Do you buy and sell crypto on the Coinbase app or website? If so, don’t pay full price for TurboTax because you may get a special discount as a Coinbase customer!
Because Coinbase is a TurboTax partner, they often promote a special affiliate discount available through your Coinbase account during tax season. They also make it easy to invest your TurboTax federal refund directly into crypto.
Here is today’s featured discount on TurboTax (view all) plus how to save money filing your taxes with Coinbase and TurboTax. *Updated for 2026 tax season
Coinbase does offer a TurboTax discount to their customers online and through the app. For this tax year, Coinbase customers can receive a 10-20% discount on TurboTax Premium federal products that support cryptocurrency reporting.
To get the TurboTax discount on the Coinbase App:
Open the Coinbase app
Click the menu in the upper left
Scroll down to Manage Account and choose “taxes“
Scroll down below your estimated gains and click the TurboTax icon
On the Coinbase splash page on turbotax.intuit.com click get started
You’ll automatically get up to a 20% discount on TurboTax online products including Premium and Expert assisted!
Tip: If you sold crypto last year, you’ll need to pony up for the TurboTax Premium Edition which supports cryptocurrency trading, staking rewards, and mining
How Coinbase Customers Can Get a TurboTax Discount
Coinbase often has pretty sweet deals for its users, including discounts on TurboTax to help with those crypto taxes. Keep an eye on your Coinbase account or emails from them during tax season, as they usually share discount codes or special offers there.
Also, checking out the Coinbase blog or help center can lead you to current promotions. Don’t forget to apply any code you find when you’re using TurboTax to snag that discount.
Tip: Always watch out for fake emails or links pretending to be from Coinbase or banks like Fidelity and Chase. Phishing scams are common during tax season, so only access your account directly through your app or coinbase.com.
It’s also very easy to import your Coinbase capital gains or losses into TurboTax. Here’s how:
How to Import Coinbase Transactions to TurboTax
Log in to TurboTax and go to Wages & Income
Click Investments & Savings and select Start next to Stocks, Cryptocurrency, Mutual Funds
You’ll be asked, Did you have investment income, select Yes
Select +Add investments if you have already entered some investment info
On the Let’s import your tax info screen, search for and select Coinbase
Follow the onscreen instructions and sign into Coinbase to import your transactions
You can alternately add your transactions by uploading a CSV
Review the imported info to verify accuracy (source)
You Can Invest Your TurboTax Refund Into Crypto With Coinbase!
Millions of Americans will get a refund from the IRS this year, and TurboTax now offers an option to reinvest your tax refund directly into cryptocurrency through Coinbase. As a Coinbase customer, you can have your tax refund deposited into your Coinbase account in U.S. Dollars, giving you flexibility to decide if, when, and how to invest in over 100 cryptocurrencies.
How it works:
Start your taxes from TurboTax’s special landing page to access the Coinbase option.
Choose “direct deposit” for your refund.
Select Coinbase as your deposit destination and confirm.
Enter your Coinbase account details or set up direct deposit if not already configured.
If you have direct deposit set up with Coinbase, your refund will automatically convert to your preferred cryptocurrency unless you update your settings.
Tip: When you do buy your first crypto, try toggling over to “Advanced Mode” in Coinbase for discounted trading fees. You can always toggle back afterwards.
That’s it! While it might be intimidating for the average American to jump into crypto, Coinbase and TurboTax make it simple.
Not sure which crypto to buy? Consider just holding the funds in USD(instead of cash) and earn 4-5% interest. That’s much better than a checking or savings account!
Coinbase is one of numerous TurboTax partners that offer customers a special affiliate discount on TurboTax online products. Not only can you get a great discount buying TurboTax through your Coinbase account, but you can also invest your federal tax refund into crypto through the partnership between Coinbase and TurboTax.
Other banks like Robinhood, Fidelity, BoA, ETRADE, AMEX, and Chase have similar partnerships, so check your accounts in January to see who has the best discount.
I hope you have a lot of capital gains to report this tax season, and that Coinbase and TurboTax help you get every tax deduction possible.
If you’re a Vanguard investor heading into tax season, it’s natural to wonder whether they offer a special discount for TurboTax plus how smoothly TurboTax works with your online Vanguard account. Many Vanguard clients have dividends, capital gains, and multiple investment forms to report, which can make tax filing feel more complicated than it needs to be. That’s where TurboTax, America’s most widely used tax software, usually proves to be a smart choice.
At Nifty Taxes, our goal is to help you file confidently while paying as little as possible to do so. Below, you’ll find today’s best available TurboTax promotion for the public, plus how a potential Vanguard TurboTax discount works. We’ll also look at how these two long-standing financial institutions work together to make tax season in 2026 a little easier.
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
Check Your Vanguard Notifications During Tax Season
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.
TurboTax Can Import Your Vanguard Tax 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:
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.
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.
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 possible
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).
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.
Death and taxes might be unavoidable, but at least we can help you save a little money in the process. Thanks for stopping by Nifty Taxes, and good luck this tax season!
Navy Federal Credit Union was founded during the Great Depression by seven naval employees who shared a simple goal: to build financial stability together when times were uncertain. What began as a small, practical solution has grown into one of the largest credit unions in the country, now serving millions of active-duty service members, veterans, and their families with everything from everyday savings to long-term financial planning.
Saving money has always been part of their mission. Today, Navy Federal extends it beyond traditional banking by offering members access to online discounts and special promotions, including well-known brands like TurboTax. Below, you’ll find the best TurboTax offer for the public, plus with a few important details about how the potential Navy Federal TurboTax discount actually works.
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:
Log in to your account and search the member discounts section
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 Nifty Taxes offer.
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:
Does TurboTax Import Forms From Navy Federal Credit Union?
Sorry, 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.
We Have the Same Discount as NFCU!
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.
FYI: This discount isn’t exclusive to NFCU members. 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 Nifty Taxes!
If you’re a Dasher who currently drives for DoorDash and/or Grubhub you may qualify for financial and tax-related discounts. During tax season one of the best Dasher perks to look for is a 25% discount on the Premium Edition of TurboTax.
Here’s the best discount for the public now plus whether DoorDash and GrubHub Drivers can get a great discount on TurboTax this tax year. *Updated for 2026 tax season
You’ll be taken to a special DoorDash affiliate page on the TurboTax website
Click “get started“ and the discount will be applied to your purchase
The discount should be reflected in your order total when you file!
Tip: If you are in college you might even qualify to file free. You can find their helpful guide for taxes here.
Grubhub TurboTax Discount:
Grubhub offers drivers qualify for a special discount on TurboTax Premium that depends on your driver level. Pro and Premier Drivers get a 50% discount while Partners get 25% off. To learn more, visit grubhub.com/rewards
DoorDash & Grubhub: Why TurboTax Premium is Best:
Dashers are self-employed independent contractors so DoorDash doesn’t withhold taxes from income. This means that TurboTax Premium is likely the best edition for your tax needs and will help you find every deduction that you deserve.
Tip: DoorDash will mail Dashers who earned $600+ a 1099-NEC form in early February which you’ll need to file your taxes
If you believe that this isn’t the best edition to file with, you can also get a great discount on other online editions including Deluxe and LIVE editions.
DoorDash TurboTax Discount Not Available?
DoorDash has offered Dashers a discount on TurboTax for the last several years, but if it’s not available there are other ways to get a similar discount. In fact, many banks and financial institutions like Chase, LinkTree, and Robinhood offer customers a special discount.
Tip: Avoid TurboTax promo codes and links posted on Reddit by supposed Dashers. They are likely just clickbait and probably won’t work!
If you are an Amex cardholder or PayPal customer you may also qualify for a discount through your account. Groups like veterans, AARP, or AAA are also likely to be offered a discount on TurboTax or even file free.
As you can see, there are myriad ways to save on TurboTax online products this tax season, so please don’t pay full price.
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.
Search for “TurboTax” or “taxes” in the search field at the top of the page
If the Amex TurboTax discount is available, click on the TurboTax logo
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!
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 Nifty 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!
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. *Updated for 2026 tax season
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 Nifty 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.
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.
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!
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.
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.
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.
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!
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.
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.
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. *Updated for 2026 tax season
1. Save an extra 10% online on Deluxe and Premium including LIVE. Click...Show More
1. Save an extra 10% online on Deluxe and Premium including LIVE. Click to apply discount pricing on turbotax.intuit.com: Show Less
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:
Login to your Bank of America online banking account
Under “Accounts,” click “cashback and coupons“
Search for TurboTax under “Available” offers
Buy TurboTax through the link with your Bank of America credit or debit card
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.
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.
Expired Bank of America discount for TurboTax
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.
View current TurboTax offers for Bank of America customers here
1. Save an extra 10% online on Deluxe and Premium including LIVE. Click...Show More
1. Save an extra 10% online on Deluxe and Premium including LIVE. Click to apply discount pricing on turbotax.intuit.com: Show Less
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.
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.
Bank of America TurboTax discount FAQs
Is there a Bank of America TurboTax discount?
Some Bank of America customers may be eligible for a TurboTax discount through special partner offers or customer benefit programs. Availability can vary by tax year and may depend on your account type or relationship with the bank.
How do Bank of America customers access the TurboTax discount?
Bank of America–related TurboTax discounts are typically accessed by logging into your Bank of America online banking account and checking the rewards, deals, or customer offers section. In some cases, the discount only applies if you begin your tax return using a specific Bank of America link.
Does the Bank of America TurboTax discount apply automatically?
If you start your return directly on TurboTax’s website, the Bank of America discount won’t appear. To receive the offer, you generally need to clck over to TurboTax.com through a promotional link on Bank of America’s site.
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.
Capital One has grown to become the 6th largest bank in the nation. If you’re a Capital One customer getting ready to file your taxes, you might be wondering whether there’s a special TurboTax discount available, and how well the two actually work together. The good news is that TurboTax and Capital One integrate smoothly, making tax season a lot less stressful.
While Capital One does not usually offer TurboTax at a discounted price, they do encourage you to buy it through their Capital One Shopping site for 10% back in Rewards.
Here’s today’s best offer for TurboTax plus what you should know if you’re looking for a Capital One TurboTax discount.
Capital One does not consistently offer a standing, branded TurboTax discount the way some brokerages or employers do. That said, Capital One customers often still qualify for TurboTax savings through other routes. These can include seasonal TurboTax promotions, credit card–linked offers, or limited-time deals available through Capital One Shopping, student programs, or military and professional discounts.
It’s also worth checking whether your Capital One credit card provides statement credits or cash-back offers related to tax prep services. These offers change year to year, so a quick look in your Capital One online account or mobile app before filing can pay off.
Even if you don’t find a Capital One–specific TurboTax discount, many filers still qualify for TurboTax Free Edition, especially if they have a simple tax return with W-2 income and no itemized deductions. For more complex returns, TurboTax frequently offers a 10–20% discount with their featured promotion here.
Tip: Buying TurboTax through your Capital One account does get you 10% back in rewards. They also have some helpful tax resources on their website.
Getting 10% back in Capital One rewards is OK, but it might not be the best deal out there for TurboTax.
Capital One famously asks, “What’s in your wallet?” in every star-studded commercial. Maybe we should ask them why they don’t offer a discount from a top brand like TurboTax to their clients?
How TurboTax Can Import Capital One Tax Forms
Even though Capital One is not offering a partner discount on TurboTax, the two brands work together well. In fact, when you connect your Capital One account to TurboTax, the software can often pull in key tax forms automatically, such as 1099-INT for interest earned on savings accounts or CDs, and 1099-DIV or 1099-B if you use Capital One investing services. Once imported, TurboTax places the data in the correct sections of your return and flags anything that needs review, saving you time and stress.
So, get your TurboTax discount here, and then import your Capital One tax forms quickly into your online return. Even though taxes are unavoidable, at least Capital One and TurboTax can make them a little easier!
Sorry, Capital One Doesn’t Offer a TurboTax Discount Now:
So, in conclusion, while Capital One Shopping does offer coupons for hundreds of stores, it’s not a good site to find a TurboTax discount. In fact, it looks like their TurboTax page hasn’t been updated in 5+ years!
Any of the top coupon sites can offer you a better deal on TurboTax than Capital One. You can even get a discount on TurboTax through other banks offering discounts like Chase, Schwab, Vanguard, Coinbase, or Robinhood.
Or, members of groups such as AAA or the U.S. Military may qualify for a special discount on TurboTax.
So, what’s in your wallet? If you buy TurboTax through Capital One it’s going to be fewer dollars and maybe even a little regret.
If you’re a Fidelity customer getting ready to file your taxes, you might be wondering whether there’s a built-in TurboTax discount waiting for you. After all, Fidelity and TurboTax have worked together for years, and many investors rely on TurboTax to import brokerage data quickly and accurately. But can you actually file for free through Fidelity, and if not, how much can you really save? Let’s break down how the Fidelity TurboTax discount works and whether it’s the best deal available now. *Updated for 2026 tax season
How to Get a Discount on TurboTax Through Fidelity:
Yes, Fidelity does offer a TurboTax discount for many of its customers, but the exact savings depend on how you access TurboTax and what version you need. Typically, Fidelity provides discounted TurboTax access through its website during tax season.
So, how do you get the discount? When you log in to your Fidelity account and navigate to their tax preparation tools, you may see a TurboTax offer tied to your account like this:
The discount usually applies to paid TurboTax tiers like Deluxe, Premier, or Self-Employed. These versions are commonly needed by Fidelity clients who have investment income, capital gains, dividends, or multiple tax forms such as 1099-DIV or 1099-B. The savings can be meaningful, often knocking 10%–20% off the standard retail price.
One major benefit of using TurboTax through Fidelity is seamless data importing. TurboTax can automatically pull your Fidelity tax forms into your return, saving time and reducing the chance of data entry errors. For many investors, that convenience alone makes the Fidelity TurboTax discount appealing!
Can Fidelity Clients Get TurboTax for Free?
There are two possible ways that Fidelity customers can file free:
Special offer for preferred clients: Certain Fidelity customers are offered a free copy of TurboTax Online Premium including one free state return. To check if this offer has been extended to you, check the “Portfolio Summary” page after logging into your account starting in mid-December.
You qualify for TurboTax Free Edition: This option is not exclusive to Fidelity customers and applies only to very simple tax situations. TurboTax Free Edition supports basic returns, such as W-2 income, limited interest income, and standard deductions. If your Fidelity account only generated minimal taxable activity, or none at all, you might be able to file for free.
*~37% of taxpayers qualify. Form 1040 + limited credits only. (no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest).
However, most Fidelity clients with active brokerage accounts will need a paid TurboTax version. Once you have investment sales, capital gains, or more complex tax scenarios, TurboTax requires an upgrade. That’s where the Fidelity TurboTax discount becomes useful, but it doesn’t typically make the software completely free.
It’s also important to note that TurboTax itself offers a Free Edition directly on its website for qualifying filers, regardless of Fidelity. In other words, Fidelity doesn’t unlock a special “free” version that you wouldn’t already be eligible for elsewhere, and mainly offers a partner discount on paid editions.
Fidelity $5 Offer for TurboTax Download
The same free TurboTax Online offer mentioned above includes the option of downloading TurboTax Premier Desktop for only $5. That’s not a bad deal considering that the regular price for the Premier Download edition can be $100 or more! Look for the $5 download offer on your Portfolio Summary page after mid-December.
Is the Fidelity TurboTax Discount the Best Savings?
The Fidelity TurboTax discount is solid, but it’s not always the best deal available. TurboTax frequently offers promotions throughout tax season, including a student discount, military discounts, and limited-time percentage-off deals. In some cases, these offers can match or even beat Fidelity’s pricing.
Another factor to consider is flexibility. When you start TurboTax through Fidelity, you’re generally tied to that specific offer. If you later find a better discount elsewhere, switching can be inconvenient. That’s why it’s smart to compare prices before committing.
That said, the Fidelity TurboTax discount shines for investors who value integration and simplicity. The ability to import Fidelity tax data directly (without worrying about file compatibility) can save time and frustration, especially if you have multiple investment transactions. For many users, that convenience offsets a slightly smaller discount.
To Summarize…
The Fidelity TurboTax discount can be a pretty sweet perk for Fidelity customers, especially those with investment income who already plan to use TurboTax. While some filers may be offered TurboTax Premium Online for free or Premier Download for $5, most Fidelity clients will need a paid version.
Definitely check your Fidelity account for a TurboTax offer starting in Mid-December, and then decide what offer or discount yields the best savings for you.
I hope we were able to clarify the Fidelity TurboTax discount for you, and thanks a lot for stopping by Nifty Taxes!
