TurboTax 2024 software offer

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Jeepergeo
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Re: TurboTax 2024 software offer

Post by Jeepergeo »

murrays wrote: Sun Jan 19, 2025 1:31 pm
Jeepergeo wrote: Sun Jan 19, 2025 1:18 pm TurboTax users,
Should one uninstall the 2023 TurboTax before installing the 2024 TurboTax via the Amazon download? I'm hoping that data applicable in 2023 and in 2024 will carry over.

I have an account at TurboTax; should one log into the account before or only after installing TurboTax 2024?

Thanks.
I typically don’t uninstall previous years until several years later and everything worked fine. Last year, I started saving download from Amazon which is a good thing since our older computer had a failing HD.

I’ve had to file amended returns in the past, one caused by TT, one caused by me, and having the old versions of TT mad it much easier.
Ryan1 wrote: Sun Jan 19, 2025 4:12 pm
murrays wrote: Sun Jan 19, 2025 1:31 pm

I typically don’t uninstall previous years until several years later and everything worked fine. Last year, I started saving download from Amazon which is a good thing since our older computer had a failing HD.

I’ve had to file amended returns in the past, one caused by TT, one caused by me, and having the old versions of TT mad it much easier.

Agree. I do the same thing. Having previous TT versions installed should not cause a problem with newer versions.
Thank you both for your answers and reasons why. I will install the new version and leave the old one in place.
TDivi
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Re: [2023 TurboTax Desktop now requires account login to activate]

Post by TDivi »

[Post merged into here from [2023 TurboTax Desktop now requires account login to activate]--admin LadyGeek]

I know this thread is 2023 and 2024, but now in 2025 I read that HRB software downloads now require a connection to their site for installation. I beleive they have followed the TT lead. I am a TT user, so no experience with HRB, but just passing on what I read. https://www.reddit.com/r/hrblock/commen ... om_amazon/ Scroll down to the post from "bigredmonstermachine".


And as for TT, yes, you can download it on 5 PC's "that you own". But once you activate it the first time with your TT account, that activation code is tied to your account. Translated: your relative would need to use your account to install on their PC. Not sure many of us are comfortable with that.

Welcome to the new world of DRM Digital Rights Management).
jt55
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Re: TurboTax 2024 software offer

Post by jt55 »

Greetings,

Long time lurker, first time poster.

I didn't see that someone had already posted this, but Amazon has Turbo Tax Federal with state for $44.99.

https://www.amazon.com/TurboTax-Deluxe- ... to_dp&th=1

Cheers
AvocadoDeliberator
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Re: TurboTax 2024 software offer

Post by AvocadoDeliberator »

Hello, we have always used online options. For example, I will add a 25 off on my Amex platinum, then go through vanguard or fidelity and get additional 15/20 off.

Question: if you download a version, does it work the same way as the online option? Meaning you can save and come back and also can you use your existing login? I have over 16 years with TT and I can see all returns with my login. Don't want to lose that if I do from a pc version.
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sycamore
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Re: TurboTax 2024 software offer

Post by sycamore »

AvocadoDeliberator wrote: Wed Jan 29, 2025 8:35 pm Hello, we have always used online options. For example, I will add a 25 off on my Amex platinum, then go through vanguard or fidelity and get additional 15/20 off.

Question: if you download a version, does it work the same way as the online option? Meaning you can save and come back and also can you use your existing login? I have over 16 years with TT and I can see all returns with my login. Don't want to lose that if I do from a pc version.
With the desktop version, you save your TT tax info to a local file on your computer. The filename has a special extension, for example .tax2023, that indicates the tax year. So as long as you keep copies of your TT tax files you can go back and look at them.

Of course you need the appropriate year version of TT software to read those files. So if you, for example, get a new computer someday and all you transfer from old computer to new are your data files (not applications), then you wouldn't be able to read those old .tax20xx files. This isn't necessarily a problem -- usually the only one you need is last year's when you're wanting to import it to begin a new year's return. And the new TT version knows how to read last year's .tax20xx file.

As a practical matter, a PDF of each year's return (including worksheets, etc) is very important, and you should be in the habit of generating and saving one of those at the end of each tax season.

I backup my important computer files, including the .tax20xx files and a PDF of each year's return.
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murrays
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Re: TurboTax 2024 software offer

Post by murrays »

sycamore wrote: Thu Jan 30, 2025 8:50 am
AvocadoDeliberator wrote: Wed Jan 29, 2025 8:35 pm Hello, we have always used online options. For example, I will add a 25 off on my Amex platinum, then go through vanguard or fidelity and get additional 15/20 off.

Question: if you download a version, does it work the same way as the online option? Meaning you can save and come back and also can you use your existing login? I have over 16 years with TT and I can see all returns with my login. Don't want to lose that if I do from a pc version.
With the desktop version, you save your TT tax info to a local file on your computer. The filename has a special extension, for example .tax2023, that indicates the tax year. So as long as you keep copies of your TT tax files you can go back and look at them.

Of course you need the appropriate year version of TT software to read those files. So if you, for example, get a new computer someday and all you transfer from old computer to new are your data files (not applications), then you wouldn't be able to read those old .tax20xx files. This isn't necessarily a problem -- usually the only one you need is last year's when you're wanting to import it to begin a new year's return. And the new TT version knows how to read last year's .tax20xx file.

As a practical matter, a PDF of each year's return (including worksheets, etc) is very important, and you should be in the habit of generating and saving one of those at the end of each tax season.

I backup my important computer files, including the .tax20xx files and a PDF of each year's return.
One suggestion that I started last year, I save a copy of the instalation file for TT in the folder with files, forms, etc. to help when a computer is replaced which happened to us last month. I do have full backups of the old computer, but it made it simple to install 2023 on the new computer.

I also recommend saving PDF copies of all 1099s, W2s, etc. along with spreadsheets used for calculations.

Some differences between the online vs download versions, the download allows you to file up to five federal returns compared to 1 for the online version. Also, forms aren't viewable with the online version in the same manor. With the download version, you can switch over to any form at any time to compare with last years to make sure it's filled out properly.
AvocadoDeliberator
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Re: TurboTax 2024 software offer

Post by AvocadoDeliberator »

Some differences between the online vs download versions, the download allows you to file up to five federal returns compared to 1 for the online version. Also, forms aren't viewable with the online version in the same manor. With the download version, you can switch over to any form at any time to compare with last years to make sure it's filled out properly.
Thank you. This is very helpful. I was wondering why would anyone go through all these .tax files and offline versions when they could just file online and save the final pdf.

One question however. You say 5 years one can file using the same offline copy. How does it keep up with tax law changes? Do you have to do a "update" software year 2-5 to make sure you have the latest forms so to speak?
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Feldman
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Re: TurboTax 2024 software offer

Post by Feldman »

AvocadoDeliberator wrote: Thu Jan 30, 2025 6:39 pm
Some differences between the online vs download versions, the download allows you to file up to five federal returns compared to 1 for the online version. Also, forms aren't viewable with the online version in the same manor. With the download version, you can switch over to any form at any time to compare with last years to make sure it's filled out properly.
Thank you. This is very helpful. I was wondering why would anyone go through all these .tax files and offline versions when they could just file online and save the final pdf.

One question however. You say 5 years one can file using the same offline copy. How does it keep up with tax law changes? Do you have to do a "update" software year 2-5 to make sure you have the latest forms so to speak?
Not 5 years. Up to 5 returns for the same tax year. Like for family members.

If you download the local version, your Intuit login is retained (and in fact required). All your older stuff is still accessible online.
ee_guy
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Re: TurboTax 2024 software offer

Post by ee_guy »

Use online TT makes it more difficult to switch to another tax package. The only way to switch from online TT is to scan the pdf of the file tax return. Even then, there will be information missing.

Using the desktop version allows you to import the .tax file to other tax programs. And there is the issue of storing all your tax info in the cloud. Note that even using the desktop version, there is some data that is store on the intuit servers. As mentioned before you can do 5 tax returns with each license.
FinIndyGal
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Re: TurboTax 2024 software offer

Post by FinIndyGal »

Feldman wrote: Sat Dec 28, 2024 3:38 pm
TheRealJohnDoe wrote: Sat Dec 28, 2024 9:04 am I've got TurboTax offers on several of my CCs, but

1) You have to use their affiliate link, which precludes stacking. [If you've found a CC that does it as a rebate against purchase charge to the card, please advise.]

2) As far as I can tell, the CC offers take you directly to TurboTax online and I have yet to see a way to navigate to the desktop edition.
This is incorrect, but it's easy to be confused by the way the offer is written. Let's take a look, using my Chase offer as an example. Specific wording is below:
Earn $20 on your TurboTax purchase, when you spend $39 or more.

Plus, get instant TurboTax savings of 10% at checkout* – simply purchase from this special site just for Chase card customers!

Keep every dollar you deserve this tax season. With TurboTax your maximum refund is guaranteed, whether you choose to have an expert file for you, file with expert help, or file yourself with AI-powered guidance along the way.

Get your best possible tax outcome today with TurboTax

Offer expires 4/16/25. Offer valid one time only. Payment must be made directly with the merchant. Offer not valid on TurboTax products purchased through other retailers. Offer not valid on third-party services. Payment must be made on or before offer expiration date. *Must make purchase from turbotax.com/affiliate/chase42.
The Chase affiliate portal is for saving an additional 10% IF you don't have a better portal. Fidelity is offering 25%, and almost everyone can get 20% from somewhere. You can't use multiple portals, so just use whichever one gives the best discount. The rebate is independent and just looks for a TurboTax-coded charge from Intuit.

When they advertise the offer as Online Only, it just means you can't buy TurboTax products in a physical retail store and expect to get the rebate.

If you notice, the information about the affiliate portal follows the introductory phrase of "Plus", separating it as a secondary offer. Pay attention to the asterisk placement. It follows the statement about saving an additional 10%. THAT is the part where the affiliate site must be used, but it's not a good deal compared to what else is out there.

I have used these Chase offers successfully every year for several consecutive years by purchasing the software on Amazon and then applying the rebate to purchases made within the downloaded software at filing time -- either for state filing fees or the purchase of another state. The offered rebates have always applied successfully without any use of the Chase affiliate site. The wording has always been the same. However, they have continued to increase the spending requirements directly with TurboTax to trigger the rebate such that filing fees would not be enough to trigger it this year. Buying software direct from Intuit would do the trick, and might be the better option, especially if Amazon doesn't run the promo soon.

In short, you CAN stack the discounts as originally proposed. If I don't buy from Amazon, I'd personally access through the Fidelity portal to save 25% off listed price and then get a $20 statement credit by still spending more than $39 on TurboTax with Intuit.
Thank you very much to you and others for all the fantastic information. I never realized that we can do stacking with TurboTax. I want to do this, but can someone please confirm what the true current price is for the Deluxe online version (not downloadable) for tax year 2024? It seems TurboTax is sneaky about it, and I can't find a consistent answer anywhere. I need to know this so I can determine the best affiliate link to use when I first log in to start my taxes. I've read different articles that state the price is $49.00 and others $39.00 and some a lot higher. However, TurboTax's site has a strikethrough on $39 and $35.10 is next to it, so I don't know if that's the price now because it's early. If the Deluxe online version is $39.00, then I know to just use the Chase $20.00 rebate. If it's $49.00, then I know I can use the Chase $20.00 rebate, plus the affiliate link to get the additional 10%. If it's 35.10, then I'll use the Fidelity 25% affiliate link. It's maddening how TurboTax is so secretive about their pricing.
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Feldman
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Re: TurboTax 2024 software offer

Post by Feldman »

FinIndyGal wrote: Fri Jan 31, 2025 9:46 am
Feldman wrote: Sat Dec 28, 2024 3:38 pm

This is incorrect, but it's easy to be confused by the way the offer is written. Let's take a look, using my Chase offer as an example. Specific wording is below:



The Chase affiliate portal is for saving an additional 10% IF you don't have a better portal. Fidelity is offering 25%, and almost everyone can get 20% from somewhere. You can't use multiple portals, so just use whichever one gives the best discount. The rebate is independent and just looks for a TurboTax-coded charge from Intuit.

When they advertise the offer as Online Only, it just means you can't buy TurboTax products in a physical retail store and expect to get the rebate.

If you notice, the information about the affiliate portal follows the introductory phrase of "Plus", separating it as a secondary offer. Pay attention to the asterisk placement. It follows the statement about saving an additional 10%. THAT is the part where the affiliate site must be used, but it's not a good deal compared to what else is out there.

I have used these Chase offers successfully every year for several consecutive years by purchasing the software on Amazon and then applying the rebate to purchases made within the downloaded software at filing time -- either for state filing fees or the purchase of another state. The offered rebates have always applied successfully without any use of the Chase affiliate site. The wording has always been the same. However, they have continued to increase the spending requirements directly with TurboTax to trigger the rebate such that filing fees would not be enough to trigger it this year. Buying software direct from Intuit would do the trick, and might be the better option, especially if Amazon doesn't run the promo soon.

In short, you CAN stack the discounts as originally proposed. If I don't buy from Amazon, I'd personally access through the Fidelity portal to save 25% off listed price and then get a $20 statement credit by still spending more than $39 on TurboTax with Intuit.
Thank you very much to you and others for all the fantastic information. I never realized that we can do stacking with TurboTax. I want to do this, but can someone please confirm what the true current price is for the Deluxe online version (not downloadable) for tax year 2024? It seems TurboTax is sneaky about it, and I can't find a consistent answer anywhere. I need to know this so I can determine the best affiliate link to use when I first log in to start my taxes. I've read different articles that state the price is $49.00 and others $39.00 and some a lot higher. However, TurboTax's site has a strikethrough on $39 and $35.10 is next to it, so I don't know if that's the price now because it's early. If the Deluxe online version is $39.00, then I know to just use the Chase $20.00 rebate. If it's $49.00, then I know I can use the Chase $20.00 rebate, plus the affiliate link to get the additional 10%. If it's 35.10, then I'll use the Fidelity 25% affiliate link. It's maddening how TurboTax is so secretive about their pricing.
This thread is mostly about the downloadable version / desktop software. 25% off is about the best offer going that is available to everyone (Fidelity). Targeted offers might be higher. Sometimes it might make most sense to forgo a discount portal in order to incur enough spending to trigger a rebate offer. Doing it online, I think most or all the charges are held until the end / filing. I would be surprised if you didn't get to $39 of spending even using the most aggressive portal discount percentage. I unfortunately cannot answer your more detailed questions, but at least historically, TurboTax prices typically go up March 1, so try to file before then if you can to minimize your costs. Why do you prefer the online option to the desktop download?
FinIndyGal
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Re: TurboTax 2024 software offer

Post by FinIndyGal »

Feldman wrote: Fri Jan 31, 2025 11:28 am
FinIndyGal wrote: Fri Jan 31, 2025 9:46 am

Thank you very much to you and others for all the fantastic information. I never realized that we can do stacking with TurboTax. I want to do this, but can someone please confirm what the true current price is for the Deluxe online version (not downloadable) for tax year 2024? It seems TurboTax is sneaky about it, and I can't find a consistent answer anywhere. I need to know this so I can determine the best affiliate link to use when I first log in to start my taxes. I've read different articles that state the price is $49.00 and others $39.00 and some a lot higher. However, TurboTax's site has a strikethrough on $39 and $35.10 is next to it, so I don't know if that's the price now because it's early. If the Deluxe online version is $39.00, then I know to just use the Chase $20.00 rebate. If it's $49.00, then I know I can use the Chase $20.00 rebate, plus the affiliate link to get the additional 10%. If it's 35.10, then I'll use the Fidelity 25% affiliate link. It's maddening how TurboTax is so secretive about their pricing.
This thread is mostly about the downloadable version / desktop software. 25% off is about the best offer going that is available to everyone (Fidelity). Targeted offers might be higher. Sometimes it might make most sense to forgo a discount portal in order to incur enough spending to trigger a rebate offer. Doing it online, I think most or all the charges are held until the end / filing. I would be surprised if you didn't get to $39 of spending even using the most aggressive portal discount percentage. I unfortunately cannot answer your more detailed questions, but at least historically, TurboTax prices typically go up March 1, so try to file before then if you can to minimize your costs. Why do you prefer the online option to the desktop download?
Thanks so much for your help. I've actually always hated the online version because I don't like my stuff stored in the cloud. Unfortunately, a friend talked me into it when I started doing my taxes after I retired, and I've regretted it ever since. Every year I say I'm going to switch, but I can't this year because my Windows laptop crashed during my travels, and I'm temporarily using my Chromebook.

If a recent Youtube tutorial is correct, it appears that the current price is in fact $49.00 for the Deluxe online version. By using the Chase 10% affiliate link, I'll still be over the $39 purchase price requirement, so I can take advantage of the $20.00 rebate. If I understand correctly, I'll end up paying $24.10 (I hope) instead of $36.75 if I use the 25% Fidelity link. I assume I'll also still get my normal Chase Freedom 1% cash back. Thanks for explaining the stacking and for saving me some money! :sharebeer
OldSport
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Re: TurboTax 2024 software offer

Post by OldSport »

Feldman wrote: Tue Nov 05, 2024 11:59 am Now that I have a Fidelity HSA, maybe I am in the running for free TurboTax, though I suspect not.
How do you get free TT with Fidelity? Is it the online version only? I need downloadable Premier.
OldSport
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Costco best price on Turbo Tax Premier?

Post by OldSport »

[Thread merged into here --admin LadyGeek]

Is Costco the best price on 2024 Turbo Tax Premier?

Costco seems to have a good deal. Best Buy prices seems relatively extortionate.

Issue is the Costco account is in my spouses name but our previous Turbo Tax was in my name. If we can purchase in store and get a digital code to download, then it should work, but if we have to download online from Costco, that uses my spouses Costco email, I could see this getting unnecessarily complicated and onerous if I cannot have the purchase sent to my email.
jack.bauer
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Re: Costco best price on Turbo Tax Premier?

Post by jack.bauer »

Who owns the costco account doesnt matter here. It will work. Dont overcomplicate your thinking here.
jack.bauer
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Re: Costco best price on Turbo Tax Premier?

Post by jack.bauer »

Also most people just buy deluxe around here. It can do everything premier can.
Silk McCue
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Re: Costco best price on Turbo Tax Premier?

Post by Silk McCue »

It doesn’t matter what email is used to buy the product from Costco. When you register the software use your email.

Cheers
OldSport
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Re: Costco best price on Turbo Tax Premier?

Post by OldSport »

jack.bauer wrote: Fri Jan 31, 2025 6:19 pm Also most people just buy deluxe around here. It can do everything premier can.
Thanks. So Deluxe does investments sales, backdoor roth, check for deductions, etc.?
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quantAndHold
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Re: Costco best price on Turbo Tax Premier?

Post by quantAndHold »

jack.bauer wrote: Fri Jan 31, 2025 6:19 pm Also most people just buy deluxe around here. It can do everything premier can.
Does Deluxe download from my brokerage account?
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Re: TurboTax 2024 software offer

Post by LadyGeek »

I merged OldSport's thread into the ongoing discussion.

(Thanks to the member who reported the post and provided a link to this thread.)
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Feldman
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Re: TurboTax 2024 software offer

Post by Feldman »

FinIndyGal wrote: Fri Jan 31, 2025 1:50 pm
Feldman wrote: Fri Jan 31, 2025 11:28 am

This thread is mostly about the downloadable version / desktop software. 25% off is about the best offer going that is available to everyone (Fidelity). Targeted offers might be higher. Sometimes it might make most sense to forgo a discount portal in order to incur enough spending to trigger a rebate offer. Doing it online, I think most or all the charges are held until the end / filing. I would be surprised if you didn't get to $39 of spending even using the most aggressive portal discount percentage. I unfortunately cannot answer your more detailed questions, but at least historically, TurboTax prices typically go up March 1, so try to file before then if you can to minimize your costs. Why do you prefer the online option to the desktop download?
Thanks so much for your help. I've actually always hated the online version because I don't like my stuff stored in the cloud. Unfortunately, a friend talked me into it when I started doing my taxes after I retired, and I've regretted it ever since. Every year I say I'm going to switch, but I can't this year because my Windows laptop crashed during my travels, and I'm temporarily using my Chromebook.

If a recent Youtube tutorial is correct, it appears that the current price is in fact $49.00 for the Deluxe online version. By using the Chase 10% affiliate link, I'll still be over the $39 purchase price requirement, so I can take advantage of the $20.00 rebate. If I understand correctly, I'll end up paying $24.10 (I hope) instead of $36.75 if I use the 25% Fidelity link. I assume I'll also still get my normal Chase Freedom 1% cash back. Thanks for explaining the stacking and for saving me some money! :sharebeer
You are welcome. Don't forget that the purchases from TurboTax are often taxed. That's right, you pay taxes on paying to do your taxes. That might be enough to bump you up to just above $39. Do you also typically pay for a state return as well? Those costs may be combined on the same invoice.
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Feldman
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Re: TurboTax 2024 software offer

Post by Feldman »

OldSport wrote: Fri Jan 31, 2025 4:30 pm
Feldman wrote: Tue Nov 05, 2024 11:59 am Now that I have a Fidelity HSA, maybe I am in the running for free TurboTax, though I suspect not.
How do you get free TT with Fidelity? Is it the online version only? I need downloadable Premier.
I did not in fact get free TurboTax with Fidelity. But I never really thought that I would in my situation.
jack.bauer
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Re: Costco best price on Turbo Tax Premier?

Post by jack.bauer »

quantAndHold wrote: Fri Jan 31, 2025 6:52 pm
jack.bauer wrote: Fri Jan 31, 2025 6:19 pm Also most people just buy deluxe around here. It can do everything premier can.
Does Deluxe download from my brokerage account?
It offers me to do it. Though I always manually enter them.

If this is a must, you might want to get a confirmation from another user.
jack.bauer
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Re: Costco best price on Turbo Tax Premier?

Post by jack.bauer »

OldSport wrote: Fri Jan 31, 2025 6:37 pm
jack.bauer wrote: Fri Jan 31, 2025 6:19 pm Also most people just buy deluxe around here. It can do everything premier can.
Thanks. So Deluxe does investments sales, backdoor roth, check for deductions, etc.?

Yup. I do all of these for last many years and also 2024.
FinIndyGal
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Re: TurboTax 2024 software offer

Post by FinIndyGal »

Feldman wrote: Fri Jan 31, 2025 7:10 pm
FinIndyGal wrote: Fri Jan 31, 2025 1:50 pm

Thanks so much for your help. I've actually always hated the online version because I don't like my stuff stored in the cloud. Unfortunately, a friend talked me into it when I started doing my taxes after I retired, and I've regretted it ever since. Every year I say I'm going to switch, but I can't this year because my Windows laptop crashed during my travels, and I'm temporarily using my Chromebook.

If a recent Youtube tutorial is correct, it appears that the current price is in fact $49.00 for the Deluxe online version. By using the Chase 10% affiliate link, I'll still be over the $39 purchase price requirement, so I can take advantage of the $20.00 rebate. If I understand correctly, I'll end up paying $24.10 (I hope) instead of $36.75 if I use the 25% Fidelity link. I assume I'll also still get my normal Chase Freedom 1% cash back. Thanks for explaining the stacking and for saving me some money! :sharebeer
You are welcome. Don't forget that the purchases from TurboTax are often taxed. That's right, you pay taxes on paying to do your taxes. That might be enough to bump you up to just above $39. Do you also typically pay for a state return as well? Those costs may be combined on the same invoice.
Thanks for the great tips. The good news is that tax preparation services aren't subject to sales tax in my state, and we don't have state taxes. If it's true that the Deluxe online version is currently $49.00, then I assume I'll pay $44.10 with the Chase 10% discount. I hope I'll then get the $20 Chase rebate and pay a total of $24.10 for TurboTax to file my 2024 tax return. I've never done stacking before, so I hope I'm assuming correctly. I've only used the Fidelity affiliate link in the past, and I can't help but wonder how many years I paid more than I needed to for TurboTax because I wasn't aware of those additional credit card rebates. I'm grateful for the information.
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Re: TurboTax 2024 software offer

Post by Feldman »

FinIndyGal wrote: Sat Feb 01, 2025 9:15 am
Feldman wrote: Fri Jan 31, 2025 7:10 pm

You are welcome. Don't forget that the purchases from TurboTax are often taxed. That's right, you pay taxes on paying to do your taxes. That might be enough to bump you up to just above $39. Do you also typically pay for a state return as well? Those costs may be combined on the same invoice.
Thanks for the great tips. The good news is that tax preparation services aren't subject to sales tax in my state, and we don't have state taxes. If it's true that the Deluxe online version is currently $49.00, then I assume I'll pay $44.10 with the Chase 10% discount. I hope I'll then get the $20 Chase rebate and pay a total of $24.10 for TurboTax to file my 2024 tax return. I've never done stacking before, so I hope I'm assuming correctly. I've only used the Fidelity affiliate link in the past, and I can't help but wonder how many years I paid more than I needed to for TurboTax because I wasn't aware of those additional credit card rebates. I'm grateful for the information.
Sounds like a solid plan for your situation. However, you might want to check for other affiliate links that might be out there for 20%, which is another common discount threshold. If the price is $49.00, that would take you to $39.20, so you'd be just above the spending threshold for the credit card rebate. This is the first year that I've seen credit card rebates at the $20 level. In previous years, I have used $10 and $5 rebates, but they've typically all had spending thresholds, so I don't think you've missed much by just using the Fidelity affiliate link in the past.

Try these:

https://www.groupon.com/coupons/turbotax

https://www.retailmenot.com/view/turbotax.intuit.com

You can do better than 10% from Chase as far as affiliate links. Assuming that $49.00 is the correct price for TurboTax Online, then a 20% discount affiliate link threads the needle and maximizes your savings while still keeping you above $39 spending to trigger the $20 credit card rebate.
FinIndyGal
Posts: 201
Joined: Mon Sep 23, 2019 3:55 pm

Re: TurboTax 2024 software offer

Post by FinIndyGal »

Feldman wrote: Sat Feb 01, 2025 10:25 am
FinIndyGal wrote: Sat Feb 01, 2025 9:15 am

Thanks for the great tips. The good news is that tax preparation services aren't subject to sales tax in my state, and we don't have state taxes. If it's true that the Deluxe online version is currently $49.00, then I assume I'll pay $44.10 with the Chase 10% discount. I hope I'll then get the $20 Chase rebate and pay a total of $24.10 for TurboTax to file my 2024 tax return. I've never done stacking before, so I hope I'm assuming correctly. I've only used the Fidelity affiliate link in the past, and I can't help but wonder how many years I paid more than I needed to for TurboTax because I wasn't aware of those additional credit card rebates. I'm grateful for the information.
Sounds like a solid plan for your situation. However, you might want to check for other affiliate links that might be out there for 20%, which is another common discount threshold. If the price is $49.00, that would take you to $39.20, so you'd be just above the spending threshold for the credit card rebate. This is the first year that I've seen credit card rebates at the $20 level. In previous years, I have used $10 and $5 rebates, but they've typically all had spending thresholds, so I don't think you've missed much by just using the Fidelity affiliate link in the past.

Try these:

https://www.groupon.com/coupons/turbotax

https://www.retailmenot.com/view/turbotax.intuit.com

You can do better than 10% from Chase as far as affiliate links. Assuming that $49.00 is the correct price for TurboTax Online, then a 20% discount affiliate link threads the needle and maximizes your savings while still keeping you above $39 spending to trigger the $20 credit card rebate.
You're so awesome! Thank you very much! I'll use one of those affiliate links now instead of Chase. I just hope the Deluxe online version is in fact $49.00. I've had to spend a ridiculous amount of time just trying to confirm the price, and I'm still not 100% confident. There are countless articles and videos out there that have different prices and/or don't specify the product. It's very annoying that TurboTax makes it so difficult to find out the true pricing before you start your taxes!
NabSh
Posts: 401
Joined: Fri Dec 25, 2020 11:09 am
Location: USA

Re: TurboTax 2024 software offer

Post by NabSh »

I save files in pdf version as well for this reason. That way I have a copy of return regardless of the software.
sycamore wrote: Thu Jan 30, 2025 8:50 am
AvocadoDeliberator wrote: Wed Jan 29, 2025 8:35 pm Hello, we have always used online options. For example, I will add a 25 off on my Amex platinum, then go through vanguard or fidelity and get additional 15/20 off.

Question: if you download a version, does it work the same way as the online option? Meaning you can save and come back and also can you use your existing login? I have over 16 years with TT and I can see all returns with my login. Don't want to lose that if I do from a pc version.
With the desktop version, you save your TT tax info to a local file on your computer. The filename has a special extension, for example .tax2023, that indicates the tax year. So as long as you keep copies of your TT tax files you can go back and look at them.

Of course you need the appropriate year version of TT software to read those files. So if you, for example, get a new computer someday and all you transfer from old computer to new are your data files (not applications), then you wouldn't be able to read those old .tax20xx files. This isn't necessarily a problem -- usually the only one you need is last year's when you're wanting to import it to begin a new year's return. And the new TT version knows how to read last year's .tax20xx file.

As a practical matter, a PDF of each year's return (including worksheets, etc) is very important, and you should be in the habit of generating and saving one of those at the end of each tax season.

I backup my important computer files, including the .tax20xx files and a PDF of each year's return.
bongo
Posts: 420
Joined: Wed Oct 25, 2023 11:35 am

Re: TurboTax 2024 software offer

Post by bongo »

ee_guy wrote: Thu Jan 30, 2025 7:23 pm Use online TT makes it more difficult to switch to another tax package. The only way to switch from online TT is to scan the pdf of the file tax return. Even then, there will be information missing.

Using the desktop version allows you to import the .tax file to other tax programs.
You can export the .tax file from online TT
https://ttlc.intuit.com/turbotax-suppor ... F_US_en_US
HeelaMonster
Posts: 1151
Joined: Sat Aug 10, 2019 11:46 am

Re: Costco best price on Turbo Tax Premier?

Post by HeelaMonster »

jack.bauer wrote: Fri Jan 31, 2025 8:37 pm
quantAndHold wrote: Fri Jan 31, 2025 6:52 pm

Does Deluxe download from my brokerage account?
It offers me to do it. Though I always manually enter them.

If this is a must, you might want to get a confirmation from another user.
To confirm, Deluxe TT does indeed import 1099 forms from brokerages, banks, etc. You just need the account number and document number from top of form.

I typically enter 1099-INT manually, with only one field to complete. But it's nice to let the software grab all info from more complex accounts (e.g., 1099-DIV or 1099-B from Vanguard) and get everything to the right place(s) within TT.
NabSh
Posts: 401
Joined: Fri Dec 25, 2020 11:09 am
Location: USA

Re: TurboTax 2024 software offer

Post by NabSh »

Those with Costco membership, the price is same as Amazon $44.99 plus a $10 discount for additional purchases (such state filling fee or additional state)
FinIndyGal
Posts: 201
Joined: Mon Sep 23, 2019 3:55 pm

Re: TurboTax 2024 software offer

Post by FinIndyGal »

Feldman wrote: Sat Feb 01, 2025 10:25 am
FinIndyGal wrote: Sat Feb 01, 2025 9:15 am

Thanks for the great tips. The good news is that tax preparation services aren't subject to sales tax in my state, and we don't have state taxes. If it's true that the Deluxe online version is currently $49.00, then I assume I'll pay $44.10 with the Chase 10% discount. I hope I'll then get the $20 Chase rebate and pay a total of $24.10 for TurboTax to file my 2024 tax return. I've never done stacking before, so I hope I'm assuming correctly. I've only used the Fidelity affiliate link in the past, and I can't help but wonder how many years I paid more than I needed to for TurboTax because I wasn't aware of those additional credit card rebates. I'm grateful for the information.
Sounds like a solid plan for your situation. However, you might want to check for other affiliate links that might be out there for 20%, which is another common discount threshold. If the price is $49.00, that would take you to $39.20, so you'd be just above the spending threshold for the credit card rebate. This is the first year that I've seen credit card rebates at the $20 level. In previous years, I have used $10 and $5 rebates, but they've typically all had spending thresholds, so I don't think you've missed much by just using the Fidelity affiliate link in the past.

Try these:

https://www.groupon.com/coupons/turbotax

https://www.retailmenot.com/view/turbotax.intuit.com

You can do better than 10% from Chase as far as affiliate links. Assuming that $49.00 is the correct price for TurboTax Online, then a 20% discount affiliate link threads the needle and maximizes your savings while still keeping you above $39 spending to trigger the $20 credit card rebate.
Thank you for your efforts in sharing tips for discounts and rebates. I wanted to update everyone on my recent experience with TurboTax, hoping to prevent others from facing similar issues.

Despite my attempts to utilize the Groupon 20% off affiliate link and the Chase $20 rebate for a $39 purchase, I found myself paying more than expected due to TurboTax's misleading pricing practices. It seems they have shifted from previous deceptive tactics to now concealing prices for the Deluxe online version until the very end of the filing process.

As a long-time user since 2009, I was accustomed to seeing clear pricing information early in the process. However, during my recent filing, I was shocked to find that the only displayed price was for optional add-ons, with the actual cost of the Deluxe online version only revealed just before payment. Ultimately, I ended up paying $35.10 instead of utilizing the discounts I had planned for, which is frustrating and feels intentionally deceptive.

This experience has been disheartening, and I believe such practices are unacceptable. I will be exploring other tax services in the future, as I should not have to navigate hidden pricing to determine the cost of a service. Thank you for allowing me to share my concerns.
Retired1809
Posts: 538
Joined: Fri Feb 23, 2007 3:11 pm
Location: North Carolina, USA

Re: TurboTax 2024 software offer

Post by Retired1809 »

I want confirmation that if I buy Turbotax Deluxe Downloadable version with one state return for $44.95, I can use my U.S. Bank Simply Visa and earn a $20 Simply reward plus get another $10 credit from Costco? So my net cost would be $14.95 (i.e., $44.95 less $30 rewards) plus any applicable sales tax?
User avatar
Feldman
Posts: 409
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Re: TurboTax 2024 software offer

Post by Feldman »

FinIndyGal wrote: Sun Feb 02, 2025 11:54 am
Feldman wrote: Sat Feb 01, 2025 10:25 am

Sounds like a solid plan for your situation. However, you might want to check for other affiliate links that might be out there for 20%, which is another common discount threshold. If the price is $49.00, that would take you to $39.20, so you'd be just above the spending threshold for the credit card rebate. This is the first year that I've seen credit card rebates at the $20 level. In previous years, I have used $10 and $5 rebates, but they've typically all had spending thresholds, so I don't think you've missed much by just using the Fidelity affiliate link in the past.

Try these:

https://www.groupon.com/coupons/turbotax

https://www.retailmenot.com/view/turbotax.intuit.com

You can do better than 10% from Chase as far as affiliate links. Assuming that $49.00 is the correct price for TurboTax Online, then a 20% discount affiliate link threads the needle and maximizes your savings while still keeping you above $39 spending to trigger the $20 credit card rebate.
Thank you for your efforts in sharing tips for discounts and rebates. I wanted to update everyone on my recent experience with TurboTax, hoping to prevent others from facing similar issues.

Despite my attempts to utilize the Groupon 20% off affiliate link and the Chase $20 rebate for a $39 purchase, I found myself paying more than expected due to TurboTax's misleading pricing practices. It seems they have shifted from previous deceptive tactics to now concealing prices for the Deluxe online version until the very end of the filing process.

As a long-time user since 2009, I was accustomed to seeing clear pricing information early in the process. However, during my recent filing, I was shocked to find that the only displayed price was for optional add-ons, with the actual cost of the Deluxe online version only revealed just before payment. Ultimately, I ended up paying $35.10 instead of utilizing the discounts I had planned for, which is frustrating and feels intentionally deceptive.

This experience has been disheartening, and I believe such practices are unacceptable. I will be exploring other tax services in the future, as I should not have to navigate hidden pricing to determine the cost of a service. Thank you for allowing me to share my concerns.
Sorry to hear that. So, what was the ultimate unmodified price of the TurboTax online product you selected? It's a little clearer with the download version. If this is relevant to anyone else, I think that the final price charged just reflects the most recent affiliate link you used to access TurboTax. Therefore, once you see the price at the end, but before you complete payment, you should have an opportunity to save your progress, clear cookies, and access through a different affiliate link with a different percentage savings if you see that it is advantageous to you once pricing is finally revealed. It's not a fun game to play.
LuckyInLife
Posts: 153
Joined: Sun Nov 28, 2021 3:34 pm

Re: TurboTax 2024 software offer

Post by LuckyInLife »

Retired1809 wrote: Sun Feb 02, 2025 12:22 pm I want confirmation that if I buy Turbotax Deluxe Downloadable version with one state return for $44.95, I can use my U.S. Bank Simply Visa and earn a $20 Simply reward plus get another $10 credit from Costco? So my net cost would be $14.95 (i.e., $44.95 less $30 rewards) plus any applicable sales tax?
You will only get the US Bank Visa credit if you purchase Turbo Tax directly from its website. You will not get a US Bank credit from buying Turbo Tax from Costco. How would US Bank know what you purchased from Costco?
aristotelian
Posts: 13134
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Re: TurboTax 2024 software offer

Post by aristotelian »

FinIndyGal wrote: Sun Feb 02, 2025 11:54 am
Feldman wrote: Sat Feb 01, 2025 10:25 am

Sounds like a solid plan for your situation. However, you might want to check for other affiliate links that might be out there for 20%, which is another common discount threshold. If the price is $49.00, that would take you to $39.20, so you'd be just above the spending threshold for the credit card rebate. This is the first year that I've seen credit card rebates at the $20 level. In previous years, I have used $10 and $5 rebates, but they've typically all had spending thresholds, so I don't think you've missed much by just using the Fidelity affiliate link in the past.

Try these:

https://www.groupon.com/coupons/turbotax

https://www.retailmenot.com/view/turbotax.intuit.com

You can do better than 10% from Chase as far as affiliate links. Assuming that $49.00 is the correct price for TurboTax Online, then a 20% discount affiliate link threads the needle and maximizes your savings while still keeping you above $39 spending to trigger the $20 credit card rebate.
Thank you for your efforts in sharing tips for discounts and rebates. I wanted to update everyone on my recent experience with TurboTax, hoping to prevent others from facing similar issues.

Despite my attempts to utilize the Groupon 20% off affiliate link and the Chase $20 rebate for a $39 purchase, I found myself paying more than expected due to TurboTax's misleading pricing practices. It seems they have shifted from previous deceptive tactics to now concealing prices for the Deluxe online version until the very end of the filing process.

As a long-time user since 2009, I was accustomed to seeing clear pricing information early in the process. However, during my recent filing, I was shocked to find that the only displayed price was for optional add-ons, with the actual cost of the Deluxe online version only revealed just before payment. Ultimately, I ended up paying $35.10 instead of utilizing the discounts I had planned for, which is frustrating and feels intentionally deceptive.

This experience has been disheartening, and I believe such practices are unacceptable. I will be exploring other tax services in the future, as I should not have to navigate hidden pricing to determine the cost of a service. Thank you for allowing me to share my concerns.
I got sick of the constant price increases. Even though I have to open four separate accounts to do all my family's tax returns I am going back to FreetaxUSA. So far so good.
FinIndyGal
Posts: 201
Joined: Mon Sep 23, 2019 3:55 pm

Re: TurboTax 2024 software offer

Post by FinIndyGal »

Feldman wrote: Sun Feb 02, 2025 12:30 pm
FinIndyGal wrote: Sun Feb 02, 2025 11:54 am

Thank you for your efforts in sharing tips for discounts and rebates. I wanted to update everyone on my recent experience with TurboTax, hoping to prevent others from facing similar issues.

Despite my attempts to utilize the Groupon 20% off affiliate link and the Chase $20 rebate for a $39 purchase, I found myself paying more than expected due to TurboTax's misleading pricing practices. It seems they have shifted from previous deceptive tactics to now concealing prices for the Deluxe online version until the very end of the filing process.

As a long-time user since 2009, I was accustomed to seeing clear pricing information early in the process. However, during my recent filing, I was shocked to find that the only displayed price was for optional add-ons, with the actual cost of the Deluxe online version only revealed just before payment. Ultimately, I ended up paying $35.10 instead of utilizing the discounts I had planned for, which is frustrating and feels intentionally deceptive.

This experience has been disheartening, and I believe such practices are unacceptable. I will be exploring other tax services in the future, as I should not have to navigate hidden pricing to determine the cost of a service. Thank you for allowing me to share my concerns.
Sorry to hear that. So, what was the ultimate unmodified price of the TurboTax online product you selected? It's a little clearer with the download version. If this is relevant to anyone else, I think that the final price charged just reflects the most recent affiliate link you used to access TurboTax. Therefore, once you see the price at the end, but before you complete payment, you should have an opportunity to save your progress, clear cookies, and access through a different affiliate link with a different percentage savings if you see that it is advantageous to you once pricing is finally revealed. It's not a fun game to play.
Thank you. I initially used the 20% Groupon affiliate link, assuming the Deluxe online version was priced at $49.00 based on a YouTube video. However, when the pricing finally appeared on TurboTax's site, I noticed an original price of $39.00 crossed out, with $35.10 listed next to it. I now believe the $39.00 was TurboTax's direct price, and the $35.10 was their own 10% discount, rendering the Groupon discount ineffective. Frustrated, I paused before submitting my payment, knowing that progress is saved automatically when logging out.

I’m considering clearing my cookies and trying the Fidelity 25% affiliate link, but I'm hesitant to restart my return, especially since TurboTax seems to have its own pricing structure. I also wonder if my recent email and password changes affected my ability to access discounts, although I doubt it since I’ve seen similar pricing displayed elsewhere. Regardless, the lack of upfront pricing until the end of the process is disappointing, and I’ve decided this will be my last year using TurboTax. This experience reminds me of the tactics used by cable companies, and I hope more customers will seek alternatives to TurboTax's practices.
User avatar
Feldman
Posts: 409
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Re: TurboTax 2024 software offer

Post by Feldman »

FinIndyGal wrote: Sun Feb 02, 2025 5:02 pm
Feldman wrote: Sun Feb 02, 2025 12:30 pm

Sorry to hear that. So, what was the ultimate unmodified price of the TurboTax online product you selected? It's a little clearer with the download version. If this is relevant to anyone else, I think that the final price charged just reflects the most recent affiliate link you used to access TurboTax. Therefore, once you see the price at the end, but before you complete payment, you should have an opportunity to save your progress, clear cookies, and access through a different affiliate link with a different percentage savings if you see that it is advantageous to you once pricing is finally revealed. It's not a fun game to play.
Thank you. I initially used the 20% Groupon affiliate link, assuming the Deluxe online version was priced at $49.00 based on a YouTube video. However, when the pricing finally appeared on TurboTax's site, I noticed an original price of $39.00 crossed out, with $35.10 listed next to it. I now believe the $39.00 was TurboTax's direct price, and the $35.10 was their own 10% discount, rendering the Groupon discount ineffective. Frustrated, I paused before submitting my payment, knowing that progress is saved automatically when logging out.

I’m considering clearing my cookies and trying the Fidelity 25% affiliate link, but I'm hesitant to restart my return, especially since TurboTax seems to have its own pricing structure. I also wonder if my recent email and password changes affected my ability to access discounts, although I doubt it since I’ve seen similar pricing displayed elsewhere. Regardless, the lack of upfront pricing until the end of the process is disappointing, and I’ve decided this will be my last year using TurboTax. This experience reminds me of the tactics used by cable companies, and I hope more customers will seek alternatives to TurboTax's practices.
It has been quite a few years since I used the online version of TurboTax, but if I remember correctly, when logging in to your account with Intuit via a portal, it would say something like "TurboTax brought to you by [Portal Sponsor Name / Logo]", and that that was reflective of whatever the last portal I had used might have been. Sometimes Vanguard, sometimes T. Rowe Price. In any case, I doubt they would make you redo the entire return. The progress is saved on your Intuit account. Seems like worst case you be you try for an additional discount and don't get it, but I must admit I don't know for sure. Consider also the possibility that sometimes a small upsell could be worth it to trigger an even larger offsetting rebate. You need to spend about $5.00 more to get over $39. I played that game one year where I needed to spend over $25 direct with Intuit to get a $10 refund on the credit card. In February, my spending would have fallen between $20 and $25. I therefore waited to file until after March 1 for their pricing increase, spending $5 more to save $10. Whether any of this is worthwhile depends on whether you have a tax refund or a tax debt due. Good luck!
FinIndyGal
Posts: 201
Joined: Mon Sep 23, 2019 3:55 pm

Re: TurboTax 2024 software offer

Post by FinIndyGal »

Feldman wrote: Sun Feb 02, 2025 5:32 pm
FinIndyGal wrote: Sun Feb 02, 2025 5:02 pm

Thank you. I initially used the 20% Groupon affiliate link, assuming the Deluxe online version was priced at $49.00 based on a YouTube video. However, when the pricing finally appeared on TurboTax's site, I noticed an original price of $39.00 crossed out, with $35.10 listed next to it. I now believe the $39.00 was TurboTax's direct price, and the $35.10 was their own 10% discount, rendering the Groupon discount ineffective. Frustrated, I paused before submitting my payment, knowing that progress is saved automatically when logging out.

I’m considering clearing my cookies and trying the Fidelity 25% affiliate link, but I'm hesitant to restart my return, especially since TurboTax seems to have its own pricing structure. I also wonder if my recent email and password changes affected my ability to access discounts, although I doubt it since I’ve seen similar pricing displayed elsewhere. Regardless, the lack of upfront pricing until the end of the process is disappointing, and I’ve decided this will be my last year using TurboTax. This experience reminds me of the tactics used by cable companies, and I hope more customers will seek alternatives to TurboTax's practices.
It has been quite a few years since I used the online version of TurboTax, but if I remember correctly, when logging in to your account with Intuit via a portal, it would say something like "TurboTax brought to you by [Portal Sponsor Name / Logo]", and that that was reflective of whatever the last portal I had used might have been. Sometimes Vanguard, sometimes T. Rowe Price. In any case, I doubt they would make you redo the entire return. The progress is saved on your Intuit account. Seems like worst case you be you try for an additional discount and don't get it, but I must admit I don't know for sure. Consider also the possibility that sometimes a small upsell could be worth it to trigger an even larger offsetting rebate. You need to spend about $5.00 more to get over $39. I played that game one year where I needed to spend over $25 direct with Intuit to get a $10 refund on the credit card. In February, my spending would have fallen between $20 and $25. I therefore waited to file until after March 1 for their pricing increase, spending $5 more to save $10. Whether any of this is worthwhile depends on whether you have a tax refund or a tax debt due. Good luck!
I have never had a problem using the Fidelity link in the past, but TurboTax did not hide the price like they do now. I think I am going to move on and submit my return tomorrow the way it is because it is obvious I will not get the $20.00 rebate from Chase. I have too many other things going on now to deal with it, and I do not trust Intuit at this point. I will just look forward to saving money in the future by using Freetaxusa or another one that Bogleheads seem to like and recommend. I appreciate all your help.
User avatar
Feldman
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Re: TurboTax 2024 software offer

Post by Feldman »

FinIndyGal wrote: Sun Feb 02, 2025 6:02 pm
Feldman wrote: Sun Feb 02, 2025 5:32 pm

It has been quite a few years since I used the online version of TurboTax, but if I remember correctly, when logging in to your account with Intuit via a portal, it would say something like "TurboTax brought to you by [Portal Sponsor Name / Logo]", and that that was reflective of whatever the last portal I had used might have been. Sometimes Vanguard, sometimes T. Rowe Price. In any case, I doubt they would make you redo the entire return. The progress is saved on your Intuit account. Seems like worst case you be you try for an additional discount and don't get it, but I must admit I don't know for sure. Consider also the possibility that sometimes a small upsell could be worth it to trigger an even larger offsetting rebate. You need to spend about $5.00 more to get over $39. I played that game one year where I needed to spend over $25 direct with Intuit to get a $10 refund on the credit card. In February, my spending would have fallen between $20 and $25. I therefore waited to file until after March 1 for their pricing increase, spending $5 more to save $10. Whether any of this is worthwhile depends on whether you have a tax refund or a tax debt due. Good luck!
I have never had a problem using the Fidelity link in the past, but TurboTax did not hide the price like they do now. I think I am going to move on and submit my return tomorrow the way it is because it is obvious I will not get the $20.00 rebate from Chase. I have too many other things going on now to deal with it, and I do not trust Intuit at this point. I will just look forward to saving money in the future by using Freetaxusa or another one that Bogleheads seem to like and recommend. I appreciate all your help.
Fair enough. You could consider accessing the TurboTax site via the Fidelity link tomorrow when filing to see if it lowers the price you eventually pay. Seems unlikely that it would increase it, but if you can get out of tax season spending $35.10 total for preparation, then you're already doing much better than most.
bongo
Posts: 420
Joined: Wed Oct 25, 2023 11:35 am

Re: TurboTax 2024 software offer

Post by bongo »

FinIndyGal wrote: Sun Feb 02, 2025 6:02 pm I have never had a problem using the Fidelity link in the past, but TurboTax did not hide the price like they do now. I think I am going to move on and submit my return tomorrow the way it is because it is obvious I will not get the $20.00 rebate from Chase. I have too many other things going on now to deal with it, and I do not trust Intuit at this point. I will just look forward to saving money in the future by using Freetaxusa or another one that Bogleheads seem to like and recommend. I appreciate all your help.
If you have a super simple 1040, then you might qualify for their free version.
https://ttlc.intuit.com/turbotax-suppor ... t_US_en_US
FinIndyGal
Posts: 201
Joined: Mon Sep 23, 2019 3:55 pm

Re: TurboTax 2024 software offer

Post by FinIndyGal »

bongo wrote: Sun Feb 02, 2025 11:43 pm
FinIndyGal wrote: Sun Feb 02, 2025 6:02 pm I have never had a problem using the Fidelity link in the past, but TurboTax did not hide the price like they do now. I think I am going to move on and submit my return tomorrow the way it is because it is obvious I will not get the $20.00 rebate from Chase. I have too many other things going on now to deal with it, and I do not trust Intuit at this point. I will just look forward to saving money in the future by using Freetaxusa or another one that Bogleheads seem to like and recommend. I appreciate all your help.
If you have a super simple 1040, then you might qualify for their free version.
https://ttlc.intuit.com/turbotax-suppor ... t_US_en_US
Thank you for the link. I looked into this a couple of years ago, but the free version unfortunately doesn't apply to me. My return has schedules that TurboTax doesn't allow for this program.
drzzzzz
Posts: 1109
Joined: Sat Sep 22, 2012 9:56 pm

Re: TurboTax 2024 software offer

Post by drzzzzz »

I had the TurboTax announcement and link on my summary home page a few weeks ago and now that I went to use it, it has disappeared - has this happened to anyone else?
thanks
bongo
Posts: 420
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Re: TurboTax 2024 software offer

Post by bongo »

FinIndyGal wrote: Mon Feb 03, 2025 10:02 am
bongo wrote: Sun Feb 02, 2025 11:43 pm

If you have a super simple 1040, then you might qualify for their free version.
https://ttlc.intuit.com/turbotax-suppor ... t_US_en_US
Thank you for the link. I looked into this a couple of years ago, but the free version unfortunately doesn't apply to me. My return has schedules that TurboTax doesn't allow for this program.
Here's the list of forms supported by each online product (Free, Deluxe, Premium) in case others want to check (see two tables if you scroll down partway)
https://turbotax.intuit.com/personal-ta ... #tax-forms
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