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Fidelity Discounts, Deals and Coupon Codes

YMMV - PSA Fidelity free TurboTax® Online Premier now available to select customers.

1,393 855 January 6, 2020 at 08:56 PM in Occasions (7) Fidelity
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Last Edited by LowRoller January 12, 2020 at 10:49 AM
+13 Deal Score
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Fidelity is once again offering free TurboTax Preimer for select customers. Data points suggest Private Client Group and Active Traders should are it after logging in on desktop version of webpage.

https://www.fidelity.com/
These responses are not provided or commissioned by the bank advertiser. Responses have not been reviewed, approved or otherwise endorsed by the bank advertiser. It is not the bank advertiser's responsibility to ensure all posts and/or questions are answered. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, airline or hotel chain, and have not been reviewed, approved or otherwise endorsed by any of these entities.

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Joined Jul 2018
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> bubble2 21 Posts
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Krenwo
01-07-2020 at 11:47 AM.
01-07-2020 at 11:47 AM.
I only have $20 off offer here - https://www.fidelity.com/tax-info...t/overview
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Joined Mar 2007
L4: Apprentice
> bubble2 469 Posts
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hungluu00
01-07-2020 at 11:56 AM.
01-07-2020 at 11:56 AM.
I only have the $20 off offer too. I have both an investment account and a 401K there.
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Joined Jun 2006
L10: Grand Master
> bubble2 10,479 Posts
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kwadguy
01-07-2020 at 12:11 PM.
01-07-2020 at 12:11 PM.
Thanks to the OP and the person who posted where to find the download link.

Got my $0.00 Premier Fed+State through Fidelity. One more thing to scratch off the list.
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Joined Dec 2019
L5: Journeyman
> bubble2 793 Posts
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FabulousBike6172
01-07-2020 at 01:12 PM.
01-07-2020 at 01:12 PM.
Up to $20 off
Link shows price wirh discount $70 for deluxe
Costco amazon staples better !!
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Joined Nov 2010
HA
> bubble2 866 Posts
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luniz97
01-07-2020 at 01:13 PM.
01-07-2020 at 01:13 PM.
The best part is, you can download it and upgrade to home and business for $10!
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Joined Dec 2003
L5: Journeyman
> bubble2 844 Posts
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rvmehta
01-07-2020 at 01:48 PM.
01-07-2020 at 01:48 PM.
Awesome. Thanks! Anyone got a good deal for Turbotax Business? Cheapest I see is $105 at Costco and Amazon.
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Joined Feb 2010
L3: Novice
> bubble2 118 Posts
35 Reputation
RCFlyer
01-07-2020 at 01:51 PM.
01-07-2020 at 01:51 PM.
Dammit Janet

Just bought Deluxe this weekend, installed it and registered it with the code, just to show my wife I'm not going to putz around and do it last second this year.
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Joined May 2005
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> bubble2 7,887 Posts
vickh
01-07-2020 at 02:22 PM.
01-07-2020 at 02:22 PM.
Quote from rvmehta :
Awesome. Thanks! Anyone got a good deal for Turbotax Business? Cheapest I see is $105 at Costco and Amazon.
use AMZ FSSS credits
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Joined Jul 2007
L4: Apprentice
> bubble2 463 Posts
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alphacow
01-07-2020 at 02:28 PM.
01-07-2020 at 02:28 PM.
Is there somewhere you can see how many trades you've done with Fidelity? Wondering if I'm close to their active trader, I could bump it up and then get this for free.
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Joined Apr 2010
L2: Beginner
> bubble2 34 Posts
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extesy
01-07-2020 at 02:39 PM.
01-07-2020 at 02:39 PM.
Can someone please copy/paste the destination link for the offer? It's probably not account-specific. Right-click on the offer button and select "copy link".

I only have the $20 offer and for me the link is http://turbotax.intuit.com/affiliate/fidelityret. What is the link for the free offer?
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Last edited by extesy January 7, 2020 at 02:52 PM.
Joined Apr 2017
New User
> bubble2 13 Posts
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junk22_m
01-07-2020 at 02:51 PM.
01-07-2020 at 02:51 PM.
you have to have > 30k portfolio AND > 120 trades to qualify.Trades are free now, so I dont know if you can goose your trade count on penny stocks
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Joined Apr 2005
L2: Beginner
> bubble2 61 Posts
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Pro
looking
01-07-2020 at 02:52 PM.
01-07-2020 at 02:52 PM.
Thanks midorix. I just download and installed the software. I was getting worried that Fidelity wasn't going to offer it this year as last year it was available earlier.
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Joined May 2008
Oh, you can change this.
> bubble2 4,615 Posts
1,134 Reputation
adamant
01-07-2020 at 02:55 PM.
01-07-2020 at 02:55 PM.
Quote from daytech :
I got it in my Fidelity. Was able to download it. The link should look like the attached picture on the lower right of your summary page.
Can you copy the "Get started" link?
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Joined Apr 2017
L5: Journeyman
> bubble2 981 Posts
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publicpersona
01-07-2020 at 03:10 PM.
01-07-2020 at 03:10 PM.
Quote from manish22 :
you have to have > 30k portfolio AND > 120 trades to qualify.
This is not true. First of all the word "and" does not appear in the description at https://www.fidelity.com/trading/...ice-levels. You added that and emphasized it.

And while they do document this tax software benefit for "Active Traders", Fidelity routinely makes Premier with State available to their key customers. Now, what is a key customer? No one knows for sure. I can tell you I always get the Premier offer and hardly ever trade. I do have "Private Client Group" designation on my account and significant assets held there. At the same time, my spouse does almost no trades either and has a much smaller amount in assets, and his account has the offer as well.

It is hugely YMMV, and I would suggest any attempt to state what the qualifications are on SlickDeals is just someone speculating.
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Joined Jul 2015
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> bubble2 34 Posts
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Russell_
01-07-2020 at 03:14 PM.
01-07-2020 at 03:14 PM.
Thanks OP for this useful post.
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Last edited by Russell_ January 7, 2020 at 03:30 PM.
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