Tax season is here again, and if you’re like me, you’re probably looking for ways to save both time and money while filing your taxes. If you’re planning on using TurboTax this year then January 2025 brings a range of early season discounts on the software, especially for Chase Bank customers. Let’s dive into the top deals available right now and explore how you can take advantage of them.
Extra 10% Off TurboTax Online Federal Products (for Up to 50% Off!)
One of the best deals at the moment is TurboTax’s EXTRA 10% off discount on federal online products, which is applied on top of their early-season sale. This could mean total savings of up to 50% off depending on the version of TurboTax 2025 you decide to buy. This offer runs through January 31, 2025, giving you plenty of time to prepare your taxes while taking advantage of the discount.
This deal applies to all TurboTax service tiers, so you can choose the version that best fits your needs:
- Do-It-Yourself Versions: Ideal for those who are comfortable handling their taxes with the help of TurboTax’s intuitive tools and step-by-step guidance.
- Live Assisted Versions: Perfect if you need occasional help from tax experts who can answer your questions and guide you through the filing process.
- Full-Service Versions: Best for individuals who prefer to hand over the entire tax preparation and filing process to professionals.
This extra 10% discount makes TurboTax’s comprehensive features even more accessible. Whether you’re a first-time filer or someone with a complex tax situation, this promotion can help you save money and file with confidence.
50% Off QuickBooks Solopreneur Plan (with Live Assisted Tax)
If you’re self-employed, a freelancer, or a small business owner, TurboTax’s partnership with QuickBooks offers another excellent way to save. New QuickBooks customers can get 50% off the first three months of the QuickBooks Solopreneur plan, reducing the cost from $20 per month to just $10 per month.
This subscription includes QuickBooks Live Assisted Tax, a service specifically designed for self-employed individuals who need to file a Schedule C (Form 1040). Here are some key benefits:
- Unlimited Access to Tax Experts: Get help maximizing deductions and ensuring your tax return is accurate.
- Seamless Integration: TurboTax integrates directly with QuickBooks, streamlining your tax preparation process by giving experts access to your financial data.
- Personalized Tax Advice: Receive guidance to uncover industry-specific credits and deductions.
- Accuracy Guarantee: TurboTax promises a 100% accurate, expert-approved return.
- Audit Support: Get one-on-one help if you’re ever audited.
This deal is a fantastic option for self-employed individuals who want to simplify their bookkeeping and tax filing processes while saving money. Keep in mind, though, that it’s only available to new QuickBooks customers.
TurboTax Free Edition: A No-Cost Option for Simple Returns
For those with straightforward tax situations, TurboTax’s Free Edition allows you to file both federal and state taxes at no cost. This is a great option if you qualify as having a “simple” tax return. According to TurboTax, a simple return typically includes:
- Filing a basic Form 1040.
- Limited credits, such as the Earned Income Tax Credit, Child Tax Credit, and Student Loan Interest Deduction.
- No additional schedules or complex tax situations.
However, only about 37% of taxpayers meet these criteria. If your tax situation involves owning a business, significant investment income, or other complexities, you’ll need to upgrade to a paid plan.
Discounts for Chase Bank Customers
Chase Bank customers may have access to additional discounts on TurboTax 2025 products. Chase is one of several financial institutions affiliated with TurboTax, which means they sometimes offer special perks or discounts to their customers during tax season. Here’s how you can check if a discount is available through Chase:
- Log in to your account at Chase.com.
- Navigate to the “Investment Forms” section and click on “Chase Tax Center.”
- Look for the TurboTax logo or a promotional link.
- Click the link to access TurboTax’s discounted pricing through Chase.
If a discount is available, you’ll be redirected to TurboTax’s affiliate page for Chase customers. From there, you can select the TurboTax product that suits your needs, sign in (if you already have a TurboTax account), and start your tax return. The discounted price should appear during the “Review Your Order” step.
What If the Chase TurboTax 2025 Discount Isn’t Working?
Sometimes, you might encounter issues with the promotional pricing, often due to security settings or cookies. If the discount isn’t applied, try these steps:
- Sign out of the TurboTax website.
- Clear your browser’s cookies and cache.
- Go back to the Chase Tax Center and click on the TurboTax link again.
- Sign back into TurboTax and proceed with your tax preparation.
If these steps don’t work, the discount may not be available this year. In that case, you can still use other affiliate discounts offered by TurboTax, which often provide similar savings.
Chase Freedom Cardholders and TurboTax Discounts
Chase Freedom cardholders may also qualify for discounts on TurboTax products. This is part of Chase’s broader set of perks for Freedom cardholders, which include:
- Cash Back Rewards: Earn cash back on every purchase, including TurboTax products.
- Introductory APR Offers: Enjoy 0% APR on purchases and balance transfers for a limited time.
- Chase Ultimate Rewards: Redeem points for a variety of options, including TurboTax discounts.
Check your Chase Freedom card benefits or the Chase Mobile app to see if you have any TurboTax-related offers available.
Filing Tax Documents Through Chase
Chase also simplifies the tax filing process by allowing you to import tax documents directly into TurboTax. Here’s how it works:
- Within TurboTax, search for “Chase” or “J.P. Morgan Securities” as your financial institution.
- Enter your Chase.com username, password, and identification code.
- Follow the prompts to securely import your tax documents into TurboTax.
This integration can save you time and reduce the chances of errors when entering financial data.
Final Thoughts
Whether you’re a Chase customer or simply looking for the best TurboTax discounts available in January 2025, there are plenty of options to help you save money while tackling your taxes. From the extra 10% off TurboTax’s federal online products to the 50% discount on QuickBooks Solopreneur, these deals make filing taxes a little more affordable and manageable.
If you’re a Chase customer, be sure to check your account and Chase Offers for additional perks. And if you’re not, don’t worry—TurboTax affiliates often provide similar discounts that you can take advantage of.
Tax season might not be anyone’s favorite time of year, but with the right tools and discounts, you can make it a whole lot easier.