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Select Fidelity Customers: TurboTax Premiere Tax Service Expired
Free
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:
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
- Click here and Log In to your Fidelity Account
- 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
- 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
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.co
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.co
in
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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.
EDIT: Found the eligibility requirements from last year's thread:
https://www.fidelity.co
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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
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?
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.
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Our community has rated this post as helpful. If you agree, why not thank DoonGuy
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
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.
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
Sign up for a Slickdeals account to remove this ad.