Tax Preparation Checklist




Keep in mind, through the Invest in America program, TurboTax® offers some great discounts on TurboTax® Federal Products.* 

Be treated like the unique individual you are and save money with TurboTax – just for being a credit union member. And you can relax knowing that your taxes are done right with TurboTax’s:

  • Step-by-step guidance with customized questions based on your job, family and life – so you’ll get every penny you deserve.
  • Year-round expert help, so you can get one-on-one answers to your tax questions – free.***
  • 100% accurate calculations** and your guaranteed maximum refund – or your money back.****
Member Benefits:
  • $5 Off Federal Deluxe
  • $10 Off Federal Premium
  • $15 Off Home & Business
TurboTax puts the power in your hands to keep more of your hard-earned money.


TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. State filing charges apply. Limited time offer for TurboTax 2012. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. *TurboTax® is a tax preparation software product offered to our members through the Invest in America program and is not a product of this Credit Union. ** Accurate calculations guaranteed. If you pay an IRS or state penalty or interest because of a TurboTax calculations error, we’ll pay you the penalty and interest. ***TurboTax live tax advice service is free and subject to availability, restrictions and change without notice. Available via telephone or live chat. See full offer details by clicking here. ****Maximum (Biggest) Refund Guaranteed or Your Money Back: If you get a larger refund or smaller tax due from another tax preparation method, we’ll refund the applicable TurboTax federal and/or state purchase price paid. TurboTax Federal Free Edition customers are entitled to payment of $14.95 and a refund of your state purchase price paid. Claims must be submitted within 60 days of your TurboTax filing date and no later than 6/15/13. Optional add-on services excluded. Cannot be combined with TurboTax Satisfaction (Easy) Guarantee.

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