How do we apply the Suncoast Credit Union member discount if we don't receive tax documents like the 1099?

[ReginaM]

To get your Sun Coast Union discount, be sure to start on the Sun Coast Union website. Select the TurboTax link from the website to access your tax return in TurboTax. By doing this, the system recognizes the affiliate partner and then applies your discount.

Do not start directly at TurboTax.com, which charges the non-affiliate price.

Follow these steps:

1. Go to the special website provided by your bank, credit union, or insurance company and select the TurboTax link or icon.
   • This will take you to the special TurboTax-branded affiliate site with the discounted pricing.
2. Select your TurboTax product, sign in, and start on your tax return. (If you already set up an account at TurboTax, just sign in to work on your return).
3. When you get to the Review your order screen (in the File section) you'll see the discounted price along with the message, Your discount has been applied.

If your Sun Coast Union Discount for TurboTax is not applied and you followed the steps above, try deleting your cookies.

To verify the fees charged to you follow these steps:

1. Go back to the special website provided by your bank, credit union, or insurance company and select the TurboTax link or icon.
   • This will take you to the special TurboTax-branded affiliate site with the discounted pricing.
2. Sign in to TurboTax and open or continue your return.
3. Select Tax Tools on the left, and then Tools.
4. Now select the My Fees button. It should show the discount.

[Asant92]

Hello, I forgot to go through my credit union suncoast to get this discount is there a way to fix this? I have always used turbo tax since 2012 I believe and every year I forget to go through the program. It would also be nice if you have our credit union account numbers to give this as an option when checking out just like the packages offered. 

[MoniqueLO_]

Please feel free to contact Customer Support so they can assist you. If you inquire about a refund, you will want to use the keywords billing issues when you call so you get to the right person.

@Asant92