Slickdeals is community-supported.  We may get paid by brands for deals, including promoted items.
Frontpage Advertiser Disclosure

Select Chase Cardholders: Bonus Offer on Tax Preparation & Insurance

5% Back
(up to $1500 Spend; Valid thru 3/31)
+80 Deal Score
82,996 Views
Chase offers Select Chase Credit Cardholders: Bonus 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.
  • Deal Image
  • Deal Image
Deal Image
Apply Now

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.
Add Comment
Reply
Created 02-27-2025 at 09:01 AM by Geckohands
in Credit Cards (16) See More Chase Offers
If you take advantage of an offer on our site, Slickdeals may receive a commission.
Deal
Score +80
82,996 Views
5% Back
Apply Now
These responses are not provided or commissioned by the bank advertiser. Responses have not been reviewed, approved or otherwise endorsed by the bank advertiser. It is not the bank advertiser's responsibility to ensure all posts and/or questions are answered. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, airline or hotel chain, and have not been reviewed, approved or otherwise endorsed by any of these entities.

89 Comments

View Forum Thread

Your comment cannot be blank.

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:
·

Sign up for a Slickdeals account to remove this ad.

Joined Oct 2005
L6: Expert
> bubble2 2,216 Posts
854 Reputation
MisterBill
03-04-2025 at 06:43 PM.
03-04-2025 at 06:43 PM.
Quote from qwertyaas :
my geico renewal is end of april, and they said I can't pre-pay before the renewal invoice is processed, which is generally 2-4 weeks prior.

looks like I might just miss the 5%. ugh
My policy renewal date was 2/19, and I got an email on 1/15 with the new policy. So I'd say that you should have it by the end of the month. Of course, YMMV. And I'd avoid paying on the last day of the month, since Chase has a bad habit of having those charges post with a date of the following month. Currently arguing with them over a PP payment I made on 12/30 at night that posted with a 1/1 date and did not get points. I even had an email from Chase on 12/30 showing the transaction after I made the payment.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,216 Posts
854 Reputation
MisterBill
03-04-2025 at 06:46 PM.
03-04-2025 at 06:46 PM.
Quote from rrapynot :
If I've already spent $1,500 on groceries, I can't take advantage of this I assume?
Get another Freedom card. Or do a product change if you have another Chase card that you're not using. I just converted my Freedom Unlimited to Freedom Flex,
Reply
Joined Jul 2007
L8: Grand Teacher
> bubble2 3,938 Posts
813 Reputation
qwertyaas
03-04-2025 at 06:46 PM.
03-04-2025 at 06:46 PM.
Quote from MisterBill :
My policy renewal date was 2/19, and I got an email on 1/15 with the new policy. So I'd say that you should have it by the end of the month. Of course, YMMV. And I'd avoid paying on the last day of the month, since Chase has a bad habit of having those charges post with a date of the following month. Currently arguing with them over a PP payment I made on 12/30 at night that posted with a 1/1 date and did not get points. I even had an email from Chase on 12/30 showing the transaction after I made the payment.

Will look out for the email last week of March. Hopefully it comes in!
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,216 Posts
854 Reputation
MisterBill
03-04-2025 at 06:50 PM.
03-04-2025 at 06:50 PM.
Quote from jerry79304 :
damn I paid all auto and home insurance for the whole year in Jan. Should have announce earlier!!!!
There were some online sites that posted the bonus categories back in January. My GEICO bill was due on 2/19 and I held off paying until yesterday to get the 5%. They give you a 15-day cancellation notice but I had time to pay it with no negative impact. Also did not pay my homeowner's policy, which also renewed in February.
Reply
Joined Jun 2010
L5: Journeyman
> bubble2 829 Posts
166 Reputation
ElvisIsNOTAlive
03-04-2025 at 07:27 PM.
03-04-2025 at 07:27 PM.
Thank you for the info on this nice deal.

Is it possible to make split payments for CONNECT by AmFam (through Costco, formerly named Ameriprise) Insurance policy, some part with a Chase CC eligible for this Bonus and the rest with another card?

If you've done split payments for CONNECT by AmFam in the past, can you share the steps, preferably through online account without chatting/calling?
Reply
Joined Nov 2012
Just another day n office
> bubble2 1,115 Posts
1,392 Reputation
SunnyMorning
03-04-2025 at 09:10 PM.
03-04-2025 at 09:10 PM.
Quote from ElvisIsNOTAlive :
Thank you for the info on this nice deal.

Is it possible to make split payments for CONNECT by AmFam (through Costco, formerly named Ameriprise) Insurance policy, some part with a Chase CC eligible for this Bonus and the rest with another card?

If you've done split payments for CONNECT by AmFam in the past, can you share the steps, preferably through online account without chatting/calling?
This is possible only through calling the customer service. I had done it last year. Chat said this cannot be done online.
Reply
Joined Jan 2006
WOOOOOOO
> bubble2 1,406 Posts
1,020 Reputation
RicFlair
03-04-2025 at 09:51 PM.
03-04-2025 at 09:51 PM.
I found the Tax CB, I don't see anything for insurance. Checked a few times.
Reply

Sign up for a Slickdeals account to remove this ad.

Joined May 2009
L1: Learner
> bubble2 17 Posts
14 Reputation
xxMExx
03-05-2025 at 05:35 AM.
03-05-2025 at 05:35 AM.
"Get 5% cash back on Tax Preparation & Insurance"

As in…auto and car insurance? Just want to verify. It's such an odd pairing of the 2.
Reply
Joined Dec 2011
L3: Novice
> bubble2 160 Posts
19 Reputation
Iilac
03-05-2025 at 06:00 AM.
03-05-2025 at 06:00 AM.
Quote from MisterBill :
I've never used them, but I'm almost positive that the answer is no. Also, they apparently charge a 2.5% fee for paying your taxes by credit card, and you can do much better elsewhere.

That's not true. I pay with CC and I wasn't charged 2.5%. Are you referring to the pay with tax return balance? There's a fee for that option.
Reply
Joined Sep 2007
Da Guru
> bubble2 917 Posts
331 Reputation
thcheat
03-05-2025 at 06:42 AM.
03-05-2025 at 06:42 AM.
Quote from SunnyMorning :
This is possible only through calling the customer service. I had done it last year. Chat said this cannot be done online.
That' s interesting. Someone previously reported it was not possible even by calling. But that was couple years ago.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,216 Posts
854 Reputation
MisterBill
03-05-2025 at 06:58 AM.
03-05-2025 at 06:58 AM.
Quote from Iilac :
That's not true. I pay with CC and I wasn't charged 2.5%. Are you referring to the pay with tax return balance? There's a fee for that option.
The poster asked "if I pay my taxes through my tax prep software, freetaxusa, does that count towards the tax prep category?" It did not sound like they were talking about the fee for preparing their taxes. Of course that should qualify and not be subject to a fee.

I was referring to paying taxes due with a credit card.
Reply
Last edited by MisterBill March 6, 2025 at 02:23 PM.
Joined Dec 2011
L3: Novice
> bubble2 160 Posts
19 Reputation
Iilac
03-05-2025 at 07:57 AM.
03-05-2025 at 07:57 AM.
Quote from MisterBill :
The poster asked " if I pay my taxes through my tax prep software, freetaxusa, does that count towards the tax prep category?" It did not sound like they were talking about the fee for preparing their taxes. Of course that should qualify and not be subject to a fee.

I was referring to paying taxes due with a credit card.

My bad. I read that wrong and thought they were referring to paying the tax preparer fee with CC.
1
Reply
Joined Jan 2011
Golden Rule, peeps
> bubble2 996 Posts
384 Reputation
laidbackinNC
03-05-2025 at 08:17 AM.
03-05-2025 at 08:17 AM.
I make monthly insurance payments, and my initial thought was, oh this will be a good chance to pre-pay out several months. Upon further thought -- wrong! My savings account is earning 4.x% and my Fidelity Visa card gives 2% on all charges, so it's better to keep the money.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,216 Posts
854 Reputation
MisterBill
03-06-2025 at 02:42 PM.
03-06-2025 at 02:42 PM.
Quote from Geckohands :
Hm. My bad. I always thought I had to activate BEFORE purchases. Maybe that's because I've been trained to do that from Discover Card or all the other rewards/bonus type programs.
And in fact, if you do a product conversion to OG Freedom or Flex and activate the 5% category, you'll get credit for purchases made before the conversion, like I did for grocery purchases accidentally made on the Freedom Unlimited card at the start of January.
Reply

Sign up for a Slickdeals account to remove this ad.

Joined Mar 2006
New User
> bubble2 12 Posts
10 Reputation
kittn135
03-07-2025 at 01:37 AM.
03-07-2025 at 01:37 AM.
What's the 30% Fidelity discount? Is that for having a Fidelity saving or investment account and then how do you get 30% discount plus the 5% for paying insurance bills with Chase Freedom credit card?
Reply
Page 4 of 7
Start the Conversation
 

More Credit Cards Deals & Discounts

View All
Popular
Delta Amex Credit Card Free Uber One For 12 Months
12 12
Frontpage
Prime Visa: $200 Amazon Gift Card Instantly Upon Approval
42 73
Frontpage
Wells Fargo - Bank Advertiser
Select Wells Fargo Cardholders: Eligible Grocery Purchase, Get 15% Back (up to $15, valid through 6/25)
15% Back
(up to $15, valid through 6/25)
67 82
Frontpage
YMMV 20% cash back on gas Wells Fargo
20% Back
(up to $20)
94 86
Delta SkyMiles American Express - 6/12 Months of Statement Credit on UberOne
2 3
Frontpage
Amazon: Select Discover Cardholders: Pay w/ Rewards, Get $10 Off $75+
$10 Off $75+
274 62
Link Copied

The link has been copied to the clipboard.