To get your partner discount, be sure to always
start on the affiliate partner’s website, such as your bank, credit
union, insurance company, or other affiliate like Uber or Lyft. Select the
TurboTax link from the partner’s website to access your tax return in TurboTax.
Even if you just need to make a small change to your tax
return, be sure to start from the affiliate partner’s website and select the
TurboTax link. 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.
Just follow these steps:
1.
Go to the special website provided by your bank, credit union,
or insurance company and select the TurboTaxlink or icon.
o 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.
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.
If Your Affiliate
Partner Discount for TurboTax is Not Applied
If you followed the steps above and your affiliate
discount has not been applied, try deleting your cookies.
Then:
1.
Go back to the special website provided by your bank, credit
union, or insurance company and select the TurboTax link or
icon.
o This will take you to
the special TurboTax-branded affiliate site with the discounted pricing.
2.
Sign in to TurboTax and be sure to select the Take me to
my return button.
3.
Select Tax Tools on the left, and then Tools.
4.
Now select the My Fees button. It should show
the discount.
Still Having Problems?
The next step is to allow cookies. Then
follow steps 1-5 again.
