How to switch account over to active duty military/reserves account. Last year I did not receive any discount when filing.

Forum|Forum|1 year ago
January 27, 2025
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xmasbaby0

MILITARY DISCOUNT

https://turbotax.intuit.com/personal-taxes/online/military-edition.jsp

(There are no military discounts on “Live” versions, the CD/download or on add-on features)

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

mesquitebean

Go back in your interview and indicate the items I list below. You have to be E1-E9 enlisted military (active duty/reservists.) Excludes National Guard. Plus there are 3 main things you have to indicate to get the military discount. Be sure you have done all 3.

1) In the MY INFO section indicate that you served in the armed forces in 2024 and when you place the checkmark, answer the additional items that expand.

2) Enter a military W-2 from DFAS.

3) As you proceed after you enter the W-2, there is a screen that says "Let's check for uncommon situations" concerning your W-2 and has a long list of things. You must place a checkmark for the item that says "active duty military" even though you answered it in the MY INFO section.

When you go through the filing steps, make sure you are getting the discount (free). Do not pay. If it tries to charge you, we can help you further or tell you how to talk to Support.

DoninGA

In the My Info section of the program you need to indicate that you are active military. You must enter a Military W-2 in the Wages & Income section and after completing the W-2 on the screen labeled Let's check for uncommon situations you will need to check the box Active military duty

When you complete the tax return using the above information you will not be charged for either the federal or state tax returns. (Assuming you have indicated you are enlisted personnel)