Are you a Costco member? If so, you might notice that they no longer sell TurboTax CDs and DVDs in boxes at your local store.

However, you still have access to amazing discount pricing on TurboTax software including Premier, Deluxe, and Home & Business federal and state editions for your desktop via download at costco.com.

However, Costco does not sell TurboTax online products which are more popular and include optional LIVE Assistance. If you are a Costco member and prefer to download TurboTax, then you can get a great deal on TurboTax at costco.com.

Here’s today’s best online discount plus what you should know about buying TurboTax at Costco.

TurboTax Costco: Premier | Deluxe | Home & Business | Cost | Discount | vs. online

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Here are the most popular TurboTax products to download at Costco.com:

TurboTax Costco Premier:

TurboTax Premier 2026 Federal E-File + State Download for PC/Mac: Designed for those with investments or rental property income. Premier provides guidance on stocks, bonds, crypto, and other investments, and includes 5 federal e-files and 1 state download.

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TurboTax Costco Deluxe:

TurboTax Deluxe 2026 Federal E-File + State Download for PC/Mac: Ideal for individuals and families with typical deductions like mortgage interest, charitable contributions, and medical expenses. Deluxe includes 5 federal e-files and 1 state download.

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Costco TurboTax Home and Business:

TurboTax Home & Business 2026 Federal E-File + State Download for PC/Mac: Perfect for self-employed individuals or small business owners. Home & Business allows you to create W-2s and 1099s for Employees and Contractors. TurboTax Home & Business from Costco helps with both personal and business taxes, offering 5 federal e-files and 1 state download here.

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TurboTax Costco Price:

TurboTax products at costco.com cost $50-150 depending on how complex your taxes are. You should also know that the cost is lower early in the tax season, so file before March 1st for the best pricing.

Costco pricing for TurboTax Federal + State download:

• Deluxe: $47.99
• Premier: $82.99
• Home & Business: $143.99

While it’s cheaper to buy TurboTax software download products through Costco, it might be more convenient to file with Turbotax Online through this promotion.

Tip: To get the best price on TurboTax from Costco, plan on filing as early as possible this tax season. Saving an extra $10 or more on TurboTax is a great incentive to finish your taxes early!

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TurboTax Costco Discount or Coupon?

TurboTax software download purchased through Costco can save you $25 or more compared to buying directly through Intuit. Costco TurboTax products also include a one-time $10 credit.

This credit can be applied toward optional add-ons like state e-file fees, additional state products, TurboTax Max audit defense, or live tax advice. The credit is limited to one per license code and applies to the first in-product add-on purchase. This offer is valid for TurboTax Desktop products and expires on April 30, 2026 source

Thinking of filing online, instead? Check out the latest coupons listed here.

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Does Costco Still Sell TurboTax In-Store on CD or DVD?

Remember when Netflix mailed your movies on DVDs and you had a CD collection?

There is a mega-trend to digitize everything, and that’s why Costco no longer sells TurboTax on CD. Now, the Desktop version of TurboTax software is only available via download from Costco.com or directly from the Intuit website here.

CDs had a good run, but digital is just a superior and more convenient format.

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How to Install & Activate TurboTax Products from Costco:

When you purchase TurboTax Deluxe, Premier, or Home & Business download from Costco, you’ll receive a license code. After installation, the software will prompt you to enter this code. If you don’t already have an Intuit account, you’ll be required to create one during the activation process.

If you choose to file with TurboTax online instead, you won’t need a license code.

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System Requirements for TurboTax from Costco:

For 2026, TurboTax Desktop products require Windows 10 or later (64-bit) or macOS 13 Ventura or later. Additionally, starting with tax year 2025, CDs will not be supported; products are available via digital download

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TurboTax Costco vs Online: Key Differences

As a Costco member you might be faced with the decision of whether to buy TurboTax download from Costco or one of the online products directly from Intuit. We can help you decide! Here is a comparison of TurboTax from Costco versus online at turbotax.intuit.com:

• Costco: Offers discounted prices, often on higher-tier products, plus a $10 in-product credit for extras. Available only as digital downloads (no more CDs since 2024). Requires a Costco membership.
• Intuit: Provides access to the full product range, including TurboTax Online and TurboTax Live with expert help. Ensures automatic updates and offers additional promotions or bundles.

Considerations:

• Budget: Costco is better for savings on TurboTax download versions.
• Features & Convenience: TurboTax Online is ideal if you need online filing or personalized support including LIVE assistance.

So, in summary, if you prefer to download TurboTax to your desktop, you’ll find lower prices at Costco.com. However, if you prefer to file online or want to take advantage of live Expert assistance from tax professionals, then consider their online products.

Thanks for stopping by Mighty Taxes!

As an AMEX cardholder, you are eligible for numerous discounts and perks through Amex Offers. These special discounts and rewards are available for all customers, including Platinum, and include online shopping, travel, tickets, and much more.

During tax season, it’s also possible to get a discount on TurboTax online products through your American Express account. Here’s how the Amex TurboTax discount works (if available) plus whether it’s the best deal today.

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How to Get the AMEX TurboTax Discount

If an Amex TurboTax discount is available it will be through Amex Offers which provides card member benefits and Platinum Rewards.

To get a discount on TurboTax through American Express Offers, follow these steps:

1. Visit Amex offers online here
2. Log in to your account
3. Click on “Offers” on the top nav
4. Search for “TurboTax” or “taxes” in the search field at the top of the page
5. If the Amex TurboTax discount is available, click on the TurboTax logo
6. Use their affiliate link for up to a $20 discount on online products

It’s also possible that you may be notified of an American Express TurboTax offer by email or in a message within your account. This would most likely occur early in tax season, so keep your eyes out for a special Amex promotion for TurboTax.

Tip: Always be skeptical of offers sent via email or text. Verify that the URL is really americanexpress.com, and be wary of phishing scams if ever asked for login or account info!

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American Express Not Offering TurboTax Discount Now?

We just checked to see if the American Express TurboTax discount is available this year, and we can’t find it in our Amex Platinum account. As you can see, a search for TurboTax on the American Express website yielded no results:

So, I have to assume that American Express is not offering the TurboTax discount available this year, but don’t fret! The AMEX TurboTax discount is the same savings as the featured offer promoted by numerous TurboTax partners including Chase, BoA, Schwab, and even tax blogs like Mighty Taxes.

So, in other words, TurboTax gives their partners all the same offer who all brand it differently. The more important thing to consider is that the discount is better early in the tax season, and starting March 1st, the price of TurboTax increases. So, if you have all your tax info together, avoid procrastinating to get the best deal!

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No American ExpressDiscount for TurboTax? No Problem!

Whether or not the TurboTax AMEX discount is being promoted this year doesn’t really matter. You can get the same pricing and savings with their featured offer, no matter where you click from.

I hope that we were able to clarify how the American Express and AMEX Platinum TurboTax discount works, and thanks for stopping by Mighty Taxes!

ETRADE was born in the 1980s as a place for retail investors to control their own investments online without the need for a human broker and credited with sending the first online transaction to an exchange. Now established as a top online trading platform, ETRADE (aka E*TRADE from Morgan Stanley) offers a lot of perks to their clients; one of which was a special discount on TurboTax online products.

So, is the ETRADE TurboTax still available in 2026? Here’s how E*TRADE customers can get the best deal possible on TurboTax this tax season, plus how these two titans of personal finance work together to make filing your taxes a little easier.

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ETRADE TurboTax Discount This Year?

For many years banks and trading platforms, including ETRADE, offered customers a special discount on TurboTax. In fact, they promoted the discount within customers’ accounts starting in January and where it remained throughout tax season. By clicking the promotional link, customers were taken to a special ETRADE-branded page on turbotax.intuit.com where a 10-20% discount would be applied to TurboTax online products.

While the ETRADE TurboTax discount has not been offered for in some time, the same discount is available from numerous other partners online including Mighty Taxes and popular banks like Chase, Vanguard, and Coinbase. So, I encourage ETRADE customers to use one of these other TurboTax affiliates to get the featured discount this tax season.

How much is the discount? The featured TurboTax discount is consistent regardless of whether you find it through ETRADE or elsewhere online. The discount is better early in the tax season with the best savings starting in January and running through February. After that, prices go up and the discount decreases as the procrastinating masses start to think about filing their taxes.

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TurboTax Can Import Your ETRADE Forms!

Even though ETRADE is not promoting a discount on TurboTax this year, customers can still save money and time by using the two platforms together. That’s because TurboTax supports importing brokerage tax forms, like your 1099-B Consolidated Tax Statement, directly from ETRADE by Mongan Stanley once those forms are available and the import process is live.

Some eTrade clients mention that the forms aren’t available until February, so don’t fret if you don’t see them at the start of tax season. Also, make sure your brokerage account is enabled for third-party data access, so TurboTax can connect and pull things in from your ETRADE account.

Having issues connecting ETRADE and TurboTax? Try clearning your browser cache and try again. TurboTax has posted some support for ETRADE by Morgan Stanley customers here.

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No ETRADE TurboTax Discount, No Problem!

While you probably won’t find a TurboTax discount in your ETRADE account, you can find the same offer packaged differently from a plethora of other TurboTax partners online. Some groups, like AAA, AMEX, and AARP also offer the same discount to their members, ad qualifying students and members of the military can often file at no cost.

Also, if you are just signinging up with ETRADE, they have a special promoton here for a cash credit when you fund your new brokerage account.

Bottom line: we’re happy to offer the same discount on TurboTax that ETRADE used to offer their customers. Just remember that the savings are best early in the tax season, so file early, if possible!

Thanks for stopping by Mighty Taxes!

if you’ve served in the U.S. Military or are a veteran, you might be wondering if TurboTax offers special pricing or perks just for you. With benefits, allowances, combat pay rules, and moving orders, military pay can get complicated pretty fast, so we’re here to make sure you get the best possible deal when filing with TurboTax. Here’s today’s featured civilian offer, plus how members of the U.S. Military can get a discount on TurboTax or file free.

*View all TurboTax coupons here

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Does TurboTax Have a Military Discount?

TurboTax does offer a “military discount,” but it’s not always a coupon code or special promotion. Instead, this discount is automatic if you’re an enlisted active duty or reserve service member with rank E-1 through E-9 with a W2 from DFAS (Defense Finance and Accounting Service).

To get the TurboTax Military discount, just enter your W-2 and verify your active military status and rank when prompted. If you qualify, TurboTax will then apply the Military benefit for you, making TurboTax free.

Tip: The TurboTax military discount excludes National Guard members and applies to online products only, and doesn’t apply to TurboTax Expert (LIVE) services, Desktop / CD versions, or MAX.

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Is TurboTax Free for Military Members, Spouses, or Veterans?

Qualifying active-duty enlisted and reserve members do get free federal and state filing through TurboTax Online. That’s a generous perk, and the platform even understands common military tax situations like Basic Allowance for Housing (BAH), Basic Allowance for Subsistence (BAS), combat pay exclusions, and PCS moves.

However, being a veteran who is no longer on active duty usually doesn’t get you that automatic free TurboTax filing benefit. Veterans and retirees generally need to file like civilians do, which means you may qualify for TurboTax’s regular free edition if your tax situation is simple, but you don’t automatically get the military “discount” like active service members do.

Military spouses can often file for free if they’re filing jointly with an eligible service member, but spouses filing independently usually don’t get the same benefit.

If you’re a veteran and need a free option, don’t worry, as there are alternatives like MilTax (free tax prep through Military OneSource) and the IRS Free File program, which sometimes offers free software options for active military and families who meet income limits.

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Does TurboTax Have a Special Discount for Veterans?

TurboTax does not offer a specific discount or edition just for Veterans like they do for active-duty Military members.

That said, Veterans can still use the regular TurboTax Free Edition if they qualify with a simple return (no complex schedules, typical credits, etc.). This is the same free version available to many civilian taxpayers who meet certain criteria, regardless of military status.

If your are a Veteran with a more complicated tax situation (investments, itemized deductions, rental income, or business income) then you might need the Deluxe or higher version of TurboTax. These premium editions do cost money, but are guaranteed to find every deduction you deserve.

Tip: If you are a Veteran and don’t qualify for the TurboTax Military discount or Free Edition, consider their featured promotion for civilians for up to a 20% discount on online products including Expert assistance!

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Why TurboTax Is a Good Choice for Military & Veterans

Even though high-ranking members of the U.S. Military and veterans don’t always qualify for a special discount, there’s good reason why TurboTax remains a popular choice for service members and veterans alike:

• Military-friendly filing tools: TurboTax understands military income elements like combat pay, housing allowances, and PCS moves, and helps you navigate the tax impact of those situations
• Step-by-step guidance: The interview style makes it easy to answer questions without feeling lost, especially if this is your first time tackling taxes on your own after military service
• Convenience: You can start on your phone, tablet, or computer and pick up where you left off later
• Support resources: Even if you don’t qualify for free filing through TurboTax, there are IRS tax tips and military-specific guidance built right in to help you find every deduction possible

TurboTax is also on top of popular U.S. military deductions like: Combat pay exclusions, moving expenses, travel deductions, Earned Income Tax Credit (EITC) and automatic filing and payment extensions if you were serving in a combat zone.

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Hoohah! Thanks for Your Service

TurboTax does offer a military discount, but it’s most meaningful for active-duty enlisted and reserve service members. Veterans and retirees don’t automatically qualify for that free access, though simple returns may still be free via TurboTax Free Edition or other free filing options. Whatever stage of service you’re in, understanding your tax prep options can help you save time and money this filing season.

Thanks for your service, and I hope we were able to clarify how the Military and Veterans can file for free or at a discount with TurboTax.

If you are a Wells Fargo customer you’ll be happy to know that it’s easy to import your tax forms from your online account. Some years there’s Wells Fargo even offers their customers a special discount on TurboTax software.

So, is the Wells Fargo wagon bringing savings on TurboTax this year? Here’s today’s best offer from TurboTax, plus what you should know about a potential Wells Fargo TurboTax discount.

View all TurboTax coupons and service codes here

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Is the Wells Fargo TurboTax Discount Available Now?

In previous years Wells Fargo partnered with TurboTax to offer customers a 10% discount on TurboTax software from their tax center. However, they have not offered the discount in recent years, and it looks like the Wells Fargo TurboTax discount is not available yet this tax year, either.

Don’t worry, as we have good news! While you can log in to your Wells Fargo account to look for the offer, it’s probably easier to just use get the same discount here on turbotax.intuit.com. Really, the only difference is that Wells Fargo used to have a branded page that advertised the discount, but the discounted pricing and total savings are the same!

Tip: The prices for TurboTax online products are lower early in the tax season, and the discounts are bigger. For the best possible deal on TurboTax, file as early as possible!

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You Can Import Wells Fargo Forms to TurboTax

OK, so the Wells Fargo TurboTax is either unavailable or just a repackaged version of the featured TurboTax offer to the public. That sounds disappointing, but it’s actually OK! The two trusted brands do work together to make filing your taxes a little easier as TurboTax can import your Wells Fargo forms.

To do so, just login to TurboTax and navigate to the Wages & Income section and choose the import option. Then, choose Wells Fargo from the list and enter your credentials. Click import now and voila; the digital Wells Fargo wagon will bring TurboTax your tax forms!

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No Wells Fargo TurboTax Discount? No Problem!

If Wells Fargo does partner with TurboTax again to offer cusotmers a discount on TurboTax, we’ll post the link on this page. However, you can get the same discount from one of TurboTax’s other partners and affiliates including Mighty Taxes or numerous banks including Chase, Fidelity, Coinbase, Schwab, or Vanguard.

As a Wells Fargo client, I hope you can easily import your tax info to TurboTax, and then get the best deal possible by taking advantage of their featured discount. Good luck with your tax return, and thanks for stopping by Mighty Taxes!

Navy Federal Credit Union (NFCU) was founded during the Great Depression by 7 naval employees who wanted to reach their similar financial goals. Navy Federal has come a long way since then and now serves millions of military members and veterans with savings, loans, and financial planning.

Speaking of saving money, Navy Federal has special offers and discounts for their members online including top names like TurboTax. Here’s today’s best promotion, plus what you should know about the potential Navy Federal TurboTax discount.

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How to Get the Navy Federal Discount for TurboTax:

Navy Federal posts dozens of member discounts on this page: https://www.navyfederal.org/membership/offers-discounts.html. Unfortunately, it looks like there is no Navy Federal TurboTax discount at this time.

Just because those who aren’t members of Navy Federal Credit Union can’t see a TurboTax now doesn’t mean one isn’t available in your account. To look deeper for a possible NFCU TurboTax discount, you have two options:

1. Log in to your account and search the member discounts section
2. Look for a Navy Federal discount featured on their main offers page during peak tax season.

Most of the Navy Federal discounts seem to be an affiliate arrangement, as clicking one of them will bounce you to that merchant’s website. For this reason, I assume that the Navy Federal discount for Turbo Tax is the same affiliate discount that affiliates including Mighty Taxes offer.

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Who Is Eligible for the Navy Federal TurboTax Discount?

NFCU membership and the perks that come with it are available to service members and their families from all branches of the U.S. Military. (Not just the Navy!) Here’s a quick video about who is eligible to join Navy Federal:

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Does TurboTax Import Forms From Navy Federal Credit Union?

No, TurboTax won’t pull your Navy Federal tax forms automatically, but you can still file accurately and efficiently with these tips:

1. Download Your Tax Statements From Navy Federal

Before you start TurboTax, log in to your Navy Federal online banking and download your tax forms (like 1099-INT or 1099-DIV). This gives you all the numbers you’ll need to enter. Learn more

2. Use TurboTax’s Manual Entry Screen

When TurboTax asks about investment or savings income and your institution isn’t importable, scroll down and choose “I’ll type it in myself.” That lets you enter all form details directly. Learn more

3. Double-Check Your Figures

Manual entry means you control the numbers, so double-check each box from your 1099 forms, particularly dividend, interest, and payer information.

4. Use TurboTax’s Help and Lookup Tools

Even without direct import from NFCU, TurboTax still provides guidance on where items like interest income, dividends, and investment sales belong on your return.

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We Have the Same Discount, Too!

While we can’t direct you to a Navy Federal Credit Union discount for TurboTax, we’d be very happy to pass our own exclusive discount on to you. Just click here to apply a coupon for up to a 20% discount on the cost of TurboTax Online including Deluxe and Premium.

Thanks for your service, and I hope we were able to direct you to the Navy Federal TurboTax discount or that you use our similar promotion. Other banks like Vanguard, Coinbase, Chase, and Fidelity may also offer clients a similar discount for TurboTax.

This page was created in 2025 and is updated for 2026. Thanks for stopping by Mighty Taxes!

If you’re a Vanguard investor getting ready for tax season, you might be wondering whether Vanguard offers a TurboTax discount, and how easy it is to use TurboTax with your online Vanguard account. Vanguard clients usually have investments, dividends, and capital gains to report, and using America’s leading tax software, TurboTax, can be a great choice.

We’re here to make sure that you get the best deal possible on TurboTax, so here’s today’s best promotion. Now, let’s talk about a potential Vanguard TurboTax discount, plus how these two titans of finance work well together to simplify your taxes in 2026.

View all TurboTax service codes here

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Does Vanguard Have a TurboTax Discount Now?

Vanguard used to have a partnership with TurboTax and offer their customers a Vanguard-branded version of TurboTax’s featured discount from their tax information page. It was no better than the public offer, but was conveniently availble through customers’ Vanguard accounts.

However, it looks like Vanguard is currently not promoting a TurboTax discount, and clicking the former link simply returns a message of, “Our apologies, we cannot find the page you requested,” on the turbotax.intuit.com site.

That said, some Vanguard clients may still see TurboTax offers from time to time. These discounts are usually targeted and may appear through:

• Vanguard workplace retirement plans
• Employer benefits tied to Vanguard-administered accounts
• Links to limited-time TurboTax promotions available to the general public from Vanguard.com

It’s also worth checking your email and Vanguard account notifications during tax season. Occasionally, TurboTax promotions are shared directly with account holders depending on plan type or employer relationship. If you are emailed a TurboTax offer, just be sure it’s really from Vanguard.com, and not a scam!

Even without a Vanguard-specific discount, many filers can still save through TurboTax seasonal sales, which often run from January through early April. In some cases, these discounts can be just as good, or better, than partner-specific deals.

Tip: The best discount for TurboTax is early in the tax season, and pricing changes after February! If you file early you can save an extra $20 or more on TurboTax online products.

Also, TurboTax and Vanguard work well together, making tax season a little bit easier. Here’s how.

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TurboTax Can Import Vanguard Forms:

This is very convenient, and one of the biggest advantages of using TurboTax as a Vanguard client.

TurboTax can securely import tax forms directly from Vanguard, which saves time and reduces errors. Depending on your accounts, TurboTax may import:

• 1099-DIV (dividends and capital gains)
• 1099-INT (interest income)
• 1099-B (sales of investments)
• Retirement-related tax forms, when applicable

The process is simple. When TurboTax asks about your investment income, you search for Vanguard, log in securely, and TurboTax pulls the available forms straight into your return. This is especially helpful if you own multiple Vanguard funds or had several trades during the year.

Automatic importing not only saves time but also helps ensure accuracy. That’s obviously super important when reporting capital gains and cost basis information.

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Why TurboTax Works Well for Vanguard Clients

Vanguard investors often have more than just basic W-2 income, and TurboTax is well-suited for handling investment-heavy tax returns.

TurboTax walks you through dividends, mutual funds, ETFs, and brokerage activity in plain language. It also includes built-in checks that look for missing forms, duplicated income, or common mistakes related to investments.

If your Vanguard activity includes taxable brokerage accounts, TurboTax Premium (or, Premier Download) is often the most appropriate version, as it’s designed specifically for investment income. TurboTax will guide you to the correct version based on your answers, so you don’t have to guess upfront.

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Helpful Tips for Vanguard Clients Using TurboTax

Here are a few smart tips to make tax time smoother:

• Wait until all Vanguard forms are finalized before filing. Vanguard usually releases corrected forms if needed, and TurboTax will prompt you if updates are available.
• Use the import feature whenever possible instead of manual entry, especially for 1099-B forms.
• Watch for capital loss harvesting opportunities. TurboTax can help identify capital losses that may offset gains.
• Check for free filing eligibility. If you have simple taxes and limited investment activity, you might still qualify for TurboTax Free Edition*.
• Use our discount! Because you have investments, you likely have to pay to use TurboTax, but we can help you get the best deal here
• File early: TurboTax pricing is lower early in the tax season. If you have all of your tax forms in order, it pays to not procrastinate!
• Pay with a rewards credit card. If you use a card that earns cash back or points, you can offset the cost of filing.

*~37% of taxpayers qualify. Form 1040 + limited credits only. (no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest).

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No Vanguard Discount, No Problem!

Even if Vanguard isn’t offering clients a discount on TurboTax this year, you can find the same, standard discount elsewhere online. Not only do we offer it here, other banks like Fidelity, Chase, Robinhood, and Coinbase do, too.

So, click from your preferred website to get the discount, and then TurboTax will prompt you to import your tax forms directly from Vanguard. Thanks for stoping by Mighty Taxes, and good luck this tax season!

If you’re a senior filing your taxes or helping someone who is, you might be wondering: Does TurboTax offer a senior discount? Or maybe you’ve heard about AARP and tax filing perks and want to know if they include savings with TurboTax.

The good news is that there are ways for seniors and retirees to save on tax prep, and TurboTax can work really well for older filers. This is espescially true wth their “early bird special,” which AARP members might love.

Let’s talk about how seniors, retirees, and AARP members can get the best deal on TurboTax, plus why their software is so popular with seniors.

TurboTax AARP Discount | Senior Discount | Early Bird Special | Tips | Codes

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Does AARP Offer a Discount on TurboTax?

The American Association of Retired Persons (AARP) is a trusted organization that often negotiates benefits for its members, including discounts and tax help.

Here’s what AARP members should know:

• AARP doesn’t include a specific TurboTax discount as part of its membership benefits, but might provide members a link to the featured public offer here
• But AARP does offer free tax preparation services—not through TurboTax, but through the IRS-sponsored AARP Foundation Tax-Aide Program.

The AARP Foundation Tax-Aide program is a volunteer service that offers in-person and virtual tax preparation help, especially geared toward people over 50 and low-to moderate-income taxpayers. This service uses trained volunteers to help complete your taxes for free, and it’s available in communities all over the U.S.

So while AARP doesn’t give you a direct TurboTax discount, it does offer a free alternative for seniors who prefer live help or don’t want to use software.

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Does TurboTax Offer a Senior Discount?

TurboTax doesn’t have a specific senior discount just based on age alone. That means you won’t find something like “TurboTax 20% off if you’re 65+” built into their featured promotion. Any websites like Senior Living or AAA offering a “TurboTax senior discount” are really just repackaging the same featured offer tha we all qualify for.

That said, TurboTax does run one or two featured disocunts at a time for all filers. These aren’t age-specific, but seniors can absolutely take advantage of them. These might include:

• A percentage off TurboTax Deluxe, Premier, or Self-Employed
• Promotional pricing for first-time filers
• Great deal early in the tax season; an “early bird special,” if you will

During tax season (January through mid-April), TurboTax has lower tiered pricing if you start your return early. Seniors who are comfortable with digital tools can snag these discounts well before the April deadline.

Additionally, if you’re filing a simple return, like just a Social Security benefit and limited additional income, you might qualify for TurboTax Free Edition (more on that below). That’s essentially the best “discount” of all: free tax filing.

*~37% of taxpayers qualify. Form 1040 + limited credits only. (no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest).

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The TurboTax “Early Bird Special” for AARP Members

I know I’m getting older because my wife and I find ourselves taking advantage of happy hours and early bird specials at local restaurants. That way we can save some money and be home before it gets crowded.

It’s really the same concept with TurboTax. File early and save! If you file in January or February, you’re going to get a better discount than later in the tax season when the crowd forms and prices are marked up. So, consider filing early to take advantage of TurboTax’s early bird pricing as you might save an extra $20 or more with the featured discount!

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Why Seniors & Retirees Should Consider Using TurboTax

Even though there’s no specific “senior discount”, TurboTax is still a great choice for many older filers. Here’s why:

1. Easy to Use

I don’t like tv remote controls with 32 buttons or phones that are much smarter than me. TurboTax guides you step-by-step with simple questions like “Did you get Social Security benefits?” or “Did you have retirement income?” Everything is worded clearly, and the interface shows helpful explanations as you go.

2. Importing Documents

If you have retirement income from investments, dividends, or interest, TurboTax can often import those 1099 forms automatically. That saves seniors time and reduces the risk of errors.

3. Built-In Error Checking

TurboTax checks your numbers as you go and can flag missing deductions or possible credits. For seniors on fixed incomes, making sure you’re not overpaying is a big peace-of-mind feature.

4. Consider LIVE Assistance!

Once I started using TurboTax LIVE assistance I never looked back. Basically, it’s a video chat window in the corner of your computer monitor with an actual tax professional. They can hear you and see your screen, but can’t actually see you. (or your cats?)

I love it because they can walk you through any questions and see your actual return, guiding you through any part of the process that you need a little help with.

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A Few Quick Tips for AARP Members Using TurboTax

Here are some practical tips to make your tax-filing experience easier as a Senior, AARP member, and/or retiree:

• Start early! You’ll have time to catch tricky questions, missing forms, and take advantage of the best promotional pricing before March.
• Gather documents first: W-2s, 1099s, Social Security statements, and any pension info should be in one place before you begin.
• Use free help if needed: If TurboTax feels overwhelming, the AARP Foundation Tax-Aide volunteers can walk you through it for free.
• Watch for promos: TurboTax discounts often pop up in January and February, so check their site or partner promos before paying in full.

4. Support Options

If you need help, TurboTax offers online support and live help options (LIVE costs extra). That can be a great backup if you run into questions while filing. Personally, I use LIVE assistance every year and find it invaluable; espescially with investments and potential deductions

5. Free Filing When Your Return Is Simple

If your tax situation is straightforward, say, Social Security benefits plus maybe one other form of income, you might qualify for TurboTax Free Edition. That version lets you file federal and state returns at no cost. It’s not guaranteed for every situation, but many seniors do qualify.

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So, In Summary

While TurboTax does not promote a specific senior or AARP discount, they do always have a featured promotion which filers of all ages can take advantage of. Although that same discount is promoted to seniors and retirees through organizations like AARP or Chase Bank, it’s really just the same discount packaged differently to appeal to seniors. However, the savings from that promotion is always better early in the tax season, so consider it an “early bird discount.”

Thanks for stopping by Mighty Taxes, and good luck this tax season!

Since 1971 Charles Schwab has offered a range of banking, brokerage, and financial advisory services to help clients build and manage wealth. Schwab’s recent acquisition of TD Ameritrade has made them one of the biggest banking institutions in America with trillions of dollars of assets.

Speaking of managing wealth, many banks offer their clients exclusive discounts including online shopping, travel, and tax software including TurboTax. So, does Charles Schwab currently offer a TurboTax discount?

Here’s the best promotion now, plus how to find the Schwab TurboTax offer, if available.

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Does Charles Schwab Offer a TurboTax Discount?

If you’re a Charles Schwab customer and gearing up for tax season, you might be wondering whether Schwab partners with TurboTax to offer a special discount. The short answer is, yes, they usually do! Schwab clients can often take advantage of promotional TurboTax pricing which is usually 10-20% off TurboTax products here. Discount not available right now? That’s OK, you can get the same savings here, and you don’t even have to be a Schwab customer.

This discount can make filing your taxes more affordable, especially if you have investment income or complex returns with dividends and capital gains. It’s a nice perk that many investors don’t realize is available through Schwab’s benefits and partnerships for tax-filing software.

When you’re ready to file, check Schwab’s client benefits page or your account dashboard around tax season for the most current TurboTax promo links and codes. These offers change year to year during tax season, but Schwab generally provides ways to help you save on popular tax prep tools like TurboTax and TaxAct.

If you aren’t currently a Schwab customer or can’t find the TurboTax discount, other banks like Coinbase, Chase, BoA, and Fidelity have similar offers.

Tip: Are you happy with Charles Schwab? If so, consider referring a friend for up to a $1000 bonus. Learn more

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Can TurboTax Import Tax Info From Charles Schwab?

Yes, TurboTax can pull your investment tax forms from Charles Schwab directly into your return, and that’s a huge time saver. TurboTax supports importing your 1099 forms (like 1099-DIV for dividends, 1099-INT for interest, and 1099-B for stock sales) from Schwab by securely connecting to your brokerage account. FinancialContent

Here’s how to import your Schwab info to TurboTax:

1. Login and start your TurboTax return
2. Be sure to apply a discount!
3. Navigate to the section for Investment Income or Stocks, Mutual Funds, Bonds, Other
4. Choose the option to import from a financial institution
5. Search for “Charles Schwab,” and log in with your Schwab credentials when prompted.
6. TurboTax will fetch your tax data and fill in the appropriate forms so you don’t have to enter everything manually

A couple of tips: make sure your Schwab tax documents (like consolidated 1099s) are available for the tax year, and try importing after mid-February when most brokerage firms release their tax files. If the import doesn’t work or you see missing data, you can download a TXF file from Schwab and upload it into TurboTax yourself

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Conclusion:

While the import process generally works smoothly, some users report occasional hiccups, like blank imports or connection issues, especially early in the season before all 1099 files are ready. Others have trouble applying the Schwab TurboTax discount. Most Schwab customers fix this by logging out of TurboTax and clicking the promotional link again to apply discount pricing.

Overall, between potential TurboTax discounts and the ability to import your Schwab tax info securely and automatically, Charles Schwab customers have convenient tools at their disposal to make tax season less stressful. I mean, death and taxes might be unavoidable, but at least we can help save you some money on tax software. Thanks for visiting MightyTaxes!

Did you know that Bank of America serves over 65 million clients in the US and 35+ countries worldwide? If you are a Bank of America customer you have access to a number of exclusive promotions and offers for popular online tax products like TurboTax. However, the Bank of America TurboTax discount doesn’t work like a regular coupon, and you might need to have an account at bankofamerica.com to get it.

Here’s what Bank of America customers should know about getting cash back or a discount on TurboTax for in 2026.

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Bank of America TurboTax Cash Back Deal:

Here’s how Bank of America clients can get a discount plus 10% cash back from your online purchase of TurboTax through BankAmeriDeals:

1. Login to your Bank of America online banking account
2. Under “Accounts,” click “cashback and coupons“
3. Search for TurboTax under “Available” offers
4. Buy TurboTax through the link with your Bank of America credit or debit card
5. You’ll get 10% cash back on your TurboTax purchase

You can check cash back deals anytime through the Mobile Banking app or by logging in to Online Banking. Then, consider whether you’d rather get cash back through Bank of America or save when you file by using their featured discount.

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Bank of America TurboTax Discount:

Alternatively, you may be able to get a discount for TurboTax directly from Bank of America online at this page (if available) or via email.

If the online discount isn’t available look for an email from Bank of America sent early in tax season that contains a discount for TurboTax online or software download.

The email should contain a special affiliate link specific to Bank of America, and when you click it the coupon will be activated. For details on how to get a TurboTax partner discount, click here.

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We Have the Same Discount as Bank of America!

If you aren’t a Bank of America customer or prefer to just get an instant discount online we can help. We’ve been given an exclusive TurboTax discount to promote, and we’re happy to pass it on to you.

Just click above to apply today’s best coupon for up to a $20 discount on TurboTax online products including Deluxe, Premium, and LIVE.

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How TurboTax Integrates With Bank of America

If you bank with Bank of America, using TurboTax can make tax season a lot less painful. TurboTax integrates with Bank of America to let many users import tax information directly into their return, instead of typing everything in manually. In most cases, you can securely connect your Bank of America account and pull in forms like 1099-INT for interest earned on checking, savings, or CDs, as well as 1099-DIV and 1099-B if you have investment accounts through Merrill. This saves time and helps reduce common filing errors.

Beyond easy imports, TurboTax is designed to guide Bank of America customers through income, investments, and deductions step by step. The software reviews your imported data, asks simple follow-up questions, and flags anything that looks off before you file. For many filers, that means fewer surprises, more confidence in the numbers, and a smoother tax-filing experience from start to finish.

Not a Bank of America customer? You can find a list of all banks that integrate with TurboTax here.

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No Bank of America TurboTax Discount Now?

So, you don’t have a Bank of America account, or the Bank of America TurboTax discount is unavailable? No problem, affiliate relationships like the one between Bank of America and TurboTax change frequently and there are numerous other ways to get a discount on TurboTax.

The good news is that you can get the same discount right here, and you don’t even need to be a Bank of America client!

Plus, financial institutions like Chase Bank, Coinbase, and Robinhood might have their own similar affiliate discounts with Intuit TurboTax if you’d rather go through your bank.

Regardless of whether you get a discount on TurboTax from Bank of America or elsewhere, I hope we’ve helped you get the best deal possible.

Thanks for visiting Mighty Taxes!