Published on January 22nd, 2016 | by Chuck20
Tax-Time: Complete List of Deals for Doing Taxes
It’s that time of year again – tax filing for 2015 is here. There is always a variety of deals that come up when doing taxes:
- Banks/prepaid cards offering a bonus for getting your tax refunded to that account
- Tax preparation services offering incentives for using their services
These bonuses range from free money, miles, gift cards, rebates and more. We’ll round up the offers currently available, and we’ll keep adding any additional offers or deals that come out, from other posts on our site or offers found around the web.
[The purpose is not to endorse any service – it’s for informational purposes only.]
- 1 Pay Taxes with a Credit Card
- 2 Free Filing for Income Below $62k
- 3 Cashback Shopping Portal
- 4 TurboTax
- 5 H&R Block.com
- 6 Jackson Hewitt
Pay Taxes with a Credit Card
There are a few different providers through which you can pay your taxes with a credit card – all come with a fee. The lowest cost option is Pay1040.com and you’ll pay a fee of just 1.87% to enable the use of Visa/MC/Amex/Discover. This can be a great deal to help meet a minimum spend requirement or any other sort of spend threshold.
See our post A Complete Guide To Paying Your Federal Taxes With A Credit Card for more info on this.
(Paying taxes with a credit card isn’t technically a ‘deal’ but it is something that interests many and we thought to include it here.)
Free Filing for Income Below $62k
The IRS provides free filing software for those with incomes below $62,000. It give you the option of using many of the popular tax filing options (H&R, TurboTax, and many more) – all for free.
Anyone can also get forms for filing taxes at the link above.
Cashback Shopping Portal
Many popular tax preparation services offer cashback via the regular shopping portals. This will only work for online filings, of course. Check Cashbackmonitor for the various options. You can find many of them at this link.
Of particular interest, I noticed that H&R Block offers 20% back via Discover Deals. Double that for 40% back at year’s end (for those enrolled in the double promo) and it’s really a great deal. And you can still try stacking with the Amex Offer for H&R mentioned below (although there is some risk in doing that).
1,000 Free Southwest Miles
- Earn 1,000 free Southwest miles when filing taxes online with TurboTax and going through the Rapid Rewards shopping portal.
- Looks like even the free filing option is eligible for the 1,000-mile bonus, see Terms below.
The 1,000 bonus Rapid Rewards® Points can only be earned by filing an online federal tax return. Filing must be made between Monday, January 4, 2016 and Monday, April 18, 2016 (or by Tuesday, April 19, 2016 if you file in ME or MA) after clicking through this offer on Rapid Rewards Shopping to be eligible (the “Bonus Period”)). TurboTax Online Federal Products qualifying for 1,000 bonus Rapid Rewards Points are the 2015 online version of TurboTax Federal Free Edition, TurboTax Deluxe, TurboTax Premier, and TurboTax Home & Business. This bonus Rapid Rewards Points offer may not be combined with any other product or offer, limit one (1) bonus redemption per Rapid Rewards account number. Eligible only after a tax year 2015 completed federal tax return is filed during the Bonus Period. Federal tax filings made using TurboTax CDs, downloaded products, or in-app purchases are not eligible for the bonus offer. Please allow six to eight weeks from the date of your qualified federal tax filing for your Rapid Rewards account to be credited with 1,000 bonus Rapid Rewards Points.
Note that some people mention having problems getting these miles posted in the past, and it needed manual input.
State Farm Customers
Via MyMoneyBlog, State Farm customers can get a discounted rate on their TurboTax fees. The standard price is $0/$35/$55/$80 for Free/Deluxe/Premier/Home&Business. With the State Farm link, the price should be $0/$0/$20/$30.
Insurance-only customers of State Farm are not eligible for this discount.
Netspend & Fidelity Customers
Direct Link for Fidelity
Fidelity customers can get a discounted rate on their TurboTax fees. The standard price is $0/$35/$55/$80 for Free/Deluxe/Premier/Home&Business. With the Fidelity link, the price is $0/$25/$40/$60. (HT: moneysmylife)
Direct Link for Netspend
Netspend customers can get the same discount as Fidelity customers.
(These deals will probably not stack with the 1,000 free Southwest miles deal since each one needs a unique link.)
10% Gift Card Bonus
H&R Block offers the option of getting up to a 10% bonus when getting your tax refund in the form of a gift card instead of cash. Basic and Free customers get a 5% bonus, and Deluxe and Premier customers get a 10% bonus. Popular merchants available include Amazon, Home Depot, Kohl’s and many more.
See our post 10% Gift Card Bonus on Tax Refund with H&R Block for all the details.
$15 Off $40 with Amex
This one is showing in the Amex login.
- Spend $40 or more at hrblock.com with a registered Amex card and receive a $15 statement credit. Online only. Expires 4/15/16.
A couple deals found on Slickdeals for H&R tax packages:
- With state filing – get Deluxe at just $15 and Premium at $25, and it’s reported there that it will stack with the 10% gift card bonus as well. More details on Slickdeals.
- Without state filing – get Deluxe for $10.50 and Premium for $15 with this link. (Slickdeals)
$50 Rebate onto Prepaid Serve Card
- Get $50 on an American Express Serve card when doing taxes with Jackson Hewitt. Rebate is issued the same day. No minimum purchase is mentioned for this offer (as it is for the Walmart offer below). Offer valid at Jackson Hewitt storefront locations only.
It sounds like they can issue the $50 onto a new Serve card, and thus, you may be able to do this deal even if you don’t have a Serve prepaid account.
Free $50 Walmart Gift Card
- Get a free $50 Walmart e-gift card when you use Jackson Hewitt tax preparation services costing $150 or more. The gift card is issued the same day.
Unclear if this offer will work with online filings; more likely, it will only work for storefront filings.
Please add in the comments any additional tax-related deals and we’ll add them in.