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Select Chase Cardholders: Bonus Offer on Tax Preparation & Insurance

5% Back
(up to $1500 Spend; Valid thru 3/31)
+80 Deal Score
83,039 Views
Chase offers Select Chase Credit CardholdersBonus Quarterly Category Offer: 5% Back on Tax Preparation & Insurance (up to $1,500 in combined purchases in this quarter's categories) when you click the link and enter your information to activate your offer on your card. Offer is valid through March 31, 2025.

Thanks to community member Geckohands for sharing this deal.

Note: Activate by March 14, 2025. This is a targeted offer for select cardholders only; enter your information on the promotion page to see if you qualify for this promotion. Other offers may be available for different cards/accounts.

Original Post

Written by
Edited February 27, 2025 at 01:45 PM by
For those who don't know, Chase [chase.com] is celebrating 15th anniversary of the Chase Freedom card.
To that end, for Chase Freedom and Chase Freedom Flex card holders, there is an additional 5% bonus category for March only, which is Tax Preparation and Insurance. This is in addition to NCL, Grocery Stores, Gyms, and Hair/Nail/Spa.

Hopefully, this helps those that still need to file their taxes. And 5% off those large insurance premiums is always appreciated.


from FAQ:
What is included in the BDAY Surprise category Tax Preparation & Insurance?
Merchants in these categories provide tax preparation services and insurance. Tax preparation merchants in this category provide consumer in-person or digital tax preparation services. Insurance merchants in this category provide health, automobile, homeowners, renters, medical and life insurance. Product warranties and trip insurance purchases will not qualify in this category.

Tax Preparation & Insurance Inclusions
Merchants in these categories provide tax preparation services and insurance. Tax preparation merchants in this category provide consumer in-person or digital tax preparation services. Insurance merchants in this category provide health, automobile, homeowners, renters, medical and life insurance.

Tax Preparation & Insurance Exclusions
Product warranties and trip insurance purchases will not qualify in this category.
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Created 02-27-2025 at 09:01 AM by Geckohands
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Featured Comments

NO. You do not have to re-activate to be eligible for this offer. As long as you activated the first quarter 2025, you are also activated for the March-only tax prep and insurance offer.

If you have not activated first quarter 2025, then yes, you must activate. Deadline is March 14:
https://www.chasebonus.com/
That last part of the statement you made doesn't match the FAQ:

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Joined May 2006
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> bubble2 3,522 Posts
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dregan
03-04-2025 at 08:19 AM.
03-04-2025 at 08:19 AM.
There's a dude named repost?? laugh out loud and crap I just paid my insurance last week Mad
Reply
Joined Dec 2019
L2: Beginner
> bubble2 31 Posts
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patricktown
03-04-2025 at 08:24 AM.
03-04-2025 at 08:24 AM.
Just a data point for others:
GEICO auto didn't credit 5x for me despite being recorded as "Merchant type:
Insurance sales, underwriting and premiums"
Reply
Joined Nov 2010
L4: Apprentice
> bubble2 392 Posts
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xsboost
03-04-2025 at 08:56 AM.
03-04-2025 at 08:56 AM.
Quote from patricktown :
Just a data point for others:
GEICO auto didn't credit 5x for me despite being recorded as "Merchant type:
Insurance sales, underwriting and premiums"
Try reaching out to Chase support. They'll usually do an adjustment.
Reply
Joined Sep 2022
New User
> bubble2 11 Posts
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DictorWolf
03-04-2025 at 09:10 AM.
03-04-2025 at 09:10 AM.
"We can't enroll you with the information you provided....." (c)
Reply
Joined Aug 2009
L6: Expert
> bubble2 1,627 Posts
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dcguy703
03-04-2025 at 09:19 AM.
03-04-2025 at 09:19 AM.
Progressive home insurance is coming due. Thanks!
Reply
Joined Aug 2009
L6: Expert
> bubble2 1,627 Posts
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dcguy703
03-04-2025 at 09:20 AM.
03-04-2025 at 09:20 AM.
Quote from rrapynot :
If I've already spent $1,500 on groceries, I can't take advantage of this I assume?
im wondering the same. Anyone know?
Reply
Joined Aug 2009
L6: Expert
> bubble2 1,627 Posts
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dcguy703
03-04-2025 at 09:21 AM.
03-04-2025 at 09:21 AM.
If I've already spent $1,500 on groceries, I can't take advantage of this I assume?
Reply

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Joined Dec 2007
L5: Journeyman
> bubble2 709 Posts
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ChaChing23
03-04-2025 at 09:29 AM.
03-04-2025 at 09:29 AM.
Quote from bootymonger :
Thanks for notice, but I already spent $1500 on groceries this quarter, so adding an insurance category for the final month of the quarter is wasted.
Apply for another Freedom/Freedom Flex. It's only March 4… you've got time.
1
Reply
Joined Dec 2012
L5: Journeyman
> bubble2 550 Posts
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scorpionguy
03-04-2025 at 09:29 AM.
03-04-2025 at 09:29 AM.
Quote from dcguy703 :
If I've already spent $1,500 on groceries, I can't take advantage of this I assume?
thats right.
Reply
Joined Feb 2022
New User
> bubble2 13 Posts
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HARIKRISHNA242
03-04-2025 at 09:35 AM.
03-04-2025 at 09:35 AM.
Is this also for chase freedom unlimited card? Anyone know?
Reply
Joined Dec 2018
L3: Novice
> bubble2 140 Posts
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TenderField973
03-04-2025 at 10:02 AM.
03-04-2025 at 10:02 AM.
Quote from HARIKRISHNA242 :
Is this also for chase freedom unlimited card? Anyone know?
I tried my unlimited and it didn't recognize it so I'm guessing no
Reply
Joined Dec 2010
L4: Apprentice
> bubble2 2,668 Posts
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radars
03-04-2025 at 10:20 AM.
03-04-2025 at 10:20 AM.
Purchase in grocery store earns 5% cash back is more desirable this quarter, isn't it?
Reply
Joined Feb 2010
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> bubble2 949 Posts
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ZenNuts
03-04-2025 at 10:24 AM.
03-04-2025 at 10:24 AM.
Quote from scorpionguy :
thats right.
oh bummer, was excited for about 20 seconds.
Reply
Joined Apr 2008
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DrJasonRN
03-04-2025 at 10:33 AM.
03-04-2025 at 10:33 AM.
Quote from TenderField973 :
I tried my unlimited and it didn't recognize it so I'm guessing no

Same, I've tried a few times with my Freedom Unlimited on the previous category and no go. Has anyone had success calling in?
Reply

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Joined Apr 2008
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1Sonorous
03-04-2025 at 10:37 AM.
03-04-2025 at 10:37 AM.
I paid home and auto insurance in Jan. Tax makes sense but everyone has different insurance renewal dates.
Reply
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