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expired Posted by i_CEO • Jan 16, 2021
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expired Posted by i_CEO • Jan 16, 2021

Amex Offers: Make Purchase Online at TaxAct (Prepare/Filing Taxes) & Receive

(Up to $60; Valid for Select Cardholders)

30% Credit Back

Amex Offers
82 Comments 62,342 Views
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Deal Details
American Express via Amex Offers is offering select American Express Cardholders: 30% Off Statement Credit when you make purchases online at TaxAct.com (Up to $60 limit in total statement credits) by April 15, 2021.

Thanks to community member i_CEO for finding this deal

Note, offer/availability may vary by cardholder. Please login to your American Express account to see if you're eligible to add the offer to your card.

Purchases may include preparing/filing taxes via the TaxAct site

Editor's Notes

Written by Discombobulated | Staff
  • Enrollment is limited
  • Limit 1 enrolled card per card member across all American Express offer channels
  • Limit of $60 in total statement credits per card member
  • You must add the offer to your cart and use the same card to purchase to receive eligible statement credit (the enrolled card must not be cancelled/past due to receive statement credits)
  • Statement credit will appear on your billing statement within 90 days after April 15, 2021, provided that American Express receive information from the merchant about your qualifying purchase
Additional Note
  • Please check the community Wiki for helpful links/offers. These links are helpful in case you do not partake in this deal/qualify for it
  • Please refer to the forum thread for additional details - Discombobulated

Original Post

Written by i_CEO
Community Notes
About the Poster
Deal Details
Community Notes
About the Poster
American Express via Amex Offers is offering select American Express Cardholders: 30% Off Statement Credit when you make purchases online at TaxAct.com (Up to $60 limit in total statement credits) by April 15, 2021.

Thanks to community member i_CEO for finding this deal

Note, offer/availability may vary by cardholder. Please login to your American Express account to see if you're eligible to add the offer to your card.

Purchases may include preparing/filing taxes via the TaxAct site

Editor's Notes

Written by Discombobulated | Staff
  • Enrollment is limited
  • Limit 1 enrolled card per card member across all American Express offer channels
  • Limit of $60 in total statement credits per card member
  • You must add the offer to your cart and use the same card to purchase to receive eligible statement credit (the enrolled card must not be cancelled/past due to receive statement credits)
  • Statement credit will appear on your billing statement within 90 days after April 15, 2021, provided that American Express receive information from the merchant about your qualifying purchase
Additional Note
  • Please check the community Wiki for helpful links/offers. These links are helpful in case you do not partake in this deal/qualify for it
  • Please refer to the forum thread for additional details - Discombobulated

Original Post

Written by i_CEO

Community Voting

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Top Comments

dadab
8162 Posts
1035 Reputation
Was with them many years. I dumped them 2 years back when they stopped $12 federal + state
ak1
300 Posts
38 Reputation
For those that use TurboTax, Chase Offers has 10% off if you use:
- Sapphire Reserve
- Freedom
- Freedom Unlimited

there may be others but I have the above and saw it there. Not as much as 30% for this deal but some are picky on their tax providers
kizernal
476 Posts
80 Reputation
I have been using them forever but they keep raising the price of the downloadable software that it might be time to move on. I really liked the ability to fill in fields direct on the forms vs having to do the Q&A for everything.

81 Comments

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Jan 18, 2021
86 Posts
Joined Jan 2016
Jan 18, 2021
SoccerManNick
Jan 18, 2021
86 Posts
Quote from kizernal :
I have been using them forever but they keep raising the price of the downloadable software that it might be time to move on. I really liked the ability to fill in fields direct on the forms vs having to do the Q&A for everything.
Same here - been using them the last 7 years but last year ended up costing me $130. Their state file is almost $50. I'm planning to move on unless they offer a deep discount of some sorts. Suggestions (that include rental properties)
Expert
This user is an Expert in Computers
Jan 18, 2021
2,390 Posts
Joined Dec 2012
Jan 18, 2021
coolchicagoguy
Expert
This user is an Expert in Computers
Jan 18, 2021
2,390 Posts
I had this last year and this year as well. I thought I was getting a deal by getting 30% back on the $60 I paid for the Premier and was happy with my $18 savings until I spoke to my neighbor friend who did the same after hearing it from me.

He was able to talk to TaxAct customer care and haggle it down to the point that he was paying around $60 for Federal and two State returns including e-filing. He was able to give some excuse about COVID and that the $200-220 something that TaxAct wanted was too steep. The rep immediately discounted it heavily which he paid using his AmEx and got 30% credited back.

TLDR; Don't hesitate to haggle before you settle down to pay for your TaxAct service with your AmEx. You may end up with a slightly or a much better deal depending on who you get.
Jan 18, 2021
57 Posts
Joined Jul 2017
Jan 18, 2021
zabb
Jan 18, 2021
57 Posts
Quote from kugel :
Mind you, if you sold stock in 2020, then you need the "Premier" tier for Capital Gains and Losses, Schedule D.
Wrong. Deluxe will do it.
Jan 19, 2021
177 Posts
Joined Jan 2020
Jan 19, 2021
bricyboy
Jan 19, 2021
177 Posts
Quote from awhiteguy :
Who do you use now?
I use Credit Karma. It is free and they do state taxes for free as well. Obviously it is free because they use your data to try to sell you stuff but TaxAct, TurboTax, HR Block all do similar things as well, they just charge you up the wazoo to do it.
Jan 19, 2021
57 Posts
Joined Jul 2017
Jan 19, 2021
zabb
Jan 19, 2021
57 Posts
Quote from bricyboy :
I use Credit Karma. It is free and they do state taxes for free as well. Obviously it is free because they use your data to try to sell you stuff but TaxAct, TurboTax, HR Block all do similar things as well, they just charge you up the wazoo to do it.
You could be right if we are talking about web hosted tax application. But I prefer desktop tax applications: it puts me in a better control of my privacy. Also it allows to easier compare filing jointly vs separately.
Jan 20, 2021
33 Posts
Joined Jun 2013
Jan 20, 2021
robs4
Jan 20, 2021
33 Posts
Nice!
Jan 23, 2021
810 Posts
Joined Sep 2016
Jan 23, 2021
frozenthorn
Jan 23, 2021
810 Posts
Surprisingly neither of my amex cards have tax act offer, only H&R Block

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Jan 27, 2021
248 Posts
Joined Feb 2014
Jan 27, 2021
cashrevert
Jan 27, 2021
248 Posts
People should watch a tax-return episode of Patriot Act on Netflix. F all these companies.
Pro
Feb 8, 2021
1,823 Posts
Joined Sep 2006
Feb 8, 2021
addtd2sd
Pro
Feb 8, 2021
1,823 Posts
$44 for a state e-filing? that's more expensive than Turbotax!
Feb 11, 2021
1,012 Posts
Joined Oct 2008
Feb 11, 2021
cool2590
Feb 11, 2021
1,012 Posts
does anybody knows if Taxact support Charles schwab to load stock transaction data for calculation of capital gain. doing manually will take so much effort.
Feb 11, 2021
19 Posts
Joined Aug 2020
Feb 11, 2021
Phython-Geek
Feb 11, 2021
19 Posts
Great deal!
Mar 2, 2021
82 Posts
Joined Oct 2007
Mar 2, 2021
mamzy
Mar 2, 2021
82 Posts
I need to file 2 states so the $45 Tax Act charges is a deal breaker for me even if Federal is free. Tax Act used to offer great deals like they did last year ($5 Federal and $5 for each state), but if they don't offer anything by mid March I'm going with freetaxusa. Their interface isn't the greatest but if you match the numbers with what you get in Tax Act or TurboTax it shouldn't be too hard. Federal is totally free + $12.95 per state. There is also a 10% coupon that you can easily find on Google, and 15% CB if you go through urlhasbeenblocked. (the wait to get your CB is usually months though). Ends up less than $20 in my case for Fed and 2 states.
Pro
Mar 7, 2021
868 Posts
Joined Jun 2010
Mar 7, 2021
SDNovice
Pro
Mar 7, 2021
868 Posts
Quote from cool2590 :
does anybody knows if Taxact support Charles schwab to load stock transaction data for calculation of capital gain. doing manually will take so much effort.
No, TaxAct only supports Fidelity, TD Ameritrade, Ameriprise, Betterment, UBS, Raymond James, Form8949 and GainsKeeper. However they do support capital gain excel/csv import; you do have to type them in an excel, save them as csv and import; its pretty simple if you can type them in an excel. From what I know, H&R Block and TurboTax has the most support for electronic import from the brokerages (or PDF form upload).
Pro
Mar 7, 2021
868 Posts
Joined Jun 2010
Mar 7, 2021
SDNovice
Pro
Mar 7, 2021
868 Posts
Quote from mamzy :
I need to file 2 states so the $45 Tax Act charges is a deal breaker for me even if Federal is free. Tax Act used to offer great deals like they did last year ($5 Federal and $5 for each state), but if they don't offer anything by mid March I'm going with freetaxusa. Their interface isn't the greatest but if you match the numbers with what you get in Tax Act or TurboTax it shouldn't be too hard. Federal is totally free + $12.95 per state. There is also a 10% coupon that you can easily find on Google, and 15% CB if you go through urlhasbeenblocked. (the wait to get your CB is usually months though). Ends up less than $20 in my case for Fed and 2 states.
Yeah, TaxAct pricing is ridiculous this year. Its expensive than H&R block even though they lack many of the functionalities of H&R Block.

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Mar 7, 2021
793 Posts
Joined Dec 2019
Mar 7, 2021
FabulousBike6172
Mar 7, 2021
793 Posts
Quote from SDNovice :
Yeah, TaxAct pricing is ridiculous this year. Its expensive than H&R block even though they lack many of the functionalities of H&R Block.
HR Block is clumsy
Winner is TT!!

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