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TurboTax 2008 online deals

Update 02/10: Go here for a version of this roundup updated for 2009 tax year

This is a roundup of the current promotions on the online version of TurboTax tax preparation software, the kind of software I have used for several years and will use this time as well.

Pick the type that fits your needs (Basic, Deluxe, Premier, or Home & Business), compare the prices below, and use the link to go to the promotion page. Bookmark it and make sure to use the same link every time you go back to continue your taxes.

It looks like I will go with Fidelity or USAA this year. I need Home and Business (both federal and state) and these companies offer the best discount. Please tell me which software you use. Also comment if you know any other on-going TurboTax promotion and I will update this blog post.

Open to everyone

1. Regular prices
Intuit currently offers free basic federal filing at their website.

Federal State Both
Basic $0.00 $25.95 $25.95
Deluxe $20.95 $34.95 $55.90
Premier $34.95 $34.95 $69.90
Home & Business $52.45 $34.95 $87.40

2. Promotion by Fidelity
Go to this page and click on “Visitor Entry”.

Federal State Both
Basic $11.20 $26.20 $37.40
Deluxe $22.45 $26.20 $48.65
Premier $37.45 $26.20 $63.65
Home & Business $56.20 $26.20 $82.40

3. Promotion by USAA
Use this link to get to the promotion page

Federal State Both
Basic $0.00 $19.45 $19.45
Deluxe $22.45 $26.20 $48.65
Premier $37.45 $26.20 $63.65
Home & Business $56.20 $26.20 $82.40

4. Promotion by T. Rowe Price
Use this link to get to the promotion page

Federal State Both
Basic $9.70 $34.95 $44.65
Deluxe $19.45 $34.95 $54.40
Premier $32.45 $34.95 $67.40
Home & Business $48.70 $34.95 $83.65

5. Promotion by Chase
Go to this page and click on “Save Now on TurboTax”.

Federal State Both
Basic $0.00 $25.95 $25.95
Deluxe $20.95 $34.95 $55.90
Premier $34.95 $34.95 $69.90
Home & Business $52.45 $34.95 $87.40

Open to company clients

1. Vanguard Flagship
Open to Vanguard Flagship Services™ and Asset Management Services clients. Go here for more info.

Federal State Both
Basic $0.00 $0.00 $0.00
Deluxe $0.00 $0.00 $0.00
Premier $9.95 $0.00 $9.95
Home & Business $48.70 $0.00 $48.70

2. Vanguard Other
Open to other Vanguard investors. Go here for more info.

Federal State Both
Basic $9.70 $34.95 $44.65
Deluxe $19.45 $34.95 $54.40
Premier $32.45 $34.95 $67.40
Home & Business $48.70 $34.95 $83.65

3. State Farm
This year State Farm is offering free Turbo Tax only to the first 25,000 bank customers to claim the offer. If you are a bank customer with them, login to your account and look for “FREE tax filing” on the left side.

TurboTax 2007 online deals

Update 02/10: Go here for a version of this roundup updated for 2009 tax year

Here is a roundup of current promotions on the online version of TurboTax tax preparation software, the kind of software I have used to prepare my taxes for several years and will use for 2007 tax year as well.

Pick the type that fits your needs (Basic, Deluxe, Premier, or Home & Business), compare the prices below, and use the link to go to the promotion page. Bookmark it and make sure to use the same link every time you go back to continue your taxes.

I prefer online TurboTax version over the downloadable one (or the one on CD) for several reasons. Here they are:

  • I don’t have to mess with installing software on my PC
  • Tax preparation is a lengthy process and I don’t want to be bound to a single computer
  • It includes free e-filing

Please tell me which software you use. Also comment if you know any other on-going TurboTax promotion and I will update this blog post.

Open to everyone

1. Regular prices
Intuit currently offers free basic federal filing at their website.

Federal State Both
Basic $0.00 $25.95 $25.95
Deluxe $29.95 $29.95 $59.90
Premier $49.95 $29.95 $79.90
Home & Business $74.95 $29.95 $104.90

2. Promotion by Fidelity
Go to this page and click on “Visitor Entry”.

Federal State Both
Basic $11.20 $22.45 $33.65
Deluxe $22.45 $22.45 $44.90
Premier $37.45 $22.45 $59.90
Home & Business $56.20 $22.45 $78.65

3. Promotion by USAA
Use this link to get to the promotion page

Federal State Both
Basic $0.00 $19.45 $19.45
Deluxe $22.45 $22.45 $44.90
Premier $37.45 $22.45 $59.90
Home & Business $56.20 $22.45 $78.65

4. Promotion by T. Rowe Price
Use this link to get to the promotion page

Federal State Both
Basic $10.45 $29.95 $40.40
Deluxe $20.95 $29.95 $50.90
Premier $34.95 $29.95 $64.90
Home & Business $52.45 $29.95 $82.40

5. Promotion by Chase
Go to this page and click on “Save 30% on TurboTax Online”.

Federal State Both
Basic $0.00 $29.95 $29.95
Deluxe $20.95 $29.95 $50.90
Premier $34.95 $29.95 $64.90
Home & Business $52.45 $29.95 $82.40

Open to company clients

1. Vanguard Flagship
Open to Vanguard Flagship Services™ and Asset Management Services clients. Go here for more info.

Federal State Both
Basic $0.00 $0.00 $0.00
Deluxe $0.00 $0.00 $0.00
Premier $9.95 $0.00 $9.95
Home & Business $48.70 $0.00 $48.70

2. Vanguard Other
Open to other Vanguard investors. Go here for more info.

Federal State Both
Basic $9.70 $29.95 $39.65
Deluxe $19.45 $29.95 $49.40
Premier $32.45 $29.95 $62.40
Home & Business $48.70 $29.95 $78.65

3. State Farm
You have to be registered on StateFarm.com and have “at least one product (Bank, Insurance and/or Mutual Funds) displaying on My Account page”.
If you do, login to your account and look for “FREE tax filing” on the left side. Preparation and filing is free.

TurboTax discounts and promotions

Update: I have updated this list for 2007 tax season. Go to TurboTax online deals for an updated version.

It is the tax time again and as usual I will be in search for discounts on tax preparation software. As with everything else I try to do the taxes myself. It helps me to understand better how the system works and to make smarter financial decisions down the road.

Since I love to do everything online some time back in 1998 I did a research on what online tax preparation is the best and TurboTax by Intuit came out the winner. Ever since I really don’t have much of a choice (not that I complain) since TurboTax saves my time by exporting the last year data to the new return application and I would hate to have to enter all of it again if I had to switch.

So I fired my favorite bargain hunting tool and did a search on TurboTax deals. Here is a roundup of what I found. Most of these deals are really promotions for customers of other services or programs but judging from the last year many will work even if you are not a customer (I will mention exceptions).

Important: Make sure to start and finish your application using the same link. The offer will not work if you go to TurboTax directly to continue the application you started using one of the links below.

Turbotax promotion Federal State Total cost (*)
Provided by USAA 20% off 20% off Basic: $32.70
Deluxe: $44.70
Provided by Fidelity 35% off None Basic: $35.67
Deluxe: $45.42
Provided by Bank of America 25% off None Basic: $37.15
Deluxe: $48.40
State Farm customers:
logon to you account, look for
“FREE tax filing” on the left side.
Free Free Basic: Free
Deluxe: Free
Provided by Vanguard
(Vanguard customers only)
Varies Varies Varies
Provided by American Centrury
(American Century customers only)
20% off 20% off Basic: $35.67
Deluxe: $45.42
Provided by Comcast
(Comcast customers only)
30% off None Basic: $36.42
Deluxe: $46.92

(*)Total Cost assumes TurboTax prices before discount as follows: $14.95 - basic federal, $29.95 - deluxe federal, $25.95 - state

In addition Intuit is running a Free TurboTax promotion which is a whole different product. It is lacking many of the advanced features and will probably fit college students or other folks who are single and rent (vs own) their home. Click here to learn more about the limitations.

Do you know other TurboTax discounts? Add them in your comments.

Update 02/22: The price for online state tax return is now $29.95 (up from $25.95 at the time of writing this report)




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