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Select Fidelity Customers: TurboTax Premiere Tax Service Expired

Free
+318 Deal Score
284,514 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
284,514 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 Oct 2017
L6: Expert
> bubble2 1,342 Posts
324 Reputation
kickerstarter
12-16-2021 at 12:28 PM.
12-16-2021 at 12:28 PM.
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.
On the other hand, the DOWNLOAD version gives you 5 e-File for Federal. I always stick it to the state by filing by mail. Cost me $2 in postage. I don't understand why the state won't let me open an account and file with a PDF. Even houses are purchased over online these days. If they like handling paper returns, so be it.
Reply
Joined Sep 2013
Thank you for the music
> bubble2 2,669 Posts
plusring
12-16-2021 at 12:29 PM.
12-16-2021 at 12:29 PM.
$1M+ account balance works without being an active trader.
Reply
Joined Nov 2010
L6: Expert
> bubble2 1,279 Posts
249 Reputation
BobbyA
12-16-2021 at 12:43 PM.
12-16-2021 at 12:43 PM.
"Save up to $20 on TurboTax®"
Cheap turds.
3
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-16-2021 at 12:44 PM.
12-16-2021 at 12:44 PM.
Quote from BobbyA :
"Save up to $20 on TurboTax®"
Cheap turds.
Are you a Private Client or Active Trader client? If not, what makes you think that you deserve it for free?
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-16-2021 at 12:48 PM.
12-16-2021 at 12:48 PM.
Quote from LavenderFog180 :
I got 500K+ in there and I only see a $20 discount. they only show it to millionaires
That would be correct. Private Client Group customers with $1m and Active Traders get it for free.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-16-2021 at 12:49 PM.
12-16-2021 at 12:49 PM.
Quote from amelen :
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?
Does it show $0 when you go to the site? If it does, start over again until you see it at $0. If you do not see the free offer on the Fidelity Portfolio Summary page, you do not qualify for the offer.
Reply
Joined Nov 2007
L4: Apprentice
> bubble2 309 Posts
31 Reputation
Shatnes
12-16-2021 at 01:02 PM.
12-16-2021 at 01:02 PM.
Thanks for posting. I didn't see it on my account summary page this morning, then it showed up in the afternoon while talking to a Fidelity representative. Last year my daughter was able to use it to file her tax return also. I believe you can file up to five returns with one product key.
Reply

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Joined Nov 2009
L5: Journeyman
> bubble2 617 Posts
114 Reputation
dweekie
12-16-2021 at 01:04 PM.
12-16-2021 at 01:04 PM.
Quote from SennamonTea :
looks like only $20 here too, I change service so much I forgot what I used last year. Went and look it seems like I used Credit Karma for free last year. Maybe they'll have it again this year.

Edit: it looks like Credit Karma is no more, they changed name to Cash App Tax

Credit Karma was purchased by Intuit (TurboTax). Tax software went to Square.
Reply
Last edited by dweekie December 16, 2021 at 01:07 PM.
Joined Mar 2008
L10: Grand Master
> bubble2 7,102 Posts
1,292 Reputation
ready2rumble
12-16-2021 at 01:08 PM.
12-16-2021 at 01:08 PM.
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.
Hmm, I've met those requirements, but am still seeing only the $20 off. Hopefully it updates in January and I get it for free for once!
Reply
Joined Jun 2016
L3: Novice
> bubble2 28 Posts
188 Reputation
Cam88
12-16-2021 at 01:20 PM.
12-16-2021 at 01:20 PM.
Just received an email today from Turbo Tax. Looks as if free e-filing is officially ended.

With the IRS Free File program surpassing its founding goals of e-file and tax preparation, Intuit has elected not to renew its participation in the Free File Program for the upcoming tax season. This decision will allow us to focus on further innovation and to continue exploring how to best serve the complete financial health of all Americans through our products and services. Learn more.

In the past, you have used TurboTax through the Free File program to prepare and file your taxes. Although Intuit is no longer participating in the program, if your Adjusted Gross Income is $73,000 or less, you may still qualify for other IRS Free File Offers at www.IRS.Gov.
1
Reply
Joined Jul 2014
L7: Teacher
> bubble2 2,331 Posts
300 Reputation
bert90987
12-16-2021 at 01:22 PM.
12-16-2021 at 01:22 PM.
Nice find op
Reply
Joined Jul 2004
L5: Journeyman
> bubble2 542 Posts
29 Reputation
t_j
12-16-2021 at 01:25 PM.
12-16-2021 at 01:25 PM.
Anyone know if Schwab will do a deal like this?
Reply
Joined Apr 2004
L8: Grand Teacher
> bubble2 3,906 Posts
7,608 Reputation
Slikku
12-16-2021 at 01:30 PM.
12-16-2021 at 01:30 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.
Active traders pay them more... it's more like "included as a part of your transaction income we got from you" than "free". Think of it as a dividend Smilie
Reply
Joined Mar 2006
L3: Novice
> bubble2 205 Posts
132 Reputation
eipiplusone
12-16-2021 at 01:31 PM.
12-16-2021 at 01:31 PM.
Thanks OP. Was waiting for this to show up. This time is earlier. Thanks.

Quote from seawolf :
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.
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/
Reply

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Joined Aug 2006
L4: Apprentice
> bubble2 395 Posts
34 Reputation
happyface50
12-16-2021 at 01:33 PM.
12-16-2021 at 01:33 PM.
Quote from ready2rumble :
Hmm, I've met those requirements, but am still seeing only the $20 off. Hopefully it updates in January and I get it for free for once!
Same here, I've met those requirements, but only see the $20 off.


MadConfusedFrown
Reply
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