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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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Featured Comments

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 Apr 2005
L4: Apprentice
> bubble2 420 Posts
133 Reputation
rgii
12-16-2021 at 11:30 AM.
12-16-2021 at 11:30 AM.
Only received discount; looking for a code to exchange for $5 AGC. Please PM if interested!
2
Reply
Joined Sep 2009
L2: Beginner
> bubble2 61 Posts
20 Reputation
anexanhume
12-16-2021 at 11:33 AM.
12-16-2021 at 11:33 AM.
Only $20 for me. I'll just wait for the Amazon after Christmas offer I got the last two years.
Reply
Joined Aug 2011
L5: Journeyman
> bubble2 868 Posts
110 Reputation
MikeAnnon
12-16-2021 at 11:33 AM.
12-16-2021 at 11:33 AM.
Quote from iwheela :
I would think most people with a $500,000 minimum portfolio aren't going to use Turbo Tax for their taxes.

Isn't Fidelity high in fees? I remember talking to them and they seemed on the very high end. Can't remember specifics. Was recommended to use an AI fund with really low fees over Fidelity.
iwheela
I certainly use TT now that my tax situation as a retired CEO has simplified. Easy and accurate. As far a fees: The best choice for ETFs has long been Vanguard. I keep large amounts of $$ there and wouldn't think of going anywhere else.
2
Reply
Joined Nov 2007
L5: Journeyman
> bubble2 748 Posts
123 Reputation
amelen
12-16-2021 at 11:34 AM.
12-16-2021 at 11:34 AM.
This is what I'm getting for Turbo Tax Premier download:

ORDER SUMMARY
Edit
TURBOTAX DESKTOP PREMIER TAX YEAR 2021 WIN DOWNLOAD WITH STATE
$100.00
$85.00
Subtotal
$85.00
Sales Tax
$5.63
TOTAL DUE TODAY
$90.63


Amazon has it for $69.99

What am I missing?
1
Reply
Joined Nov 2008
L3: Novice
> bubble2 105 Posts
10 Reputation
lordy1952
12-16-2021 at 11:35 AM.
12-16-2021 at 11:35 AM.
Quote from Woz2000 :
Got it! First time I got this when the promo starts, I usually get it some time in January. If you meet the requirements, hang tight, you'll get it in January!

The requirements are a bit ambiguous, but usually if you are an active trader or have minimum $500k in non-retirements accounts or combined $1mm for all accounts. Typing these requirements from memory, so may not be 100% accurate.
Are you sure on those requirements? If so let me call up fidelity...
Reply
Joined Nov 2010
L6: Expert
> bubble2 1,619 Posts
103 Reputation
YingTK
12-16-2021 at 11:39 AM.
12-16-2021 at 11:39 AM.
Great! Thanks for sharing this deal! What's the benefit of downloading and doing tax offline?
Reply
Joined Jul 2003
mmm... pizza
> bubble2 1,204 Posts
129 Reputation
NotFast
12-16-2021 at 11:44 AM.
12-16-2021 at 11:44 AM.
I have money with Fidelity, but only in 401k's and stock purchase plans, and I didn't get the offer. Apparently I'm not a big enough whale Frown
Reply

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Joined Dec 2005
Who?
> bubble2 692 Posts
156 Reputation
DoonGuy
12-16-2021 at 11:44 AM.

Our community has rated this post as helpful. If you agree, why not thank DoonGuy

12-16-2021 at 11:44 AM.
To be eligible you need to be "Active Trader Services" or "Active Trader VIP" customer

Active Trader Services
Trades: 120+ stock, ETF, or option trades in the past 12 months
Portfolio Value: $250,000 or complex trading needs

Active Trader VIP
Trades: 500+ stock, ETF, or option trades in a 12-month period
Portfolio Value: $1,000,000 or greater across your Fidelity accounts



2
Reply
Joined Apr 2019
L2: Beginner
> bubble2 85 Posts
10 Reputation
LavenderFog180
12-16-2021 at 11:50 AM.
12-16-2021 at 11:50 AM.
Quote from rsg :
Lol so you need $250k+ to get this offer? Okay I'll quit looking for it in my account then.
I got 500K+ in there and I only see a $20 discount. they only show it to millionaires
1
Reply
Joined Feb 2009
rLeo
> bubble2 556 Posts
120 Reputation
ctsder
12-16-2021 at 11:50 AM.
12-16-2021 at 11:50 AM.
For people worrying about paying e-file fee for state for download version. I can tell from my experience with CT state e-file process, I usually e-file federal in TT and then print State returns for paper filing and it is very easy to copy paste those numbers in CT state DRS website, I hope other states will have similar process. It takes 5 mins for me to e-file my state returns in CT state DRS website. Hope this helps someone.
Reply
Joined Jan 2014
L4: Apprentice
> bubble2 312 Posts
52 Reputation
Deci
12-16-2021 at 11:51 AM.
12-16-2021 at 11:51 AM.
Quote from Sweetdeelz99 :
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.
this worked for me
Reply
Joined May 2017
L7: Teacher
> bubble2 2,814 Posts
1,564 Reputation
Expert
This user is an Expert in Health & Beauty
Scintillation
12-16-2021 at 12:05 PM.
12-16-2021 at 12:05 PM.
Quote from DoonGuy :
To be eligible you need to be "Active Trader Services" or "Active Trader VIP" customer

Active Trader Services
Trades: 120+ stock, ETF, or option trades in the past 12 months
Portfolio Value: $250,000 or complex trading needs

Active Trader VIP
Trades: 500+ stock, ETF, or option trades in a 12-month period
Portfolio Value: $1,000,000 or greater across your Fidelity accounts
Quote from LavenderFog180 :
I got 500K+ in there and I only see a $20 discount. they only show it to millionaires
LOL exactly. Why are they giving this away free for people who can easily afford it? Us poors need this free.
1
3
Reply
Joined Aug 2021
New User
> bubble2 3 Posts
10 Reputation
BlueLinen863
12-16-2021 at 12:11 PM.
12-16-2021 at 12:11 PM.
I was able to get it for free last year, but only $20 discount this year.
Reply
Joined Nov 2010
L10: Grand Master
> bubble2 15,688 Posts
1,906 Reputation
80is
12-16-2021 at 12:18 PM.
12-16-2021 at 12:18 PM.
Quote from Scintillation :
LOL exactly. Why are they giving this away free for people who can easily afford it? Us poors need this free.
same reason why lenders will loan out $ at a higher interest rate to people who have less and need the loan $ more.
Reply

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