Wednesday, February 11, 2009

Tax Return Savings

For each of the past 10 years, I have used TurboTax online to do my taxes. It's simple, makes filling out my taxes easy, and automatically carries my information forward from year to year.

Every year I have managed to find referral links or codes to reduce the cost of using the service. In recent years, I have been somewhat amazed at the varied levels of discounts that can be had, simply by finding the correct links. In most cases, no validation or verification is required either - you simply need to have the right link.

To simplify the process for others who might be interested, I am listing a small sampling of the links that I found this year

10% from my local bank (link removed - these are available through nearly every bank though)

15% from ADP
http://turbotax.intuit.com/microsite/home.jsp?priorityCode=3468344608&cid=all_probus_aff_3468344608&_requestid=109256

25% from Fidelity (This link does require proof of a Fidelity account via login)
http://personal.fidelity.com/planning/tax/tax_content.shtml

25% from USAA
http://turbotax.intuit.com/microsite/home.jsp?priorityCode=3468339893&requestId=&cid=all_usaa&_requestid=7998

30% from Chase
http://turbotax.intuit.com/microsite/home.jsp?priorityCode=3468340361&cid=all_chase_aff_3468340361&_requestid=109228

35% from T Rowe
http://turbotax.intuit.com/microsite/home.jsp?priorityCode=3468339796&cid=all_trowep1_aff_3468339796&_requestid=22321


I personally used the 35% link from T Rowe, and did indeed receive the appropriate discount.

One other important point - if you do your taxes in multiple sessions, be sure to use one of these links the very last time when you submit the taxes and pay. If you do not use the link at that time, you will not receive the discount. You should be able to verify before ever authorizing the credit card payment that you will receive the correct discount.