State Farm is offering significant TurboTax discounts, but only for select bank and mutual fund customers. The promotional prices for 2015 are: TurboTax Federal Deluxe Online free, Premier $20, and Home & Business $30. A free state return is also included with free e-File for all online versions. Details:
- You must have at least one State Farm Bank or Mutual Fund account linked to your StateFarm.com online profile. This includes checking, savings, IRA, and credit card accounts. However, if you only have insurance with them, you will NOT get this discount.
- You must register through this promotion link.
- Offer limited to the first 25,000 qualified customers who register through State Farm to use TurboTax Online. I don’t recall how fast this ran out, but last year I believe it did run out before April 15th.
Some history… According to my notes, from 2006-2009 State Farm offered TurboTax Deluxe for free to all customers including insurance policyholders. In 2010 or 2011, they started restricting it only to bank and credit card customers.
The easiest way to gain access to this promotion is their regular “Checking” bank account with requires a $25 minimum initial deposit and no minimum balance fee. You must link your bank account number to your online State Farm profile, after which the website will recognize you as a State Farm Bank customer and you’ll be given access to the offer. Here is what you should see:
Reminder: TurboTax only charges you when you finally file your return. To guarantee that you’ll get this discount, you’ll have to access TurboTax via this StateFarm.com link and not TurboTax.com. Some people choose to “lock in” the pricing by registering and paying before actually finishing your return, but I’d only try this if you’re just using the free Deluxe (unless you are 100% sure you’ll use this software).
State Farm® customers can save on TurboTax 2015 by taking advantage of special offers. To receive your special TurboTax offer, you must access and complete your return through the link below. If you access your return directly from Intuit’s site, special offers will not be applied.