Save money on TurboTax
Enlisted active duty and reserves can file their federal return free. Other members save 20%. See note 1
Bank tax forms schedule
Life insurance tax forms schedule
Save your tax refund
If you know you’re getting a tax refund, save some or all of it using our Savings Booster Tax Refund tool. We’ll automatically transfer the amount you set into the USAA Bank account you choose.
Tax FAQ
Get started by selecting “File with TurboTax” on this page. Then explore your options and choose the product you want to use to file your taxes.
Your discount will be applied when you print or e-file your taxes and may change without notice.
General TurboTax discounts:
- 20% off TurboTax Online “Do it yourself” products
- 20% off CD/Download products
- 20% off TurboTax Live Assisted products
- 20% off TurboTax Live Full Service products
Limited time offers for military members:
- Enlisted active-duty and Reserve members: You can file free state and federal tax returns with any TurboTax Online "Do it yourself" product. Simply use your military W-2 and verify your rank.
This offer is available from Dec. 1, 2023, to Oct. 15, 2024. It’s not valid for TurboTax CD/Download, TurboTax Live Assisted or TurboTax Live Full Service products
- Active-duty and Reserve officers: You can file free federal tax returns with TurboTax Online Deluxe. Simply use your military W-2 and verify your rank.
This offer is available from Dec. 1, 2023, to Feb. 29, 2024. It’s not valid for TurboTax Online state, TurboTax CD/Download, TurboTax Live Assisted, TurboTax Live Full Service or other TurboTax Online “Do it yourself” products.
1099 tax forms for USAA Federal Savings Bank and Life Company cannot be automatically imported to TurboTax using an import code.
If you used USAA to upload documents to TurboTax, you'll now need to input your information manually. See tax FAQ.
Here’s a helpful guide for what’s generally reported on the following information returns:
- 1098: Mortgage interest
- 1099-A: Acquisition or abandonment of secured property
- 1099-C: Canceled debt
- 1099-INT: Interest income
- 1099 LTC: Long-term care and accelerated death benefits
- 1099-MISC: Miscellaneous income
- 1099-NEC: Nonemployee compensation
- 1099-Q: Payments from qualified education programs
- 1099-R: Distributions from pensions, annuities, retirement or profit-sharing plans, IRAs and insurance contracts
- 1099-SB: Seller’s investment in life contract
- 1042-S: Certain income earned by foreign persons from U.S. sources
- 5498: IRA contribution information
- 5498-ESA: Coverdell ESA contribution information
In certain circumstances, the IRS allows companies like USAA to provide substitute tax forms.