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Select Fidelity Customers: TurboTax Premiere Tax Service Expired

Free
+318 Deal Score
284,554 Views
Fidelity.com offers Select Fidelity Customers: TurboTax Premiere Tax Service (Online or PC/Mac Download) for Free when you follow instructions below.

Thanks community member seawolf for sharing this deal

Offer Notes:
  • Only Select Fidelity Customers are Eligible for this promotion
  • Members are reporting that customers that have Premium Services, are Active Traders or Private Clients will qualify for promotion
Deal Instructions:
  1. Click here and Log In to your Fidelity Account
  2. Look Under Portfolio Summary Page and If you Are eligible for offer, click "Get TurboTax Online Premier free"
    • Members are reporting that the offer is found by scrolling down to bottom of summary page
  3. Once on TurboTax Site, Select Online Version or Download Version by Selecting "File Your  Taxes" Click on CD/Download Products then click "Compare All Products" then you should see Premiere for Free

Original Post

Written by
Edited December 23, 2021 at 06:39 AM by
It's back.

Login to Fidelity and you may see "Get TurboTax® Premier free

Receive a free federal and state tax return
TurboTax® will automatically import your Fidelity account info
Get your refund quickly by direct depositing into your Fidelity account"

To access download version:
1. Click link from Fidelity to be directed to TurboTax site.
2. Once on TurboTax site, click File Your own Taxes on top left corner.
3. Click CD/Download Products
4. Click Compare All products


Similar to last year's thread by MisterBill

https://slickdeals.net/f/14706584-turbotax-premier-free-for-some-fidelity-customers-premium-services-active-traders-private-client-ymmv-2020-tax-year-thread?v=1

fidelity.com

https://www.fidelity.com/
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Deal
Score
+318
284,554 Views
Free
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.

495 Comments

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you can find it on this page - https://www.fidelity.com/tax-info...n/overview
After getting it for free the last couple of years, that link only shows $20 off. Bummer!
UPDATE: Nvm! I see it on the summary page after refreshing a couple of times.

How to download instead of online version?
UPDATE: Figured out how to download. After logging in, I reopened the Fidelity link, on the top menu goto file your taxes, cd/download, compare products, and the premier should be $0. Had to try this several times but finally got the download version.
Ah bummer, I don't see it anywhere in my account. Only the $20 offer.

EDIT: Found the eligibility requirements from last year's thread:
https://www.fidelity.com/trading/...ice-levels

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Joined Feb 2007
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> bubble2 73 Posts
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supurcman
12-16-2021 at 10:39 AM.
12-16-2021 at 10:39 AM.
Quote from tajdtj :
If anyone has a code they do not plan to use I would appreciate a PM all I see to get is the $20 off deals.
Thanks
Same, only seeing the $20 off coupon. If anyone is willing to share a code I'd be grateful.
2
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-16-2021 at 10:47 AM.
12-16-2021 at 10:47 AM.
Quote from Quinnjamin :
I don't see a link to download? Is it really forcing us to use the online version this year?
You always have to search for download on the page.

Update I see they made it harder this year!
Reply
Last edited by MisterBill December 16, 2021 at 10:55 AM.
Joined Feb 2005
L999 - Grand Master
> bubble2 6,134 Posts
1,122 Reputation
alchemista
12-16-2021 at 10:53 AM.
12-16-2021 at 10:53 AM.
$20 for TurboTax
$20 for H&R Block
25% off TaxAct
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-16-2021 at 10:58 AM.
12-16-2021 at 10:58 AM.
Quote from dealnabber :
Important note! Just like last year:

If you use the ONLINE version of this Premier promo, both Federal and State e-file will be FREE.

However, if you do the DOWNLOAD route, the Federal e-file is free, and you get one State download, but the STATE E-FILE is NOT FREE. The State E-file is based on the date that you e-file ($20 if you file earlier, but $25 as you get closer to the deadline) (the exception is New York state, where there is no state e-file fee).

Just wanted everyone to know.

I'll still be doing the Download route (like I did last year), as it is more comprehensive, and will just have to stomach the additional State e-file fee. I paid $25 in April.
Also, if you need multiple states, all are (or at least were) free with the online version. If you use the download version, you'll pay an extra $30-40 per extra state PLUS e-file.

Fortunately, e-file is free for NY residents. One of the few odd laws here that are good for consumers.
Reply
Joined Nov 2016
L3: Novice
> bubble2 135 Posts
662 Reputation
Privies
12-16-2021 at 11:04 AM.
12-16-2021 at 11:04 AM.
Got it! Best deal I have seen here in a long time!

Thanks OP!
1
Reply
Joined Apr 2006
L6: Expert
> bubble2 1,055 Posts
275 Reputation
yeba
12-16-2021 at 11:04 AM.
12-16-2021 at 11:04 AM.
seems like the deal from last year was better than this year. I got TT Premiere for $54 last year same time in amazon
Reply

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Joined Dec 2004
L10: Grand Master
> bubble2 70,217 Posts
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Schooby
12-16-2021 at 11:15 AM.
12-16-2021 at 11:15 AM.
Bummer, I only show a discount not free.
Thanks anyway OP
Reply
Joined Jan 2012
L3: Novice
> bubble2 177 Posts
34 Reputation
drtoucan
12-16-2021 at 11:17 AM.
12-16-2021 at 11:17 AM.
I have a brokerage account with them. Hopefully that's enough to get it. Thanks for the share!
1
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Joined Oct 2007
L10: Grand Master
> bubble2 12,657 Posts
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arribasn
12-16-2021 at 11:20 AM.
12-16-2021 at 11:20 AM.
anyone with just a 401K plan get this offer?
Reply
Joined Jun 2010
L9001: Master
> bubble2 1,804 Posts
642 Reputation
woomer051
12-16-2021 at 11:20 AM.
12-16-2021 at 11:20 AM.
Use creditkarma tax. Usually tax based software helps you prepare federal only to charge you for state. Creditkarma tax is free state and federal efile.
Reply
Joined Aug 2011
L5: Journeyman
> bubble2 852 Posts
196 Reputation
Bulldogpride08
12-16-2021 at 11:23 AM.
12-16-2021 at 11:23 AM.
Quote from woomer051 :
Use creditkarma tax. Usually tax based software helps you prepare federal only to charge you for state. Creditkarma tax is free state and federal efile.
credit karma sold their tax software to cash app. No idea what it'll look like this year.
Reply
Joined Mar 2014
L2: Beginner
> bubble2 67 Posts
59 Reputation
bfridman
12-16-2021 at 11:23 AM.
12-16-2021 at 11:23 AM.
Awesome! The offer was at the bottom of my portfolio page.
Reply
Joined Nov 2010
L5: Journeyman
> bubble2 531 Posts
83 Reputation
mrburns
12-16-2021 at 11:27 AM.
12-16-2021 at 11:27 AM.
Nice got it
Reply

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Joined May 2005
L6: Expert
> bubble2 1,593 Posts
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rsg
12-16-2021 at 11:27 AM.
12-16-2021 at 11:27 AM.
Quote from mezzyhandz :
Ah bummer, I don't see it anywhere in my account. Only the $20 offer.

EDIT: Found the eligibility requirements from last year's thread:
https://www.fidelity.com/trading/...ice-levels

Lol so you need $250k+ to get this offer? Okay I'll quit looking for it in my account then.
1
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