TurboTax gives this advice:
To get
your partner discount, make sure to prepare your taxes at the special TurboTax
site provided by your bank, credit union, or insurance company – not
at TurboTax.com, which charges the non-affiliate price.
- Go to the
special website provided by your bank, credit union, or insurance company
and click the TurboTax link or icon. This will take you
to the special TurboTax-branded affiliate site with the discounted
pricing.
- Select
your product, sign in, and start on your tax return.
- 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.
Please
note that our agents are unable to apply or issue refunds for affiliate
discounts if the return was prepared at the regular TurboTax.com site.