Updated on Sunday, December 22, 2024: Why pay full price on your tax software when you don’t have to – right? That’s where we can help! We’re tracking all the top discounts and service codes (a.k.a. coupons) on TurboTax again during the 2025 season to help you find the best price possible on your tax prep software. Below is our list of favorite deals available today (we are updating this list on an ongoing basis as new deals emerge from now through this year’s tax deadline on April 15th).

Our Favorite TurboTax Deals, January 2025:

This is an instant discount sale with no additional rebates or codes required. The online versions of TurboTax are the most popular choice these last few years as there’s no software to install and you work on your return from any one of your computers or tablets (especially helpful if you and your spouse both work on your taxes together if you have an accountant review your return before filing).

If you’re already a QuickBooks user then this is definitely worth taking a look at, especially if you are a small business owner that prefers to back up your tax data online rather than having everything stored on your local hard drive. The Bundle is now on sale for $10/month for your first 3 months in the program. Then after the introductory period, it’ll cost you either $20/month, but you’ll be able to cancel the plans at any time.

It’s completely free to join and includes live phone support from a dedicated help line, free product shipping (if you choose the CD versions), and up to 3-years of access or re-download of your tax product purchased. See Intuit’s site for full details on the program.

It’ll guide you through your tax forms, apply your anticipated deductions and give you an overview on how big of a refund you can expect this year (or for those unlucky folks, how much you still owe in State and/or Federal taxes). You can also check out the bank syncing feature with your Bank of America, Citi, Discover, or any other larger financial institution and see how easy it is to import your tax data. Then once you reach the end, it’ll ask you to pay if you wish to file. If you don’t, it doesn’t cost you anything. It’s as simple as that!

The free option for those in active military service (rank E1 through E9 only). If you rank higher it’s no longer free but there is an additional discount available for you. A military W2 tax form from any fiscal year 2024 is required to apply the discount. See this post for full details and how to qualify.

You’ll notice that none of these offers on this page require you to use any physical coupon codes at checkout (or “service codes” as they are also know as). That’s because most of the deals are link-based, meaning they will be applied automatically to your order. Others, like the Amazon deals are just sale prices with most of the bundle offers require you to purchase two qualifying products to get the special discounted price. That’s simple enough, right?

Oh and we should also say that it’s also worth checking with your local credit union, credit card company or bank to see if they are partnered with TurboTax. In the past, financial institutions like Capital One, Bank of America, Citi Bank, Vanguard, Merrill Lynch, AAA, Nasa Federal Credit Union, PenFed, and Discover Card have all discounts in the past. Some of the deals we along the line of just a few bucks off while others offered up to $20.00 off. The discounts will vary by company and will depend on your customer level.

Comments

Leave your questions and comments below and we’ll do our best to help you out.

Updated on Sunday, December 22, 2024: Did you buy a copy of TurboTax — maybe at Amazon or at your local retail store like Costco or Best Buy — only to realize that you don’t need it? Maybe you bought the wrong version? Or you changed your mind and decided to file your taxes this year with the help of a certified public accountant (CPA) like those offered by H&R Block? Whatever the reason, we’ll help you see if you qualify for a refund and help you return your unwanted TurboTax software.

Can I Return my Unwanted TurboTax 2025 Software?

If you purchased your CD/digital download version of TurboTax 2025 software directly from intuit.com or at any one of their authorized retailers then you are covered by their 60-day money-back guarantee. That’s even if the store that you purchased the software from does not accept returns on either sealed or opened software programs. That incudes a qualifying purchases of TurboTax Basic, Deluxe, Premier and Home & Business versions.

For 2025, the list of Intuit’s authorized retailers include:

• AAFES (Army Air Force Exchange Store)
• Amazon (only when the order was “Shipped and Sold by Amazon.”
• Best Buy
• BJ’s Warehouse
• CDW
• Costco
• Dell
• Fred Meyer
• Marine Corps
• Meijer
• Micro Center
• Nebraska Furniture Mart
• Newegg.com
• NexWeb (Navy)
• Office Depot/OfficeMax
• PC Mall
• Quill
• Sam’s Club
• Staples
• Target

If you purchased your boxed CD, download or activation code of TurboTax elsewhere — including on eBay — then it’s possible that your have a bootlegged, pirated or otherwise illegal/non-resalable version of the program. If that’s the case, you may be declined a return and refund of your purchase price. If you believe that you are a victim of a scam then be sure dispute the changes with your Credit Card company and report the issue to Intuit directly at [email protected].

How Can I Request a Refund from TurboTax?

You will need to complete this form when requesting a refund. You will need to provide a scanned copy of receipt/proof of purchase (or order number if purchased directly from Intuit), your product license code (included in your purchase confirmation email or on the DVD case), your contact information including your physical mailing address, and answer a few other basic questions. Your request must be made within 60 calendar days from the purchase date in order to qualify. Keep in mind that any incurred shipping and handling charges are not refundable.

Track your TurboTax Refund Request.

A refund request may take a few weeks to process by Intuit, especially if it’s may on or around April 15th as their customer service team is usually exceptional busy around this time of the year. However, you can track your refund request at any time using this app. Be prepared to provide your case number and email address used in the initial request.

Can I Get a Refund for TurboTax Online 2025 Products?

Because all TurboTax Online and Mobile/App products are paid for at the time you submit your completed tax return for efiling, just prior to printing/saving your completed tax return (not prepaid beforehand as is the case with all TurboTax CD/download versions) there are no refunds/returns accepted and no money-back guarantees offered on any of these products.

Comments

Stuck with your TurboTax refund? Then leave your questions or comments below and we’ll do our best to help you out!

Updated on Sunday, December 22, 2024: If you’ve purchased a download or CD version of TurboTax 2025 — including Basic, Deluxe, Premier or Home & Business versions (like the ones sold at Costco, Target or Best Buy) — then the terms found in the TurboTax Desktop Software End User License Agreement for the 2025 version (for tax year 2024) specifically state that you can install, authenticate and activate the software on up to 5 different computers as long as they are your own personal machines (home and work). Sounds easy and straightforward, right? No quite.

Known issues.

Unfortunately, we’re seeing many people reporting problems trying to install the CD/download versions of TurboTax on their second laptop/desktop after the initial installation. The most common error seems to be: “This license code has already been associated with an account. Please check that account and look for it in Downloads.”

The cause of this error appears to be as a result of the initial installation; there is a problem if you installed the CD/download and activated the license key on your computer without first making a TurboTax account or signing in to your existing account at the official Turbotax installation page. For most users, the program DOES NOT ask you to do so, thus this is an error on Intuit’s part. Because your key was used without an account, it later won’t allow you to connect to a new or existing account for additional activations. In this case you’ll have to call Intuit’s TurboTax helpline and ask for a new license key code.

How can I contact TurboTax by phone?

To get a new license key you’ll need to call and explain the situation with a live customer service representative. You can contact them by calling 1-800-446-8848 and pressing 1 when prompted, and then 1 again for a U.S. agent (press 2 for a Canadian representative). They are available live to take your call from 5:00AM to 9:00PM Pacific Time, 7 days a week, during the tax season. Remember, when asking for a new license key make sure you let them know which TurboTax Federal version you purchased AND any State return(s) you purchased as well.

For reference, you can provide these two threads that discuss the problems in detail from others having the same issues:

• https://ttlc.intuit.com/community/taxes/discussion/resolved-after-many-calls-cannot-reinstall-download-cd-product-on-second-computer/00/1770119
• https://ttlc.intuit.com/community/taxes/discussion/how-many-computers-can-a-turbotax-installed-on-using-one-serial-number/00/1298181

How to “properly” install TurboTax 2025.

If you bought a TurboTax license (with or without the CD disc included) from a retail store like Costco, these these are the steps you should follow to ensure trouble-free activation:

1. Visit the Turbotax installation page on Intuit’s website and either sign-in to your existing TurboTax account or create a new account if you don’t have one.
2. Enter the License Code that you purchased into your TurboTax account and download the program into your online account.
3. Turn off or pause any other programs that your computer is currently running, including any AntiVirus programs, as this may cause an error at installation.
4. Download the program and open it in your “Downloads” folder. Double click on the exe. file to install it.
5. Copy the License Code from your TurboTax Account using the “Copy Code” link.
6. Enter the License Code when prompted to do so.

To install TurboTax on your additional Mac or PC computer, login to your TurboTax account from your 2nd machine and follow steps #3 to #6 from above. You can repeat this process and install the program on up to five personal computers.

Comments.

If you’ve run into problems, have questions or know of any better workarounds, then let us know in the comments below.