Updated on Sunday, April 6, 2025: The 2025 tax deadline is nearly upon us, and as always, TurboTax continues to offer a range of discounts through several different partnerships to help you save on their tax prep software (such as SECU). Here’s a rundown of all of our favorite deals currently deals available on TurboTax, including Basic, Deluxe, Premier, Home & Business and Self-Employed editions:

1. Extra 10% Off TurboTax Online Versions

TurboTax has an additional 10% off instant coupon that’s now live that can be applied towards all online federal tax products when purchased directly from Intuit (the coupon is activated by following the link). This offer complements the current end-of-season pricing across all TurboTax Online versions. However, it’s worth noting that this discount applies only to federal products—not state filings. The offer ends on April 15, 2025.

2. 50% Off QuickBooks Solopreneur Bundle

Freelancers and self-employed individuals can take advantage of a 50% discount on the QuickBooks Solopreneur Bundle for the first three months. This offer reduces the cost from $20 to $10 per month and combines financial tracking with tax preparation tools tailored for small business owners.

3. Discounts for Military Members

Active-duty service members ranked E1 through E9 are eligible for free access to TurboTax Freedom Edition for the 2025 tax season. Those with higher ranks can still access discounted products. A valid military W-2 from the 2024 tax year is required to claim this offer.

4. Partner Discounts Through Banks and Credit Unions

TurboTax collaborates with financial institutions and credit unions to provide exclusive discounts. This incudes partners such as Bank of America, Capital One, AAA, PenFed, Vanguard and State Farm. Check your bank’s online portal or member benefits section for current offers.

5. Free Edition for Simple Returns

TurboTax’s Free Edition allows taxpayers with straightforward returns to file both federal and state taxes at no cost. It supports basic forms, including the 1040, and offers 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, as this option doesn’t accommodate complex scenarios like itemized deductions, investments, or business income.

---

TurboTax Discounts for SECU Members

The State Employees’ Credit Union (SECU) has maintained a partnership with TurboTax, offering members a 20% discount on tax preparation software. This discount applies to federal filing products and is available through a special link provided in the SECU member portal.

To claim the discount, SECU members can:

1. Log in to their SECU online account.
2. Navigate to the “Member Discounts” section.
3. Follow the TurboTax link to automatically apply the savings during purchase.

This partnership reflects SECU’s commitment to providing financial benefits and resources for its members during tax season.

---

Understanding State Employees’ Credit Union (SECU)

Founded in 1937, SECU is one of the largest credit unions in the United States, serving over 2.7 million members. Initially established to support North Carolina’s state employees, SECU has grown to include various financial services, including loans, savings accounts, and tax-related tools.

Tax Resources Offered by SECU

SECU assists members with tax preparation and document management by providing easy access to essential tax forms:

• IRS Form 1098: Shows mortgage interest, property taxes, and private mortgage insurance paid via escrow.
• IRS Form 1099-INT: Reports interest earned from SECU deposit accounts.
• IRS Form 1099-R: Details distributions from retirement accounts, including IRAs.
• IRS Form 1099-C: Indicates canceled debt of $600 or more.
• IRS Form 5498: Provides IRA contribution details.

Members can view these forms online through SECU’s Member Access portal by January 31, 2025 for most documents and by May 31, 2025 for Form 5498.

Additional Tax Tools and Benefits

• Credit Card Annual Activity Summary: SECU offers an itemized summary of credit card transactions, categorized for easier budgeting and tax preparation. This feature is available to members with at least 25 annual purchases.
• Direct Deposit Refunds: SECU ensures fast refunds via direct deposit, requiring members to provide accurate routing (253177049) and account information.

---

Pros and Cons of Using SECU for Tax Season

Benefits

1. Convenient Access to Tax Documents: Members can retrieve essential forms online, streamlining the tax filing process.
2. Discounted TurboTax Services: SECU’s partnership with TurboTax ensures significant savings.
3. Comprehensive Financial Support: From mortgage statements to IRA details, SECU provides a holistic view of your financial picture.

Drawbacks

1. Limited to SECU-Generated Forms: Members need to retrieve forms from other financial institutions for external accounts or investments.
2. Digital Accessibility Required: Navigating SECU’s online portal may pose challenges for less tech-savvy individuals.

---

Free and Low-Cost Tax Preparation Options

For those seeking alternatives to paid services, several free and affordable resources are available:

IRS Free File

If your income is $73,000 or less, you can access free tax preparation software through the IRS Free File program. It offers user-friendly options to file federal and state taxes. For incomes above $73,000, the IRS provides fillable forms for federal returns.

Volunteer Income Tax Assistance (VITA)

The VITA program offers free tax help for individuals earning $64,000 or less, as well as for persons with disabilities and those with limited English proficiency. IRS-certified volunteers assist with basic tax preparation and electronic filing.

Tax Counseling for the Elderly (TCE)

Designed for taxpayers aged 60 and older, TCE offers free tax counseling through IRS-trained volunteers. Many TCE sites are operated by the AARP Foundation’s Tax-Aide program, which runs from late January through mid-April.

MilTax for Military Members

Available through the Department of Defense, MilTax provides free tax preparation software and e-filing for all military members, regardless of income.

---

How to Avoid Tax Filing Errors

Whether filing independently or with professional help, accuracy is critical:

1. Verify Direct Deposit Information: Ensure your routing and account numbers are correct to avoid delays or lost refunds.
2. Double-Check Tax Documents: Cross-reference forms like W-2s, 1099s, and mortgage statements for discrepancies.
3. Use Reputable Software: Trusted platforms like TurboTax simplify the filing process and reduce errors.

---

Our Final Thoughts

SECU and TurboTax provide valuable resources to navigate tax season efficiently. From discounted software to accessible tax documents, these tools cater to a variety of financial situations. Whether you’re taking advantage of free tax preparation programs or leveraging SECU’s partnerships, careful planning and attention to detail will help ensure a smooth filing experience.

Updated on Sunday, April 6, 2025: With the April 15th tax deadline fast approaching, we’re tracking the best TurboTax deals to help you save when using their software. Here’s a breakdown of the latest offers you can take advantage of right now.

1. Extra 10% Off TurboTax Online

TurboTax is offering an additional 10% off on all online federal tax products when purchased directly through Intuit. This discount is on top of their current end-of-season pricing. Note that this offer applies exclusively to federal products, not state filings, and cannot be combined with other TurboTax promotions. This deal expires on April 15, 2025.

2. 50% Off QuickBooks Solopreneur Bundle

If you’re a freelancer or self-employed, QuickBooks’ Solopreneur Bundle might suit your needs. This bundle is available at a 50% discount for the first three months, reducing the monthly cost from $20 to $10. It’s a great option for managing both taxes and day-to-day financial tracking.

3. Military Discounts

TurboTax continues to support active military personnel with its Freedom Edition. This free filing option is available to service members ranked E1 through E9 and requires a military W-2 from the 2024 tax year. Higher-ranking members are still eligible for discounted pricing, ensuring that all military personnel can access affordable tax filing.

4. Discounts Through Financial Institutions

TurboTax partners with banks and credit unions across the country to offer exclusive discounts. That includes partners such as Bank of America, AAA, Fidelity, Schwab, BECU and AMEX. Check your bank or credit union’s website, typically under the “deals” or “partnerships” section, to see if special offers are available.

5. Free Edition for Simple Returns

For taxpayers with basic tax situations, TurboTax offers a Free Edition. This option allows you to file both federal and state taxes at no cost. Designed for simple returns, such as those requiring only a Form 1040, it supports limited credits, including the Earned Income Tax Credit (EITC), Child Tax Credit, and Student Loan Interest Deduction. However, this edition doesn’t cover more complex tax situations like business ownership, investments, or itemized deductions. Approximately 37% of taxpayers qualify for this free option, making it an excellent choice for those who meet the criteria.

---

TurboTax Discounts for PenFed Members

PenFed, short for Pentagon Federal Credit Union, is offering its members several finance-released discounts for tax preparation this year. As in previous years, PenFed members can enjoy 20% off TurboTax federal tax products. Additionally, members can access discounts of up to $25 on H&R Block tax preparation software. These discounts are activated through special links provided in members’ PenFed accounts—no promo codes are needed.

To claim these offers:

1. Log in to your PenFed account.
2. Navigate to the relevant tax preparation discount link in the “Offers” or “Partnerships” section.
3. Follow the provided link to apply the discount automatically during your purchase.

---

Pentagon Federal Credit Union: A Trusted Financial Partner

PenFed has a rich history as one of the largest credit unions in the United States. Founded in 1935, PenFed was originally established to serve members of the military and their families. Today, it has expanded its membership to include civilians, offering a wide range of financial products, including loans, credit cards, and savings accounts.

PenFed and Taxes

PenFed provides comprehensive resources to help its members manage tax season efficiently. From discounts on tax preparation software to easy access to year-end tax statements, PenFed members can take advantage of several tools to make filing taxes less stressful.

Accessing Tax Statements Online

PenFed members can view their tax documents online through their accounts. Here’s how:

1. Log in to PenFed Online.
2. Click “Other Actions” and select “Get Year-End Information.”
3. Navigate to the “Tax Statements” tab.
4. Download or view your relevant tax forms, such as Form 1098, 1099, or 5498.

PenFed offers a variety of tax forms based on account types and transactions, including:

• 1098: Mortgage interest statements.
• 1099-INT: Interest income from savings or checking accounts.
• 5498: IRA contributions.

For members who prefer electronic tax statements, PenFed provides an option to go paperless. To enroll, simply follow the e-statement sign-up instructions in your online account before January 10, 2025.

---

Key Benefits of PenFed Membership During Tax Season

Exclusive Discounts

PenFed members receive access to significant savings on TurboTax and H&R Block products. These partnerships make it easier for members to file taxes without spending a fortune on professional services.

Convenient Tax Resources

PenFed’s online platform offers an intuitive way to access year-end tax summaries and critical forms. Whether you need a mortgage interest statement (Form 1098) or retirement distribution details (Form 1099-R), you can find everything in one place.

Tailored Financial Solutions

As a credit union, PenFed prioritizes member needs. With competitive rates on loans and savings accounts, PenFed supports financial stability throughout the year. During tax season, this translates into fewer headaches and more resources to navigate financial obligations.

---

Drawbacks of Using PenFed for Tax Resources

While PenFed offers several tax-related advantages, it’s important to consider the potential downsides:

1. Limited Form Availability: Not all tax forms are provided. For example, PenFed does not issue forms for external financial transactions or accounts not tied to the credit union.
2. Digital Dependence: Accessing tax statements requires internet connectivity and familiarity with PenFed’s online platform, which could pose challenges for less tech-savvy members.

---

Membership and Enrollment

Joining PenFed is straightforward. While it initially served military members, PenFed has since expanded its membership criteria. Today, anyone can join by opening a savings account with a minimum deposit of $5. Membership provides access to PenFed’s full suite of financial products, including loans, mortgages, and tax preparation benefits.

---

Our Final Thoughts

TurboTax’s 2025 discounts and PenFed’s exclusive member offers make tax season a little more manageable. Whether you’re filing a simple return or need advanced tools for a complex situation, these promotions provide valuable savings. PenFed’s resources, including access to year-end tax documents and tailored financial services, enhance the overall experience, making it a solid choice for anyone seeking support during tax season.

Updated on Sunday, April 6, 2025: This year, DoorDash Dashers can benefit from exclusive TurboTax offers, making it easier to file taxes, claim deductions, and maximize refunds. Here’s a roundup of the current TurboTax 2025 discounts, the special DoorDash partnership, and practical tax tips for Dashers.

---

Current TurboTax Discounts, April 2025:

1. Extra 10% Off TurboTax Federal Products

TurboTax is offering an additional 10% instant coupon on federal tax products when purchased directly through Intuit. This discount stacks on top of current end-of-season pricing. Note that state tax filing products are not eligible for this offer, and it cannot be combined with other TurboTax promotions. To take advantage of this deal, file your taxes by April 15, 2025.

2. 50% Off QuickBooks Solopreneur Bundle

For small business owners and freelancers, TurboTax offers a discount on its QuickBooks Solopreneur Bundle. This bundle, designed to streamline expense tracking and year-round bookkeeping, is available at 50% off for the first three months, reducing the cost from $20/month to $10/month.

3. Free TurboTax Freedom Edition for Military Members

Active-duty military personnel ranked E1 through E9 can file their taxes for free using the TurboTax Freedom Edition. Higher-ranking service members receive discounted pricing. A military W-2 form from fiscal year 2024 is required to access this offer. TurboTax also includes tools to address military-specific tax issues, such as allowances and combat pay exemptions.

4. Bank and Credit Union Discounts

TurboTax frequently partners with financial institutions—like Bank of America, Fidelity, BECU and Chase—to provide exclusive discounts to their customers. Check your bank or credit union’s online portal under the “deals” or “partnerships” section to see if any TurboTax offers are available.

5. TurboTax Free Edition for Simple Returns

For those with basic tax situations, the TurboTax Free Edition allows users to file both federal and state taxes at no cost. This option supports straightforward filings, such as:

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

However, eligibility is limited. About 37% of taxpayers qualify for the Free Edition, as it doesn’t support complex filings like investments, itemized deductions, or self-employment income. If you qualify, it’s an excellent way to file without spending a dime.

---

TurboTax’s Exclusive Discount for DoorDash Dashers

DoorDash has teamed up with TurboTax to provide Dashers with a 20% discount on key TurboTax products. This partnership makes it easier for delivery drivers to file self-employment taxes while ensuring they claim all eligible deductions.

TurboTax Options for Dashers

• TurboTax Deluxe: Ideal for individuals looking to maximize deductions, this version is perfect if you have itemized expenses such as mortgage interest, medical costs, or charitable donations.
• TurboTax Premier: If you have investments, rental income, or side earnings from cryptocurrency, this version simplifies the process of filing complex returns.
• TurboTax Self-Employed: Tailored for independent contractors and small business owners, this version helps track business expenses, including mileage, and ensures you don’t miss out on deductions specific to delivery drivers.
• TurboTax Live and Full Service: If you prefer professional assistance, TurboTax Live connects you with experts on demand, while Full Service allows a tax professional to handle the entire filing process.

How to Access the Discount

Dashers can use a special link provided by DoorDash to activate the TurboTax discount. This link automatically applies the 20% discount at checkout—no coupon or service codes are needed.

---

Key Tax Information for DoorDash Dashers

As independent contractors, Dashers are responsible for reporting their income, tracking expenses, and paying taxes. Here are essential details and tips to keep in mind:

DoorDash Tax Forms and Important Dates

• 1099-NEC Form: If you earned $600 or more on the DoorDash platform in 2024, you’ll receive a 1099-NEC form by January 31, 2025. DoorDash uses Stripe to distribute these forms, so look out for an email from Stripe with instructions on how to access your tax documents.
• Mileage Report: DoorDash will email you an estimate of your mileage for the year by February 28, 2025. If you used mileage-tracking apps like Everlance, you can download detailed records to support your deductions.
• Tax Deadline: Taxes are due by April 15, 2025. Make sure to file on time to avoid penalties.

Common Tax Deductions for Dashers

As an independent contractor, you can deduct business expenses to lower your taxable income. Common deductions for delivery drivers include:

• Mileage
• Gas
• Oil changes and vehicle maintenance
• Car insurance
• Parking fees
• Car cleaning supplies
• Cell phone service and accessories

Tracking these expenses throughout the year is crucial. Use apps like Everlance or QuickBooks to maintain accurate records and make tax season easier.

Tips for Filing as an Independent Contractor

1. Set Aside Taxes: Since DoorDash doesn’t withhold taxes from your earnings, consider setting aside 25–30% of your income for federal and state taxes.
2. Estimate Quarterly Taxes: If your earnings are substantial, you may need to make estimated quarterly payments to the IRS to avoid penalties.
3. Stay Organized: Keep detailed records of your earnings and expenses to ensure you claim all eligible deductions and avoid IRS audits.

---

DoorDash Overview: History, Benefits, and Tax Implications

A Brief History of DoorDash

DoorDash was founded in 2013 by four Stanford students—Tony Xu, Stanley Tang, Andy Fang, and Evan Moore. It started as a way to connect local businesses with delivery drivers and has since grown into one of the largest food delivery platforms in the U.S., operating in more than 7,000 cities across North America.

Becoming a Dasher

Signing up to become a Dasher is straightforward:

1. Visit the DoorDash website or app and complete the online application.
2. Provide your personal details, including a valid driver’s license and vehicle information.
3. Pass a background check.
4. Start accepting deliveries once approved.

Benefits of Dashing

• Flexibility: Dashers can set their schedules, making it an excellent option for those seeking part-time or supplemental income.
• Weekly Payouts: Earnings are deposited weekly, with the option for instant payouts for a small fee.
• Opportunities for Tax Deductions: As a self-employed contractor, Dashers can claim a variety of deductions, which can significantly reduce tax liability.

Drawbacks

• No Tax Withholding: Dashers must handle their own tax obligations, including estimated quarterly payments.
• Vehicle Wear and Tear: The job requires frequent driving, which can lead to higher maintenance and fuel costs.

---

Maximizing Tax Savings as a DoorDash Dasher

Understanding your tax obligations is essential as an independent contractor. By taking advantage of TurboTax’s discounts, using tools like Everlance to track expenses, and staying organized, you can streamline the filing process and minimize your tax liability.

TurboTax and DoorDash’s partnership offers a unique advantage for Dashers, combining intuitive tax software with exclusive savings. Whether you’re filing a simple return or navigating complex deductions, TurboTax provides the tools you need to succeed this tax season.