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New Member
posted Feb 2, 2025 5:12:36 PM

How do I get TurboTax free from USAA as a military officer?

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3 Replies
Level 15
Feb 2, 2025 5:21:25 PM

MILITARY DISCOUNT

https://turbotax.intuit.com/personal-taxes/online/military-edition.jsp

 

(There are no military discounts on “Live” versions, the CD/download or on add-on features)

 

In the My Info section of the program indicate that you are active military.  You must enter a Military W-2 in the Wages & Income section and after completing the W-2 on the screen labeled Let's check for uncommon situations you will need to check the box Active military duty

 

When you are at the end of preparing your return you should not be charged

 

 

 

From USAA?

AFFILIATE DISCOUNT

https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/get-turbotax-affiliate-partner-discount/L4ViVaZOr_US_en_US?uid=m5xwx28k

 

Expert Alumni
Feb 2, 2025 5:28:51 PM

TurboTax does offer free filing for active military.  According to TurboTax, the military discount applies to "Enlisted (E-1 through E-9) active duty and reserve personnel are eligible for the Military Discount. Commissioned officers, warrant officers, veterans, retirees and National Guard do not qualify for free TurboTax Online discount at this time."  

 

To receive in TurboTax you will need to select active military in the about you section.  Then enter your military W-2.  The discount will be applied at checkout.

 

@j-sam-fletcher 

New Member
Feb 2, 2025 5:35:02 PM

I figured it out.

 

Not only do you need to be logged in via the USAA link, I also had to list my "Occupation" as "Military Officer," and then ensure my Profile listed me as a Armed Forces Member (or whatever it said exactly).  Fixing both of the latter two did the trick.