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expiredSpock1234 posted Dec 28, 2023 2:41 AM

Costco Members: TurboTax 2023 + $10 Add-on Credit: Deluxe (Federal + State)

$45

$56

19% off
PC or Mac Digital Deliveryat Costco Wholesale
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Deal Details
Costco Wholesale has for its Members: Intuit TurboTax 2023 Tax Software + $10 Credit Towards In-Product Add-Ons (PC/Mac Download) on sale for $44.99.

Thanks to Community Member Spock1234 for sharing this deal.

Features:
  • Includes 5 Federal E-Files + 1 State Download (State E-File Sold Separately)
  • Extra Guidance to Maximize 350+ Deductions and Credits
  • Accurately Deduct Mortgage Interest and Property Taxes
  • Free U.S.-Based Product Support (Hours May Vary)
  • One $10 Credit Towards In-Product Add-Ons ($10 credit for one of these in-product add-ons: State E-file fees, additional state, product upgrade or Audit Defense. Limit one per license code. Offer valid for Tax Year 2023 TurboTax Desktop products only & expires 10/31/24)

Editor's Notes

Written by johnny_miller | Staff
  • About this deal:
    • $11 manufacturer's savings is valid 12/27/23 through 1/21/24. While supplies last. Limit 2 per member.
    • Please see original post for additional details & give the WIKI and additional forum comments a read for helpful discussion.

Original Post

Written by Spock1234
Community Notes
About the Poster
Deal Details
Community Notes
About the Poster
Costco Wholesale has for its Members: Intuit TurboTax 2023 Tax Software + $10 Credit Towards In-Product Add-Ons (PC/Mac Download) on sale for $44.99.

Thanks to Community Member Spock1234 for sharing this deal.

Features:
  • Includes 5 Federal E-Files + 1 State Download (State E-File Sold Separately)
  • Extra Guidance to Maximize 350+ Deductions and Credits
  • Accurately Deduct Mortgage Interest and Property Taxes
  • Free U.S.-Based Product Support (Hours May Vary)
  • One $10 Credit Towards In-Product Add-Ons ($10 credit for one of these in-product add-ons: State E-file fees, additional state, product upgrade or Audit Defense. Limit one per license code. Offer valid for Tax Year 2023 TurboTax Desktop products only & expires 10/31/24)

Editor's Notes

Written by johnny_miller | Staff
  • About this deal:
    • $11 manufacturer's savings is valid 12/27/23 through 1/21/24. While supplies last. Limit 2 per member.
    • Please see original post for additional details & give the WIKI and additional forum comments a read for helpful discussion.

Original Post

Written by Spock1234

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113 Comments

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Dec 28, 2023 10:33 PM
7.6K Comments
Joined Jan 2013
AnciusDDec 28, 2023 10:33 PM
7.6K Comments
Quote from koreanbeefcake :
Amazon version has $10 gift card. I'd prefer that method.
One day deal. Yesterday.
Dec 28, 2023 10:47 PM
5.8K Comments
Joined Nov 2004
dealmonkeyDec 28, 2023 10:47 PM
5.8K Comments
Quote from CharlesBarkley :
Unless you have a VERY special situation, freetaxusa or taxact are going to save you a ton over this.
A "ton", as in the cost of the software?
Dec 28, 2023 10:58 PM
488 Comments
Joined Jun 2013
eclecticepicureanDec 28, 2023 10:58 PM
488 Comments
Quote from tygron :
On top of the free options available to most tax filers, seek out a local tax person to do your taxes for you.

Sure it costs a bit more. But at least that extra money doesn't go to some faceless bean counters next yacht. It stays local.
Local yacht better than remote yacht
5
Dec 28, 2023 11:12 PM
976 Comments
Joined Jan 2007
TruongKyDec 28, 2023 11:12 PM
976 Comments
does TurboTax have the option to print and mail state tax form? I don't want to pay extra to them just to e-file state
Dec 28, 2023 11:15 PM
287 Comments
Joined Nov 2008
juxtapost03Dec 28, 2023 11:15 PM
287 Comments
Quote from TruongKy :
does TurboTax have the option to print and mail state tax form? I don't want to pay extra to them just to e-file state
Yes, it is free to print and mail.
Dec 28, 2023 11:18 PM
3.1K Comments
Joined Nov 2010
smarttDec 28, 2023 11:18 PM
3.1K Comments

Our community has rated this post as helpful. If you agree, why not thank smartt

Full disclaimer, I use this software like millions of others, but if you get bored read up on how heavily the tax software companies lobby politicians (on both sides of the aisles) to keep the federal government from making similar software to allow you to do something you are legally required to do every year. Unless you were already aware, it will blow your mind. IMO, one of the biggest political stories in modern history that nobody seems to care or do anything about.
Last edited by smartt December 28, 2023 at 06:34 PM.
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Dec 28, 2023 11:30 PM
175 Comments
Joined Oct 2007
peterso2Dec 28, 2023 11:30 PM
175 Comments
If you have fidelity they have been giving this out for free to customers
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Dec 28, 2023 11:32 PM
8.3K Comments
Joined Jan 2007
dadabDec 28, 2023 11:32 PM
8.3K Comments
Quote from peterso2 :
If you have fidelity they have been giving this out for free to customers
only select customers, especially who don't have much money with them. Wink
Dec 28, 2023 11:54 PM
28 Comments
Joined Aug 2015
bendawg615Dec 28, 2023 11:54 PM
28 Comments
Looks like Sam's has the same deal: https://www.samsclub.com/p/turbot.../P03022553
Dec 29, 2023 12:09 AM
1.2K Comments
Joined Dec 2006
flyingmonkeyDec 29, 2023 12:09 AM
1.2K Comments
Quote from koreanbeefcake :
yes. They still charge for E-file though.
For me in Alabama, Its easier to just pay for the E-file. The state system is horrible.
Thanks. Prefer USPS to delay the payment a bit and/or to avoid the e-file fee.
Dec 29, 2023 12:38 AM
87 Comments
Joined Jul 2009
Mav44Dec 29, 2023 12:38 AM
87 Comments
Will Amazon run the gift card again or is this just once a year?
Dec 29, 2023 12:57 AM
30 Comments
Joined Jan 2015
ambeardoDec 29, 2023 12:57 AM
30 Comments
Do the free solutions have a process for reporting back door Roth like TurboTax does? (form 8606)

Would love to hear some anecdotal support of slightly more complex filing with these solutions.
Dec 29, 2023 1:02 AM
257 Comments
Joined Oct 2012
natecmdDec 29, 2023 1:02 AM
257 Comments
Ugh. Just a warning for anyone else who is trying to maximize the slickness of their deals and give Intuit less money, don't do what I did.

The Deluxe state+fed+$10 credit download was $44.88, while the Premiere was $64.88, and H&B $74.88.

I currently have 10% back via Chase CC for Sams Club, but also have a $10 off $25 purchase with Intuit. So I purchased the Deluxe from Sams, and then went to the in-app upgrade and was expecting that I'd get Premiere for $20-30 (Premiere to H&B had been $15 in prior years), and even if it was $25, I'd get $10 back from Chase, and then use the $10 credit for the $20 state e-filing.

But the upgrade prices in the app are $35 for premiere and $50 for H&B.

So if I spend $35 for premiere and get $10 back from Chase, I still spent $25 extra ($70) to get to Premiere, which is more than it would have cost to start with Premiere from Sam's club.

And unfortunately, all of the other potential costs don't meet the $25 threshold for Chase cash-back ($15 upgrade to H&B, $20 state e-file) even without using the $10 in-app credit. (Meaning that the Amazon deal with $10 amazon gift card was probably better.)
Dec 29, 2023 1:03 AM
477 Comments
Joined Jul 2014
WazDaDealDec 29, 2023 1:03 AM
477 Comments

Our community has rated this post as helpful. If you agree, why not thank WazDaDeal

Quote from smartt :
Full disclaimer, I use this software like millions of others, but if you get bored read up on how heavily the tax software companies heavily lobby politicians (on both sides of the aisles) to keep the federal government from making similar software to allow you to do something you are legally required to do every year. Unless you were already aware, it will blow your mind. IMO, one of the biggest political stories in modern history that nobody seems to care or do anything about.
I totally agree and am in the same boat (I need some of these features, so I've given in and purchased TurboTax). If anyone is intereseted in some references, I posted more information on the other TurboTax thread, and it received numerous upvotes. For many of us, it's a necessary evil to give in to these corporations (free and "free" solutions don't provide adequate functionality), but I think it's important to understand what we're funding.

For anyone that's new to TurboTax, note that the software does lots of sleazy things to try to get you to provide more information and/or buy more unnecessary and/or useless services. Starting from the very first page on launch, you can skip providing all of your personal information (that has nothing to do with the return itself; it's just for Intuit's benefit).

There's audit protection, offers to upgrade to higher versions with confusing wording, etc. Regarding the latter, they clearly use confusing language to make it sound like you need the Premier edition for automatic downloading of investment information (I fell for this for years, but Deluxe works just fine; supposedly the more expensive version provides "assistance" in this area, but I've never noticed it). Also, almost any meaningful "support" you'll get from Intuit is from volunteers who help users troubleshoot on their forum. Finally, if you like to file early, beware that they've had many substantial updates to the software just prior to (and even after) April 15, 2023. Sometimes, this is the fault of Congress/I.R.S. delays in clarification, but it's often the fault of Intuit and the dozens of bugs in the monster it helped create.

And, for those that can stomach it, here's an oveview of reasons tax filing is so painful in the U.S.: Tax preparation in the United States - Wikipedia. Combined with persistent under-staffing and under-funding for decades, the I.R.S. can barely operate basic functions (clearly, to prevent audits of the wealthy); "we, the people" end up covering those costs (one reference). Perhaps, worst of all, it has been shown that money put into IRS enforcement pays back tremendously well; it's one of the best performing investments the U.S. could possibly make (recent reference).
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Dec 29, 2023 2:04 AM
141 Comments
Joined Mar 2014
gamersdealersDec 29, 2023 2:04 AM
141 Comments
Quote from WazDaDeal :
I totally agree and am in the same boat (I need some of these features, so I've given in and purchased TurboTax). If anyone is intereseted in some references, I posted more information on the other TurboTax thread, and it received numerous upvotes. For many of us, it's a necessary evil to give in to these corporations (free and "free" solutions don't provide adequate functionality), but I think it's important to understand what we're funding.

For anyone that's new to TurboTax, note that the software does lots of sleazy things to try to get you to provide more information and/or buy more unnecessary and/or useless services. Starting from the very first page on launch, you can skip providing all of your personal information (that has nothing to do with the return itself; it's just for Intuit's benefit).

There's audit protection, offers to upgrade to higher versions with confusing wording, etc. Regarding the latter, they clearly use confusing language to make it sound like you need the Premier edition for automatic downloading of investment information (I fell for this for years, but Deluxe works just fine; supposedly the more expensive version provides "assistance" in this area, but I've never noticed it). Also, almost any meaningful "support" you'll get from Intuit is from volunteers who help users troubleshoot on their forum. Finally, if you like to file early, beware that they've had many substantial updates to the software just prior to (and even after) April 15, 2023. Sometimes, this is the fault of Congress/I.R.S. delays in clarification, but it's often the fault of Intuit and the dozens of bugs in the monster it helped create.

And, for those that can stomach it, here's an oveview of reasons tax filing is so painful in the U.S.: Tax preparation in the United States - Wikipedia. Combined with persistent under-staffing and under-funding for decades, the I.R.S. can barely operate basic functions (clearly, to prevent audits of the wealthy); "we, the people" end up covering those costs (one reference). Perhaps, worst of all, it has been shown that money put into IRS enforcement pays back tremendously well; it's one of the best performing investments the U.S. could possibly make (recent reference).

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