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USAA Tax Center

Find the forms, discounts and answers you need.

 

Save 20% or more and get your refund up to 5 days early.‍ ‍ See note a

Enlisted active duty and Reserves can file their federal return free. Members save 20%, whether you get a tax expert to help or file on your own.‍ ‍ See note 1

File with TurboTax (Opens new window)

Notes for Save 20% or more and get your refund up to 5 days early.‍ ‍

  1. Up to 5 days before IRS delivery in your own bank account for a fee. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

Bank tax forms schedule

Life insurance tax forms schedule

Tax forms and documents

Get the tax documents you need to file from USAA and our trusted providers.

USAA

You can access most USAA tax documents online.

Go to My Documents

Schwab

Get tax forms and other documents you need.

Visit Schwab's Tax Center

Maximize your tax refund

USAA and our trusted providers may be able to help you save for retirement, invest to reach your goals, and keep more of what you earn and save.

IRA

Discover how opening and contributing to an IRA can potentially offer you tax benefits.

Explore an IRA

Investment Solutions

Find possible options for your tax refund with our investment providers.

Explore investing

Retirement Protection

Learn about USAA's retirement income solutions that could help protect your financial security.

Explore retirement income

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.

Get started with Savings Booster Tax Refund tool

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
  • 10% 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. 4, 2024, to Oct. 15, 2025. 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. 4, 2024, to Feb. 28, 2025. 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.

View all tax FAQ

Related resources

How to do taxes: 4 steps for first-time filers

Article: 3 minutes

Read article: How to do taxes: 4 steps for first-time filers

5 tax tips for service members and their families

Article: 2 minutes

Read article: 5 tax tips for service members and their families

Personal income tax: What can I do with my refund?

Article: 4 minutes

Read article: Personal income tax: What can I do with my refund?

Related footnotes:

  1. Enlisted (Active-Duty & Reserves): Free state and federal taxes with TurboTax Online (Free Edition, Deluxe, Premium). Offer ends Oct. 15, 2024. Simply use your military W-2, verify rank and your discount will be applied when you file. Not valid for TurboTax CD/Download products or TurboTax Live products. Other Members: Save 20% on TurboTax federal products, including TurboTax Online, TurboTax Live Assisted, TurboTax Live Full Service, and TurboTax CD/Download products. Prices for online products are determined at the time of print or e-file and may change without notice. Limited time offer for Officers: free TurboTax Online Deluxe federal for active duty and reserve Officers between 12/1/23 and 2/29/24. Must start TurboTax from the USAA co- branded site and file by 2/29/24. Not valid for TurboTax Online Premium, TurboTax Live Assisted products, TurboTax Full-Service products, or TurboTax desktop download products. All officers using products other than TurboTax Online Deluxe will get the 20% USAA discount.

Related footnotes:

  1. Investment and Insurance Products are:

    • Not Insured by the FDIC or Any Federal Government Agency
    • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank
    • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

  2. Investing involves risk, including potential loss of principal.

  3. USAA makes no warranties or representations regarding the accuracy of the information in the TurboTax Live Community. USAA does not control the privacy or security practices of the TurboTax Live Community. You should read its privacy and security policies.

  4. Intuit Inc. is not affiliated with USAA and is solely responsible for the provided information and content. USAA cannot guarantee that the information and content supplied is accurate, complete, or timely, and does not make any warranties with regard to the results obtained by its use. Intuit, TurboTax, and TurboTax Online, among others are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries and are used with permission.

    Visit http://turbotax.intuit.com/lp/yoy/guarantees.jsp[Opens in a New Window] for TurboTax product guarantees and other important information. Limited time offer for TurboTax 2024. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice.

  5. The USAA Perks program is provided through USAA Alliance Services LLC, a wholly owned subsidiary of USAA. USAA Alliance Services contracts with companies not affiliated with USAA to offer their products and services to members and customers. USAA Alliance Services receives compensation from these companies based on the sale of these products or services. When you purchase a product or service from one of these companies, that company is responsible for protecting your data and its processes and procedures may differ from those of USAA. These companies have sole financial responsibility for their products and services.

  6. By clicking on a vendor product or service, USAA may share your personal information (e.g. name, email, USAA Number, etc.) with these companies for authentication purposes and to facilitate your effort to transact business with their company

  7. USAA means United Services Automobile Association and its affiliates.

    USAA Federal Savings Bank offers deposit, credit card, consumer lending, mortgage, and other banking products and services. USAA Federal Savings Bank is a Member of FDIC. Credit card, mortgage and other lending products not FDIC-insured.

  8. Use of the term "member" or "membership" refers to membership in USAA Membership Services and does not convey any legal or ownership rights in USAA. Restrictions apply and are subject to change.

  9. The trademarks, logos and names of other companies, products and services are the property of their respective owners.

  10. USAA and its affiliates do not provide tax advice. Taxpayers should seek advice based upon their own particular circumstances from an independent tax advisor.

  11. USAA Investment Services Company (ISCO), a registered broker-dealer and a registered investment adviser, provides referral and marketing services on behalf of Charles Schwab & Co., Inc. (Schwab), a dually registered investment adviser and broker-dealer. Schwab compensates ISCO for these services.

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