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expiredAndersD posted Jan 17, 2025 01:26 PM
expiredAndersD posted Jan 17, 2025 01:26 PM

Costco Members: TurboTax 2024 + $10 Add-on Credit: Deluxe (Federal + State)

& More (PC/Mac Download)

$45

$56

19% off
Costco Wholesale
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Deal Details
Costco Wholesale has for its Members: Intuit TurboTax 2024 Tax Software + $10 Credit Towards In-Product Add-Ons (PC/Mac Download) on sale listed below.

Thanks to Community Member AndersD for finding this deal.

Note: You need to be an active Costco Member and signed in to your account to purchase at sale price, otherwise non-members may purchase but are subject to a 5% surcharge.

Available:

Editor's Notes

Written by johnny_miller | Staff
  • About this deal:
    • Offer valid through 1/26 while supplies last.
    • Limit 2 Per Member
    • Includes one $10 credit toward these in-product add-ons: Live Tax Advice, state e-file fees, additional state, product upgrade or Audit Defense. Limit one per license code. Offer valid for Tax Year 2024 TurboTax Desktop products only and expires 4/30/25.
  • About this product:
    • Emails are normally delivered within the hour to the email address you have entered.
  • Additional Note:
    • Please see the original post for additional details & give the WIKI and additional forum comments a read for helpful discussion.

Original Post

Written by AndersD
Community Notes
About the Poster
Deal Details
Community Notes
About the Poster
Costco Wholesale has for its Members: Intuit TurboTax 2024 Tax Software + $10 Credit Towards In-Product Add-Ons (PC/Mac Download) on sale listed below.

Thanks to Community Member AndersD for finding this deal.

Note: You need to be an active Costco Member and signed in to your account to purchase at sale price, otherwise non-members may purchase but are subject to a 5% surcharge.

Available:

Editor's Notes

Written by johnny_miller | Staff
  • About this deal:
    • Offer valid through 1/26 while supplies last.
    • Limit 2 Per Member
    • Includes one $10 credit toward these in-product add-ons: Live Tax Advice, state e-file fees, additional state, product upgrade or Audit Defense. Limit one per license code. Offer valid for Tax Year 2024 TurboTax Desktop products only and expires 4/30/25.
  • About this product:
    • Emails are normally delivered within the hour to the email address you have entered.
  • Additional Note:
    • Please see the original post for additional details & give the WIKI and additional forum comments a read for helpful discussion.

Original Post

Written by AndersD

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Top Comments

buzzy
3528 Posts
1105 Reputation
Also, the poster is newish so might not know this, but "$ off" or "% off" posts aren't done here because they're not useful. It doesn't mean anything, and those offers are often deceptive.

At least one of the prices should be in the title and in the post. So it may be how the post was done, and the fact that it wasted a lot of peoples time, as much as this specific deal
guyfromgreenwood
5 Posts
50 Reputation
I used deluxe with a home based business and also buying & selling stock.
TT Deluxe may tell you while entering info you should upgrade to Premier. Just ignore and proceed with Deluxe
Kaufboy
805 Posts
464 Reputation
This Costco offer for TurboTax Deluxe + State at $45 ($56-$11) is essentially the same as the Amazon offer in the link from last year but includes a $10 TurboTax credit (e.g. to e-file state taxes) instead of a $10 gift card.

How much you want to bet that Amazon posts its sale the day Costco's offer goes live.

406 Comments

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Jan 31, 2025 01:52 AM
1,549 Posts
Joined Aug 2011
Jan 31, 2025 01:52 AM
drawzJan 31, 2025 01:52 AM
1,549 Posts
Quote from thejq :
You're gonna need Premier or H&B if you also need to file 1099s.
Deluxe handles 1099 forms just fine. Unless you mean sending 1099-NEC/MISC forms to contractors?
Jan 31, 2025 07:51 PM
230 Posts
Joined Jan 2006
Jan 31, 2025 07:51 PM
thejqJan 31, 2025 07:51 PM
230 Posts
Quote from drawz :
Deluxe handles 1099 forms just fine. Unless you mean sending 1099-NEC/MISC forms to contractors?
Yes, that's what I meant. 1099s for your workers and employees.
Jan 31, 2025 10:58 PM
1,549 Posts
Joined Aug 2011
Jan 31, 2025 10:58 PM
drawzJan 31, 2025 10:58 PM
1,549 Posts
Quote from thejq :
Yes, that's what I meant. 1099s for your workers and employees.
If you own and manage a couple properties yourself, you may not need that. If you're more serious and actually have employees, then yes you do. Does premier do this? I thought only H&B.
Feb 01, 2025 04:24 AM
1,549 Posts
Joined Aug 2011
Feb 01, 2025 04:24 AM
drawzFeb 01, 2025 04:24 AM
1,549 Posts
For funsies, I asked ChatGPT to tell us the difference between deluxe and premier. Here's the answer:
Quote :
Sure, let's break down what TurboTax Premier offers in more detail when it comes to **rental properties**. Here's what sets it apart from **Deluxe**, especially for more complex situations:

### 1. **Depreciation Calculation**
- **Premier** provides more robust tools for calculating **depreciation** on rental properties, which is often the most complicated part of managing rental income on your taxes. Depreciation allows you to deduct a portion of your property's cost each year, but figuring out how to do this correctly—especially for different types of property or improvements—can be tricky.
- With **Deluxe**, you can still handle depreciation, but the guidance is less extensive. **Premier** automatically guides you through this, helping ensure you don't miss any deductions.

### 2. **Multiple Rental Properties**
- If you have **more than one rental property**, **Premier** makes it much easier to manage them separately. You can track income, expenses, and depreciation for each property individually.
- **Deluxe** will let you report rental income for multiple properties, but **Premier** allows for a more detailed breakdown and easier handling of more complicated scenarios.

### 3. **Maximizing Deductions**
- **Premier** provides more detailed advice on how to maximize your deductions for things like repairs, upgrades, and other property-related expenses.
- For example, it helps you understand when certain costs should be classified as repairs vs. improvements. Improvements can be depreciated over time, while repairs are deducted in the year they occur.
- **Deluxe** covers these deductions, but **Premier** goes a step further with expert guidance to help you optimize every deduction.

### 4. **Real Estate Transactions and Sales**
- If you sell a rental property, **Premier** gives you extra support with **capital gains** calculations. It helps you handle things like **adjusted basis** (what you paid for the property, plus improvements, minus depreciation taken) and calculates the gain or loss from the sale.
- This can be tricky since real estate sales often involve complicated calculations, and **Premier** will walk you through the process to ensure everything is done right.
- **Deluxe** can handle a sale of rental property, but it doesn't have the in-depth support that **Premier** provides.

### 5. **Tax Planning for Real Estate Investors**
- **Premier** offers tools to help you better understand your tax situation, especially if you have investments in real estate. It might give you an idea of how your rental properties will affect your overall tax liability, and how things like depreciation and deductions impact your refund or taxes owed.
- With **Deluxe**, you're mostly going through the motions of filing, but **Premier** helps you take a more strategic approach to your rental income.

### 6. **Help with 1099 Forms**
- If you're a landlord and pay contractors for repairs, improvements, or other work on your properties, **Premier** makes it easier to file **1099 forms** for them, if required. This is especially useful if you're actively maintaining or managing your properties and want to stay compliant with tax reporting.
- While **Deluxe** can handle general income reporting, **Premier** makes managing these additional forms more seamless.

### Key Differences Summarized:
- **Depreciation**: TurboTax Premier has stronger, more guided support for calculating depreciation.
- **Multiple Properties**: If you have several rental properties, Premier offers better tools to track and report them.
- **Maximizing Deductions**: Premier helps you navigate complex situations like repairs vs. improvements, and potentially missed deductions.
- **Real Estate Sales**: If you sell a rental, Premier helps you with the more detailed calculations around capital gains, adjusted basis, and more.
- **Tax Planning and 1099 Forms**: Premier includes tools for real estate investment planning and contractor reporting.

### Should You Upgrade?
- If you're managing **one or two rental properties**, **Deluxe** may still cover most of your needs with simple income and expense tracking.
- If you have **multiple properties**, handle complex **depreciation** or **property sales**, or want more in-depth tax planning advice, **Premier** could be a worthwhile upgrade. It offers step-by-step help that can help you maximize deductions and avoid costly mistakes.

Does this help clarify what's included with **Premier**? Or is there a specific aspect of managing rental properties you'd like to know more about?
So maybe more help with depreciation. And the issuing 1099 thing.
Feb 04, 2025 08:19 PM
6 Posts
Joined Dec 2016
Feb 04, 2025 08:19 PM
shingaridaveshFeb 04, 2025 08:19 PM
6 Posts
How much is state e-file? Will 10$ cover it or need to put more to buy it?
Feb 05, 2025 03:05 AM
1,549 Posts
Joined Aug 2011
Feb 05, 2025 03:05 AM
drawzFeb 05, 2025 03:05 AM
1,549 Posts
Quote from shingaridavesh :
How much is state e-file? Will 10$ cover it or need to put more to buy it?
No way. They know exactly what they're doing. State e-file is $25, so you'll pay net $15 after using the credit. They know you wouldn't want to waste that credit of course.

Some states offer free e-file directly through their own website, although it's a little bit more work. Here's a list: https://thefinancebuff.com/free-e...irect.html
Feb 07, 2025 03:14 AM
1 Posts
Joined Nov 2016
Feb 07, 2025 03:14 AM
MichaelM2560Feb 07, 2025 03:14 AM
1 Posts
I tried twice to order this product. I logged onto my Costco app and ordered. Several minutes later I got an email saying it was canceled. Then I tried on the website and had the same outcome. Now I have two pending charges for $48 each. They will probably clear in time but it was a debit card and those take longer? What I'm told.

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Feb 08, 2025 12:59 AM
1,191 Posts
Joined Dec 2014
Feb 08, 2025 12:59 AM
echooffFeb 08, 2025 12:59 AM
1,191 Posts
Pulled the trigger at the last moment before the offer expires today.

As the previous year I will be waiting for a better Front Page offer. If there will be, I will be returning this one as last year, since I will not claim the code if it turns out I get a better deal somewhere else...
Feb 08, 2025 01:03 AM
1,191 Posts
Joined Dec 2014
Feb 08, 2025 01:03 AM
echooffFeb 08, 2025 01:03 AM
1,191 Posts
Quote from MichaelM2560 :
I tried twice to order this product. I logged onto my Costco app and ordered. Several minutes later I got an email saying it was canceled. Then I tried on the website and had the same outcome. Now I have two pending charges for $48 each. They will probably clear in time but it was a debit card and those take longer? What I'm told.
My order was confirmed (Deluxe Federal + State). What was the reason for cancellation of your order?
Feb 08, 2025 01:19 AM
602 Posts
Joined Mar 2006
Feb 08, 2025 01:19 AM
mj56gtFeb 08, 2025 01:19 AM
602 Posts
Quote from echooff :
Pulled the trigger at the last moment before the offer expires today.

As the previous year I will be waiting for a better Front Page offer. If there will be, I will be returning this one as last year, since I will not claim the code if it turns out I get a better deal somewhere else...
How would you return an online purchase to Costco.com?
Feb 08, 2025 05:49 AM
11,976 Posts
Joined Oct 2005
Feb 08, 2025 05:49 AM
jbloggsFeb 08, 2025 05:49 AM
11,976 Posts
Last hour or two left before this deal expires
Feb 08, 2025 06:48 PM
3,429 Posts
Joined Nov 2007
Feb 08, 2025 06:48 PM
zyx987Feb 08, 2025 06:48 PM
3,429 Posts
Does anyone have an extra copy (desktop)? Please msg me with details. Thanks!
Feb 08, 2025 09:31 PM
1,191 Posts
Joined Dec 2014
Feb 08, 2025 09:31 PM
echooffFeb 08, 2025 09:31 PM
1,191 Posts
Quote from mj56gt :
How would you return an online purchase to Costco.com?
l've done it before: you do not open the order where they display the serial code. Their system knows if you opened it or not. You call customer service and ask for return. They check that you never opened the page with code and they refund you the money closing the access to the code (perhaps to resell it to someone else, I don't know...). But you get your money back - just don't open the page where the code is revealed.
Feb 08, 2025 10:26 PM
602 Posts
Joined Mar 2006
Feb 08, 2025 10:26 PM
mj56gtFeb 08, 2025 10:26 PM
602 Posts
Quote from echooff :
l've done it before: you do not open the order where they display the serial code. Their system knows if you opened it or not. You call customer service and ask for return. They check that you never opened the page with code and they refund you the money closing the access to the code (perhaps to resell it to someone else, I don't know...). But you get your money back - just don't open the page where the code is revealed.
Thanks for the information!

The software was purchased as a direct download from the Costco website. By "not opening the order where they display the serial code," do you mean not activating the software using the *key* they sent via email?

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Feb 09, 2025 08:58 PM
1,191 Posts
Joined Dec 2014
Feb 09, 2025 08:58 PM
echooffFeb 09, 2025 08:58 PM
1,191 Posts
Quote from mj56gt :
Thanks for the information!

The software was purchased as a direct download from the Costco website. By "not opening the order where they display the serial code," do you mean not activating the software using the *key* they sent via email?
I mean "doing nothing": do not open any links sent regarding this product by Costco, do not open any links on the order details in your purchase history and you should be good. It takes them 3-5 days to issue the refund after you talk to customer service, but you get it. I've done it before

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