How do you receive the AMEX discount?

Answer

In order 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.

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 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.

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.
    • 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.


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Also, I have included steps on how to contact the Turbo Tax customer service, you are welcome to call to see if any additional assistance can be provided:

Please Sign in to Turbo Tax Online if you're not already signed in, next, select Help (the "question mark" bubble) in the upper-right corner, and then Contact us. You will enter your question, select Continue, and then follow the onscreen instructions to call us, get a callback, or schedule a call (options vary depending on your question).

The above is the best and most efficient way for you to connect with the right person so that you can get the help you need. But if you still require assistance, you can contact us at (800) 446-8848.

[Español]

The best and most efficient way for you to connect with the right person to get the help you need is to select the version you are using below.

We're open Monday through Friday* from 5 AM to 5 PM Pacific.

* Closed December 24–25 (Christmas holiday) and December 31–January 1 (New Years holiday)

TurboTax Online

  1. Sign in to TurboTax Online if you're not already signed in.
  2. Select Help in the upper-right corner, and then Contact us.
  3. Enter your question, select Let's talk, and then follow the onscreen instructions to call us, get a callback, or schedule a call (options vary depending on your question).
    • Free Edition (without PLUS): When you select Talk to a specialist, you'll be asked to add PLUS benefits first.

The above is the best and most efficient way for you to connect with the right person so that you can get the help you need. But if you still require assistance, you can contact us at (800) 446-8848.

TurboTax mobile app

(If using TurboTax on your mobile device's browser, use the TurboTax Online instructions instead.)

The TurboTax mobile app uses SmartLookTM technology to connect you with a support specialist. You can also opt for a callback:

  1. Sign in to the mobile app if you're not already signed in.
  2. Select the  in the upper-right corner to open the TurboTax Virtual Assistant.
  3. Select Get live help, then enter your question.
    • Free Edition (without PLUS): When you select Get live help, you'll be asked to add PLUS benefits first.
  4. Select Talk to a specialist.
  5. Select Connect me to connect via SmartLookTM and a TurboTax specialist will connect to your screen and guide you.
  6. Select No thanks if you want a callback instead.
    • If you selected No thanks, be sure to also tap OK, sounds good to set up a callback.

The above is the best and most efficient way for you to connect with the right person so that you can get the help you need. But if you still require assistance, you can contact us at (800) 446-8848.

TurboTax CD/Download software

  1. Go here to go to our Contact us page.
  2. Select your product (CD/Download Mac or CD/Download Windows), your edition (Basic, Deluxe, etc.), ask your question, then select Continue.
  3. On the following screen, enter your contact info, then select Get the phone number.

The above is the best and most efficient way for you to connect with the right person so that you can get the help you need. But if you still require assistance, you can contact us at (800) 446-8848.


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