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Chase Offers: TurboTax: 30% cash back -or- spend $25 earn $5 (expires 4/18)

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For those with Chase credit cards, check if you have a Chase Offer for TurboTax.
I had one on my Freedom and a different one on my Sapphire.
It's either 30% cash back (max of $20 cashback on $66.67 purchase) -or- $5 back on $25+ purchase.

There are other deals for purchasing TurboTax software from retailers other than directly from TurboTax. But you can take advantage of these Chase Offers if you purchase additional services when filing your taxes (like purchasing additional state tax forms, audit protection, etc).

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Offer details
Earn 30% cash back on your TurboTax purchase, with a $20 cash back maximum.

Ready for a tax-time upgrade? Save 30% on TurboTax — we make filing easy with AI-powered guidance or live experts when you need them. You can even hand it off to a dedicated expert to file for you. Get every dollar you deserve, plus take advantage of extra savings when you start now at TurboTax.com [turbotax.com].

Get your best tax outcome today with TurboTax

Offer expires 4/18/26. Save 30%, up to $20 maximum. Offer valid one time only. Offer not valid on TurboTax products purchased through other retailers. Offer not valid on third-party services. Payment must be made on or before offer expiration date.
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Offer details
Earn $5 on your TurboTax purchase, when you spend $25 or more.

Tax season, back again! Earn $5 cash back when you file with TurboTax. Whether you choose to do it yourself, get help from an expert, or let an expert file for you, TurboTax guarantees your biggest refund. For extra savings, start now at TurboTax.com [turbotax.com].

Get your best tax outcome today with TurboTax

Offer expires 4/18/26. Spend a minimum of $25 to qualify for offer. Offer valid one time only. Offer not valid on TurboTax products purchased through other retailers. Offer not valid on third-party services. Payment must be made on or before offer expiration date.
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Created 02-18-2026 at 05:56 PM by Geckohands
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Joined Nov 2004
L5: Journeyman
> bubble2 927 Posts
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lizard5102
02-18-2026 at 06:03 PM.
02-18-2026 at 06:03 PM.
My Amex and BofA cards both had $20 statement credit offer with minimum $25 spend on TT.

I bought TT download deluxe using Fidelity 25% discount for $52, got $20 statement credit with Amex.
I plan to use state e-file for $25 with BofA custom rewards card and get anyone $20 credit then.
Reply
Joined Oct 2015
L3: Novice
> bubble2 170 Posts
64 Reputation
kleingordon
02-19-2026 at 03:58 PM.
02-19-2026 at 03:58 PM.
Quote from lizard5102 :
My Amex and BofA cards both had $20 statement credit offer with minimum $25 spend on TT.

I bought TT download deluxe using Fidelity 25% discount for $52, got $20 statement credit with Amex.
I plan to use state e-file for $25 with BofA custom rewards card and get anyone $20 credit then.
With AMEX do you have to follow the affiliate link? Because that removes the Fidelity discount.
Reply
Joined Nov 2004
L5: Journeyman
> bubble2 927 Posts
159 Reputation
lizard5102
02-19-2026 at 04:37 PM.
02-19-2026 at 04:37 PM.
Quote from kleingordon :
With AMEX do you have to follow the affiliate link? Because that removes the Fidelity discount.
No, both Amex and Chase instructions tells you to use their affiliate link, but it worked when I used the Fidelity link to purchase. Few others on Bogleheads had a similar experience.
Reply
Joined Oct 2015
L3: Novice
> bubble2 170 Posts
64 Reputation
kleingordon
02-21-2026 at 08:48 AM.
02-21-2026 at 08:48 AM.
Quote from lizard5102 :
No, both Amex and Chase instructions tells you to use their affiliate link, but it worked when I used the Fidelity link to purchase. Few others on Bogleheads had a similar experience.
Thank you! Can confirm that the Amex $20 off just posted even when not following the affiliate link and stacking the fidelity discount.
Reply
Joined Mar 2008
L4: Apprentice
> bubble2 361 Posts
86 Reputation
gthippo
03-04-2026 at 06:49 PM.
03-04-2026 at 06:49 PM.
"Use online only"

So no good for desktop software FYI.
Reply
Joined Nov 2004
L6: Expert
> bubble2 1,005 Posts
212 Reputation
batmanwcm
03-11-2026 at 05:17 AM.
03-11-2026 at 05:17 AM.
Quote from kleingordon :
Thank you! Can confirm that the Amex $20 off just posted even when not following the affiliate link and stacking the fidelity discount.
Thanks, I'll be using the Fidelity 30% discount and Amex $20 credit statement.
Reply
Joined Apr 2013
L1: Learner
> bubble2 217 Posts
62 Reputation
MrRuffles
Yesterday at 08:27 AM.
Yesterday at 08:27 AM.
Quote from gthippo :
"Use online only"

So no good for desktop software FYI.
It works if you use it online to buy the desktop version at https://turbotax.intuit.com/perso...-download/
Reply

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Joined Jun 2005
L5: Journeyman
> bubble2 809 Posts
86 Reputation
jwr28s
Yesterday at 02:44 PM.
Yesterday at 02:44 PM.
Quote from lizard5102 :
My Amex and BofA cards both had $20 statement credit offer with minimum $25 spend on TT.

I bought TT download deluxe using Fidelity 25% discount for $52, got $20 statement credit with Amex.
I plan to use state e-file for $25 with BofA custom rewards card and get anyone $20 credit then.
Got the fidelity discount + $20 back from Amex

When do you pay $25 for the state e-file to get the additional $20 from BofA? Thought 1 state was included with Deluxe for free..
Reply
Joined Nov 2004
L5: Journeyman
> bubble2 927 Posts
159 Reputation
lizard5102
Yesterday at 09:50 PM.
Yesterday at 09:50 PM.
Quote from jwr28s :
Got the fidelity discount + $20 back from Amex

When do you pay $25 for the state e-file to get the additional $20 from BofA? Thought 1 state was included with Deluxe for free..
With TT Desktop, state is included but state e-file is not. You have to pay $25 for state e-file (except for NY state, where e-file is free), or print out the returns and mail it via postal mail if you don't want to pay that.
Reply
Joined Jun 2005
L5: Journeyman
> bubble2 809 Posts
86 Reputation
jwr28s
Today at 04:32 AM.
Today at 04:32 AM.
Quote from lizard5102 :
With TT Desktop, state is included but state e-file is not. You have to pay $25 for state e-file (except for NY state, where e-file is free), or print out the returns and mail it via postal mail if you don't want to pay that.
Thank you so much - appreciate that clarity
Reply
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