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How do I get my TurboTax affiliate partner discount?

by Intuit Updated 2 months ago

To get your partner discount, start on the affiliate partner’s website, such as:

  • Your bank or credit union
  • Insurance company
  • 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. Do not start directly at TurboTax.com, which charges the nonaffiliate price.

To get the discount:

Note: If your TurboTax navigation looks different from what’s described here, learn more.

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

Note: Our specialists 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 isn't applied

If you followed the preceding steps and your affiliate discount has not been applied, try deleting your cookies. Then follow these steps:

Note: If your TurboTax navigation looks different from what’s described here, learn more.

  1. Go back to the website provided by your bank, credit union, or insurance company, and select the TurboTax link or icon. This will take you to the 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. Select My Fees. It should show the discount.

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