Update 12/28/24: Deal is back, this time $20 cashback with $39 purchase.
Update 1/1/24: Deal is back for $10 off $39, valid through 3/1/24
The Offer
Check your Chase Offers and other banks for the following deal:
- Earn $10 cash back on your TurboTax purchase, when you spend $39 or more. Make a single purchase of $39 or more online at this TurboTax site.
A number of banks use the same back end for these offers. This includes: Chase, Bank of America, Regions Bank, Suntrust Bank, BBVA, BB&T, PNC, Columbia Bank, Beneficial Bank, and Christian Community CU. You can read this post for more information.
The Fine Print
- Payment must be made directly with merchant.
- Cash back may not be processed for over 30 days or until a complete future billing cycle.
Our Verdict
A nice discount for TurboTax users. There are some free filing options out there as well; this offer is useful for someone who needs a paid version. Also get 1,000 Southwest points with any version.
Post History:
- Update 12/22/22: Available again through 4/18/23. No minimum spend this time. (There’s also $10 off $50 Amex Offer showing now as well.)
fyi, this usually works for paying the state e-filing fee. at least it worked last year
Oh thanks for the info!
Yeah, I used a Chase offer for the state e-filing fee last year. But note the $35 minimum on some of these offers is probably more than your e-filing fee will be. But my Chase cards have a version of it with no minimum.
e-filing an extra state for us was $40 ymmv
With the download version or online? For the download, you have to pay for the second state software, then separately for the e-file.
That’s crazy. Print it out and mail it.
Citi’s offer also has no minimum purchase.
The citi offer shows a minimum purchase of $39 for me.
You’re responding to a comment from 2 years ago.
🤣 my bad thanks for pointing it out.
Does ot work to cover taxes owed?
😀
If the tax payment is coded the same as other TurboTax charges, it should work. They charge 2.49% (instead of 1.85% from PayUSAtax), so if your tax owed is >=$1563.50, the fee is more than the credit. I don’t think you can split pay through TT to use the offer from multiple cards.
That fee is $25 ($15 if purchased through Costco or Sam’s), so it would only trigger this credit if you efile for 2 states (and at that point you need to pay for at least one other state plugin)
is it better to use Amazon download? Right now Premier (federal state) = $82
I used the Chase offering today to buy desktop download of Deluxe with state, for a net of $43 plus sales tax. Full price is $80. Here’s how:
I already had an Intuit login. I logged into Chase, and started from the Chase Offers page which lists many dozens of deals for a specific credit card; I chose a card that offered $20 back on this deal, and I activated that offer; that generated a link to click to get to Intuit from within that Chase deal, and that led me to an Intuit page, where I logged in to Intuit. From there, it was a bit of a struggle to find how to get the offerings for Desktop instead of online Turbotax, but once I found that I saw that Intuit’s sale price of $70 was marked down to $63 (10% off thanks to Chase), and I completed the purchase within Intuit from there, specifying the Chase card for which I activated the offer. I expect to receive the $20 back from Chase, so that my net cost will be $43.
For comparison, Amazon and Costco are selling the same product today for $55.99, and I could get 5.25% back on that purchase for net cost of $53.05. So it’s a $13 savings.
A downside to doing the purchase through Chase and Intuit, as I did, is the effort required to get that $13. It is easier to just buy directly from Amazon.
The $70 (before discount), does not include a state filing, so I assume we’ll have to pay that when we file?
How did you go from the online TurboTax to the Desktop offerings? I can’t seem to figure it out.
The Costco deal includes a $10 credit towards a state filing so the savings for the Chase deal are $3, not worth the hassle I suppose.
How did you find the Desktop offerings after logged in to Intuit? I couldn’t find it.
https://turbotax.intuit.com/
File your taxes -> TurboTax Desktop
“here are some free filing options out there as well; this offer is useful for someone who needs a paid version”.
Chances are if you browse this forum with any regularity, you need the paid version.
The Turbotax software is available for 39, but after the 10% discount Turbotax gives you it is 35.10. This does not seem to qualify for the 39 minimum purchase. Am I missing something?
Mines shows up as
$40 for the Deluxe Federal Only, $36 after the chase discount,
$39.20 with taxes – $20 chase offer = $19.20
$70 for Deluxe with State, $63 after the chase discount,
$68.59 with taxes – $20 chase offer = $48.59
or go with bigger (if you have) fidelity discount of 25% or 30% and use your chase cc for $20
or wait for the amz deal of $46 w/ $10 amz giftcard
Thanks – I don’t see the deluxe federal only option on that chase affiliate site.
why not just file with FreeTaxUSA? it’s like 15 bucks for state and free for federal
52.50 for deluxe ver – $20 cb = $32.5
last year i bought from amazon for $44.99.
Deal is back, but $20 back instead of $10.
BoA:
102 days remaining as of 12/28/24.
“Offer valid one time only. Purchase must be made directly with merchant.Offer not valid on third-party websites. Payment must be made on or before the offer expiration date. Minimum purchase of $39 required. Maximum cash back of $20.”
Chase FreedomFlex:
Offer detailsEarn $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
similar offer on my citi card, get $20 back on a purchase of $39 or more. expires 4/16/25
is it possible to file federal(I have two smllc) with one card and then file state with another card?
Bought another state for $45 with Chase card, got $10 back, so valid for 2024 still