I am trying to use the USAA member perks discount.
It is found at: https://turbotax.intuit.com/microsite/home.htm?priorityCode=[phone number removed]&cid=all_usaa-taxcntr_aff_[phone number removed]
It clearly states that "OFFICERS File FREE for a limited time
Exclusive limited time offer from USAA, FREE federal taxes with TurboTax Online Deluxe†††
Simply use your military W-2, verify rank and your discount will be applied when you file."
With the fine print below stating:
"††† Limited time offer: free TurboTax Deluxe federal for active duty and reserve Officers between 12/1/23 and 2/29/24. Must start TurboTax from this USAA co-branded site and file by 2/29/24. Not valid for TurboTax Live Assisted products, TurboTax Live Full Service products, or TurboTax desktop products. All officers using products greater than Deluxe will get the USAA discount of 20%."
When I call the customer support they told me "If you have more than a W-2, it is not free. You will have to pay for everything" I said "It says it is free for the deluxe version" Customer service rep says "That is only free if you are just using a W-2, anything else you will need to pay. "
Doesn't make sense since that is not stated in the advertisement or fine print.
No. if you start Turbo Tax through the USAA website there should be no charge for adding additional W2's. The customer service rep was just relaying information to you as if this was a normal Turbo Tax free return. This is not true in your case.
Be sure you started your return through the USAA website and not through normal channels. Please view this link for specific instructions