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TurboTax — Frequently Asked Questions

How do I get a TurboTax discount code?

TurboTax seldom offers discount codes — instead, begin a TurboTax Free tax return and keep an eye out for pop-ups offering discounts on TurboTax service packages as you file. Be sure to check Savings.com for the latest TurboTax coupons and special offers.

What does TurboTax consider a “simple tax return?”

Simple tax returns are returns filed without additional unique circumstances such as stock earning, self-employment income, or rental income. Simple tax returns may include W-2 income, limited interest and dividend income, unemployment income, deductions for student loan interest, standard deductions, and child tax or earned income tax credits.

Can I get a TurboTax veteran’s discount?

No. At this time, TurboTax military discounts are only available for active-duty and reserve members of the military. Officers, veterans, and National Guard members do not qualify for TurboTax discounts.

What do I need to get started on TurboTax?

You only need an email address to get started on TurboTax. It’s not necessary to find your W-2 or 1099s, because TurboTax can import that information directly from thousands of participating employers and financial institutions. Complicated tax situations will require additional documents, in which case you should have them ready when filing.

Does TurboTax offer live help?

Yes, sign up for TurboTax Live to schedule an online chat or video call with one of TurboTax’s tax experts. You can also request to have an expert review your tax return with you before you file.

Can I file my state tax return with TurboTax?

Yes, you can file your state return after filing your federal return with TurboTax. You will be asked additional questions to determine the best route for filing your state return (e-file or print and mail). An additional charge may be required, as state programs are separate from federal programs.

Is it cheaper to use TurboTax online or its software?

It depends on how many people are filing taxes and how much you want to invest in TurboTax’s software. Prices for online services differ from CD/download software. It’s more cost-effective to go the software route if multiple people are filing their federal and state returns.

Is there a catch to TurboTax’s free edition?

Not if you have a simple return. Based on your answers to a few questions, TurboTax might redirect you to one of their paid editions if they determine that your return extends beyond W-2 income and the standard deduction. As a general rule, start with the free edition, and remember that you don’t have to pay anything until you’re ready to file.

What’s the difference between the Deluxe and Premier editions of TurboTax?

While both editions include similar features, including the same number of federal and state e-filings, TurboTax Deluxe is better suited for tax filings if you have high medical expenses, own a home, or have made charitable donations. Meanwhile, TurboTax Premier is recommended for tax filings if you have more complicated assets such as rental properties, stocks and bonds, and trust beneficiaries to account for.

Can I get a wholesale discount on TurboTax at Costco?

Yes. You can get a one-time $10 credit for in-product add-ons when you purchase these TurboTax CD and desktop products from Costco, Sam’s Club, or BJ’s Wholesale:

  • TurboTax Deluxe (Federal only)
  • TurboTax Deluxe (Federal and State)
  • TurboTax Premier
  • TurboTax Home & Business
  • TurboTax Business

Once you install and activate TurboTax, you’ll see the $10 credit automatically applied to the first optional add-on feature or service you purchase. TurboTax offers one $10 credit per license code.

Does TurboTax’s filing services cover audits?

Yes, TurboTax offers an audit support guarantee, which gives you free audit guidance year-round when you prepare your taxes with them using the TurboTax Individual, TurboTax Live Assisted Business, or TurboTax Full Service Business plans. If you receive a letter from the IRS for a return you filed through TurboTax, you can visit the TurboTax Audit Support Center and get individual Q&A support with a tax professional.

Can TurboTax amend my previous tax return for free?

Yes — as long as you’re using the same edition of TurboTax when you submit your amended tax return, you won’t need to pay any additional charges. However, if you need an upgraded edition of TurboTax to file your amended return due to additional deductions, they’ll charge you the difference from the previous edition.

TurboTax Info & Tips

A Secret Tax Hack From Jordan Nishkian, Your TurboTax Deals Expert

Make tax season a breeze with TurboTax, and save extra on your tax filing once April comes around. TurboTax offers a reliable way to do your taxes while allowing you to pay for only as much as you need. Though they do offer a free version of their tax filing services, my taxes are usually a little more complicated — which is why I was glad to pay for my filing according to my needs. After submitting my documents and following their easy-to-follow instructions, I was done in less than an hour. I also shared TurboTax with a friend, so I got $20 off the total price.


While TurboTax offers a few ways to save on their tax services, they also have a ton of free resources to help you navigate the tax filing process. From tips for joint filings to tax calculators, there’s plenty of chances to discover expert advice without paying expensive fees.

People doing taxes

TurboTax Self-Employment Discount

Look for special discounts geared toward entrepreneurs and other self-employed individuals at TurboTax. They usually have a coupon code for the self-employment version of their tax software, and they’ve offered a $25 discount in the past. You’ll almost always find a self-employment discount, so make sure to look for one before finishing your tax filing at TurboTax.

File Taxes Early for the Biggest Discounts

Getting your taxes done early is always a great idea, and you’ll usually get extra savings filing your taxes early through TurboTax. They offer their best prices in January and February, with discounts around 25% off for tax filings.

Stay Savvy With Expert Tax Tips

Get the answers you’re looking for and stay on top of your taxes by browsing TurboTax’s free tax tips library. Discover new ways to find tax deductions with tips and articles written and reviewed by tax experts and CPAs, whether you’re buying a home or investing in cryptocurrency. TurboTax offers valuable guides to tax payers in all categories — including health care, rental properties, and tax relief.

Maximum Refund Guarantee

TurboTax has a maximum refund guarantee, which means they’ll refund the price you paid for their tax services if you get a larger refund or smaller tax amount due from another tax preparation method. This applies even for tax filings through the TurboTax Free Edition, which entitles you to up to $30 in payment.

Refer a Friend for Extra Rewards

Take advantage of the TurboTax referral program and earn a $25 TurboTax gift card for every friend you introduce to TurboTax. Even better, your friend will get 20% off their first tax filing as well. Use your unique link to invite friends via text or email and earn up to $500 in gift cards through referrals. It’s an easy way to get some extra spending money while sharing the savings at TurboTax, especially during tax season.

How do I apply my TurboTax coupon code?

  1. Select a TurboTax product to purchase.
  2. Create a TurboTax account or log into your existing account.
  3. Go to Checkout to complete your purchase.
  4. Enter your TurboTax coupon code in the provided field.
  5. Click the “Apply" button and finish the checkout process.

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