To get a partner discount such as from your credit union, you have to go to the credit union website and begin your return there at a special promo link, and not at the Online TurboTax website. There should be a link at the partner site to take you a special promo website with a very complex URL. That's how it knows to apply the discount prices for your credit union. Then you go back there each time to work on, and most importantly, you have to finish and file at the special portal so it will recognize the discount.
As for free products, there are 2. The regular Federal Free Edition is for simple
1040A or 1040EZ returns. It is currently free for both the Federal
return and State return under the "Absolute Zero" promotion, which will
likely expire sometime late winter, when there will then be a fee for
the state return.
TurboTax also has another free product called
the FREEDOM Edition (not to be confused with the regular Free
Edition). It has free Federal preparation AND free State preparation.
There is no efiling fee.
The
Freedom Edition is more fully-featured than the regular Free
Edition. The Freedom Edition can prepare Schedule A, C, D, E, F and enter K-1
that the Free Edition cannot. It will prepare a Form 1040 return, or 1040A or
1040EZ.
For Freedom Edition a user needs to meet only ONE of
these qualifications:
- AGI of $33,000 or less
- or
active duty military (including Reservists and National Guard) with a
military-issued W-2 and a 2017 AGI of $66,000 or less
- or eligible for the Earned Income Credit (EIC aka EITC).
The FREEDOM Edition is located at the following site:
https://turbotax.intuit.com/taxfreedom
Here's how to switch and start over in Freedom
Edition (requires new account at the Freedom website)
https://ttlc.intuit.com/questions/2026912-how-do-i-switch-to-turbotax-freedom-edition
