convenient.
• Financial Education: The credit union emphasizes member education through webinars, tools, and financial planning resources.

Disadvantages

• Limited Geographic Reach: Membership and physical branches are concentrated in Texas, which may be less convenient for members outside this area.
• Product Availability: Certain services, such as specialized loans, may only be available to members meeting specific criteria.

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Tax Season Tips for RBFCU Members

Preparing for tax season can be daunting, but RBFCU offers several tips to make the process smoother:

1. Double-Check Your Information: Ensure that routing and account numbers are correct to avoid delays with direct deposit refunds. RBFCU’s routing number is 3140 8958 2.
2. Organize Your Documents: Gather all necessary forms, including W-2s, 1099s, and other financial statements.
3. Consult an Advisor: Schedule a meeting with a financial professional to review your tax strategy and identify possible deductions or credits.

RBFCU’s partnership with TurboTax and its comprehensive financial tools make it a valuable ally during tax season. Members can take advantage of these resources to simplify their filing process while maximizing potential savings.

Updated on Sunday, April 6, 2025: This year’s tax deadline is almost here, and if you’re looking for ways to save on filing your taxes with TurboTax, then you’ll have several options available to you. That incudes free filing for simple returns and exclusive offers for specific groups (including members of major credit unions such as Suncoast). Here’s a full list of the current offers now live through the end of April:

1) Extra 10% Off TurboTax Federal Products

TurboTax is offering an additional 10% instant discount on federal tax filing products purchased directly through its platform. This discount complements their current end-of-season pricing. However, this deal applies only to federal products and does not extend to state filings. Keep in mind that the offer cannot be combined with other promotions and will expire on April 15, 2025.

2) 50% Off QuickBooks Solopreneur Bundle

TurboTax’s partnership with QuickBooks offers a 50% discount on the Solopreneur Bundle for the first three months. This package is tailored to self-employed individuals and small business owners, reducing the cost from $20/month to $10/month. It’s a great tool for managing expenses, invoices, and tax preparation all in one place.

3) TurboTax Freedom Edition for Military Personnel

Active-duty military members ranked E1 through E9 can take advantage of TurboTax’s Freedom Edition at no cost. This version is designed to meet the unique tax filing needs of service members. Those ranked above E9 are not eligible for the free version but can still access additional discounts. To qualify, you’ll need to provide a military W-2 form from fiscal year 2024.

4) Discounts Through Financial Institutions

TurboTax frequently collaborates with large financial institutions, including major banks and credit unions, to offer exclusive discounts to their customers. That incudes Bank of America, AAA, Vanguard, Citibank, Chase and Fidelity. Many of these deals are available through your institution’s online banking portal under sections like “Deals” or “Partnerships.” If you’re a member of a bank or credit union, it’s worth checking for any available offers.

5) TurboTax Free Edition for Simple Returns

For those with uncomplicated tax situations, TurboTax’s Free Edition is an option. It allows users to file both federal and state taxes at no cost, making it ideal for straightforward returns such as those using Form 1040. This edition supports common credits, including:

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

While about 37% of taxpayers qualify for the Free Edition, it’s important to note that it doesn’t accommodate more complex scenarios like business ownership, itemized deductions, or investment income. If your financial situation fits within the parameters of this edition, it’s an effective way to save on tax preparation costs.

TurboTax and Suncoast Credit Union Partnership

If you’re a member of Suncoast Credit Union, TurboTax is once again offering discounts to members the 2025 tax season. Suncoast members can receive a 20% discount on TurboTax federal products by accessing the offer link through their account portal. This deal applies only to federal filings and excludes state products. Additionally, Suncoast members can also save $25 on in-office tax preparation services with H&R Block. These discounts provide members with flexible options for handling their tax filings, whether they prefer DIY software or expert assistance.

It’s important to note that TurboTax’s offer through Suncoast cannot be combined with other promotions. Prices are determined at the time of purchase or e-filing and may change without prior notice. For additional terms and conditions, members should review the details on the credit union’s portal before proceeding.

About Suncoast Credit Union

History and Background

Suncoast Credit Union, founded in 1934, is Florida’s largest credit union and serves over one million members. Originally established to serve teachers, the credit union has since expanded to offer membership to residents, employees, and students in eligible counties across the state. Suncoast Credit Union is a not-for-profit organization, meaning its profits are reinvested into member benefits, such as lower loan rates, higher savings rates, and fewer fees.

With a strong focus on community involvement, Suncoast supports educational programs and financial literacy initiatives throughout Florida. The credit union’s commitment to providing affordable financial services has made it a popular choice for individuals seeking a member-focused alternative to traditional banks.

Membership Eligibility and How to Join

Becoming a Suncoast Credit Union member is straightforward. Eligibility includes:

• Living, working, or attending school in one of the eligible counties in Florida.
• Being an employee or retiree of certain organizations.
• Having a family member who is already a Suncoast member.

If you don’t meet these criteria, you can still qualify by making a small donation to the Suncoast Credit Union Foundation. Applications can be completed online or in person at one of their branch locations.

Once you’re a member, you’ll have access to a wide range of financial products and services, including loans, credit cards, and investment options. During tax season, Suncoast’s partnerships with tax service providers add even more value.

Tax Season Resources for Suncoast Members

Suncoast Credit Union offers several tools and services to assist members during tax season. These resources are designed to streamline the filing process and help members maximize their refunds while staying organized.

Tax Forms and Documentation

Suncoast makes it easy to access tax documents like 1099-INT forms, which report interest earned on accounts. Members can:

• Log into Suncoast’s online banking platform and navigate to the Tax Forms section.
• Request paper copies from their local branch.

For accounts with interest earnings below $10, a 1099-INT form may not be issued, but year-to-date interest details can still be found in monthly account statements.

Financial Education and Planning

Suncoast emphasizes financial literacy and offers workshops, webinars, and one-on-one consultations to help members prepare for tax season. These services can assist with:

• Identifying potential deductions and credits.
• Reviewing financial strategies to reduce taxable income.
• Planning for long-term financial goals, such as retirement or investments.

Savings Options for Tax Refunds

To make the most of a tax refund, Suncoast encourages members to consider opening a share certificate. These accounts allow funds to grow over time with higher interest rates compared to regular savings accounts. Members can choose terms that align with their financial goals, maximizing the value of their refunds.

Suncoast Credit Union: Benefits and Drawbacks

Advantages

• Member-Centric Approach: As a not-for-profit institution, Suncoast reinvests profits into member benefits, resulting in lower fees and competitive rates.
• Comprehensive Services: Members have access to a wide range of financial products, from basic savings accounts to specialized loan options.
• Tax Season Perks: Partnerships with TurboTax and H&R Block provide members with discounts on tax preparation services.
• Digital Tools: Online and mobile banking platforms make it easy to manage accounts, access tax forms, and track finances.
• Community Focus: Suncoast actively supports educational initiatives and local charities, reinforcing its commitment to member communities.

Drawbacks

• Geographic Limitations: Membership is limited to specific regions in Florida, which may exclude potential members outside the service area.
• Limited Physical Branches: While the credit union’s digital tools are robust, those who prefer in-person banking may find fewer branch locations compared to national banks.

Additional Tips for Navigating Tax Season

Suncoast Credit Union members and others can make tax season more manageable by following these simple strategies:

Stay Organized

Gathering all necessary documents ahead of time can save you headaches later. Make sure to have W-2s, 1099s, and receipts for deductible expenses on hand. If you’re using a preparer, ask them for a checklist of required documents to streamline the process.

Explore Free Tax Assistance Programs

The IRS offers free tax preparation assistance through programs like Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE). These programs cater to low-income individuals, seniors, and those with disabilities or limited English proficiency. To find a nearby program, call 2-1-1 or visit the IRS website.

Use Discounts on Tax Services

Even if you don’t qualify for free assistance, many tax preparation companies and financial institutions offer discounts. Check with your bank or credit union for available deals to save on software or professional services. TurboTax, for example, offers various discounts that could be combined with early-season savings. By staying informed and leveraging available resources, tax season doesn’t have to be stressful. Whether you file independently or seek professional help, these strategies can make the process smoother and more affordable.

Updated on Sunday, April 6, 2025: Tax season is a little bit easier this year—and more affordable—thanks to several discounts and promotions available from TurboTax. Below is a breakdown of our favorite deals available from now through the April 15th tax filing deadline:

1) 10% Off TurboTax Online Federal Products

TurboTax is offering a 10% instant coupon on all federal tax products when purchased directly from Intuit. Just note that the coupon applies exclusively to federal filings, excluding state returns, and cannot be combined with any other offers. The deal is only valid until April 15, 2025.

2) 50% Off QuickBooks Solopreneur Bundle

Self-employed individuals and small business owners can benefit from TurboTax’s integration with QuickBooks. The QuickBooks Solopreneur Bundle is available at half price for the first three months, dropping the cost from $20 per month to just $10. This bundle streamlines expense tracking, invoicing, and tax preparation.

3) Free TurboTax Freedom Edition for Military Members

Active-duty military members ranked E1 through E9 qualify for TurboTax’s Freedom Edition at no charge. This offer includes features tailored to military-specific tax needs. For personnel ranked higher than E9, discounted pricing is available, though the software is not free. To apply the offer, a military W-2 form from fiscal year 2024 is required.

4) 10-20% Discounts Through Financial Institutions

TurboTax has partnered with numerous banks and credit unions to offer exclusive savings for account holders. Some of these include Bank of America, Golden1, Fidelity, Schwab, AAA and NFCU. These offers can often be found within your institution’s online banking portal under “deals” or “member benefits.” Checking with your financial institution could uncover additional ways to save this tax season.

5) Free Edition for Simple Tax Returns

For taxpayers with uncomplicated returns, TurboTax provides a Free Edition that allows users to file both federal and state taxes without cost. This option is ideal for individuals filing Form 1040 or claiming limited credits, such as:

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

However, the Free Edition isn’t suitable for more complex scenarios, such as business income, itemized deductions, or investment-related filings. Only around 37% of taxpayers qualify for this no-cost option, but for those who do, it’s a great way to save money.

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TurboTax and Mountain America Credit Union (MACU) Partnership

For 2025, Mountain America Credit Union (MACU) members can take advantage of an exclusive discount on TurboTax. Members are eligible for 20% off TurboTax federal products when accessing the software through the MACU online portal. This discount applies to federal tax filings only and cannot be combined with other promotions. Pricing is determined at the time of purchase or e-file submission, and additional terms may apply.

To claim the discount, MACU members need to log into their online account and navigate to the relevant TurboTax offer link. This collaboration between TurboTax and MACU ensures members have access to affordable tax preparation tools during the busy filing season.

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Mountain America Credit Union (MACU): Background and Services

History and Mission

Mountain America Credit Union, established in 1936, began as a financial cooperative serving the employees of Utah-based businesses. Over the decades, it expanded its membership eligibility to include individuals nationwide, provided they meet certain criteria such as residency in select regions or affiliation with partner organizations.

Today, MACU is one of the largest credit unions in the United States, boasting more than 1 million members and over $16 billion in assets. Its primary mission is to provide members with financial tools, resources, and services that promote long-term financial well-being.

Membership Eligibility and Sign-Up

Becoming a member of MACU is straightforward. Membership is open to individuals in specific geographic areas, employees of select companies, and members of partner organizations. Even those without direct eligibility can join by making a small donation to a partner organization like the American Consumer Council.

To sign up, visit a MACU branch or apply online through their website. Members gain access to an array of financial products, including checking and savings accounts, loans, and credit cards.

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Tax Season Resources for MACU Members

MACU provides members with a variety of tools and resources to simplify tax preparation and filing:

Accessing 1099-INT Forms

MACU makes it easy to retrieve the 1099-INT form, which details interest income earned on accounts. Members can access this form in several ways:

• Log into Online Banking, navigate to E-Documents, and select View Tax Form.
• Visit a local branch to request a printed copy.
• Review the year-to-date interest earned on your December statement.

Forms are typically available by the end of January. If a member has earned less than $10 in interest, a 1099-INT will not be generated, though the total interest can still be found on the account statement.

Go Paperless with eStatements

MACU encourages members to enroll in eStatements for quicker and more secure access to account and tax documents. These digital statements reduce paper clutter and are accessible through the online banking platform or mobile app. With eStatements, members can view up to three years of account history and two years of tax forms.

Consulting a Financial Advisor

MACU recommends meeting with a financial advisor before filing taxes. These professionals can help identify potential deductions or credits, avoid errors, and ensure that all relevant financial details are accounted for. Members can schedule an appointment at a local branch or virtually.

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MACU Financial Products and Their Relevance During Tax Season

MACU offers a range of products designed to help members manage their finances efficiently:

Savings and Checking Accounts

• High-Yield Savings Accounts: Competitive interest rates allow members to grow their savings faster.
• Everyday Checking: No monthly fees and robust online banking tools make account management simple.

Loans and Credit Cards

• Auto and Personal Loans: Flexible terms and low interest rates make borrowing accessible.
• Credit Cards: Options include low-interest and cashback rewards cards, which can be valuable for earning points on everyday purchases.

Investment Services

MACU provides members access to financial planning services, including retirement accounts and investment products. These tools can play a critical role in tax planning, as they may offer opportunities for deductions or tax-deferred growth.

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Benefits and Drawbacks of MACU

Advantages

• Wide Membership Eligibility: Many individuals nationwide can join through various pathways.
• Low Fees: Accounts come with minimal fees, and some products include fee-free ATM access.
• Tax Season Discounts: The partnership with TurboTax offers substantial savings for members.
• Digital Tools: The online and mobile platforms provide easy access to statements, tax forms, and account management features.

Disadvantages

• Limited Branch Availability: While MACU serves members nationwide, physical branch locations are concentrated in the western United States.
• Geographic Restrictions for Some Products: Certain loans or services may be region-specific, which could limit availability for members outside these areas.

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Tax Tips for MACU Members

Preparing for tax season requires organization and awareness of financial details. MACU advises members to keep the following tips in mind:

1. Double-Check Routing and Account Numbers: These are essential for direct deposit refunds. MACU’s routing number is 3240 7955 5.
2. Review Past Statements: Analyze your December statement for year-to-date interest earned.
3. Leverage Professional Help: Consult with a financial advisor or tax preparer to identify potential deductions and ensure accuracy.

By utilizing MACU’s resources and the TurboTax discount, members can streamline their tax preparation while potentially saving money.