How do I get TurboTax free from USAA as a military officer?

Forum|Forum|1 year ago
February 3, 2025
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xmasbaby0

Employee

MILITARY DISCOUNT

https://turbotax.intuit.com/personal-taxes/online/military-edition.jsp

(There are no military discounts on “Live” versions, the CD/download or on add-on features)

In the My Info section of the program indicate that you are active military. You must enter a Military W-2 in the Wages & Income section and after completing the W-2 on the screen labeled Let's check for uncommon situations you will need to check the box Active military duty

When you are at the end of preparing your return you should not be charged

From USAA?

AFFILIATE DISCOUNT

https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/get-turbotax-affiliate-partner-discount/L4ViVaZOr_US_en_US?uid=m5xwx28k

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

BrittanyS

TurboTax does offer free filing for active military. According to TurboTax, the military discount applies to "Enlisted (E-1 through E-9) active duty and reserve personnel are eligible for the Military Discount. Commissioned officers, warrant officers, veterans, retirees and National Guard do not qualify for free TurboTax Online discount at this time."

To receive in TurboTax you will need to select active military in the about you section. Then enter your military W-2. The discount will be applied at checkout.

@j-sam-fletcher

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j-sam-fletcherAuthor

I figured it out.

Not only do you need to be logged in via the USAA link, I also had to list my "Occupation" as "Military Officer," and then ensure my Profile listed me as a Armed Forces Member (or whatever it said exactly). Fixing both of the latter two did the trick.