Military Discount

[Esnedden]

I never had to pay for Turbo Tax because of my military status but this year it wouldn't allow me to proceed without paying. This seems to be an issue across the board. I tried to contact the support and no one took my call or answered my chat. I won't be using this service again if I can't get the assistance I need. 

[SharonD007]

To ensure that you get the military discount, review your entries in the personal info section. 

1. Open TurboTax
2. Select the dropdown by My info and select Edit
3. Select Edit under Personal profile and check your entries
4. Make sure that you have shown your military status as of December 31, 2024?
5. Make sure that you entered your highest military pay grade in 2024
6. Enter an answer for combat zone or hazardous duty area you served in during 2024
7. Select a state and select Assignment detail

On the next screen you will see the message: Yes! You qualify for our enlisted military discount.

Refer to the TurboTax Blog TurboTax Offers Free Tax Filing for Military Active Duty and Reserve.

[mesquitebean]

@Esnedden 

I'm sorry you had that difficulty.  One possibility is if you used any LIVE products, or any other add-ons.  Did you happen to end up in Live TurboTax by mistake?

There's another tricky step that messes up some military discount filers, which is this one:

On a screen after you enter the W-2 from DFAS, you will ultimately see a screen that ask something like "Let's check for uncommon situations" or "Does your W-2 have any of these uncommon situations?"  or words to that effect.  It shows maybe 10-11 things with check boxes.   Folks have to be sure to again indicate there that you are "active duty military."   I don't know why the program asks you twice to indicate "active duty", but it must be checked again there.

Did you end up paying for it?   If so, and if you can't get help from TurboTax Support, you can escalate to the liaison in the office of the president of Intuit to see if they will do anything.   They say they will respond to you in about 1 business day.  Here's the contact form:

https://www.intuit.com/company/contact/office-of-the-president/