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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 Jan 2015
L3: Novice
> bubble2 147 Posts
52 Reputation
medullah
12-16-2021 at 01:43 PM.
12-16-2021 at 01:43 PM.
Dang my 12 year old account with $0.02 in wasn't eligible.
3
Reply
Joined Dec 2007
L5: Journeyman
> bubble2 755 Posts
57 Reputation
mrhoque
12-16-2021 at 01:44 PM.
12-16-2021 at 01:44 PM.
PM me if you share the code for $5 amazon GC
4
Reply
Joined Nov 2004
L9: Master
> bubble2 4,752 Posts
797 Reputation
whenry83
12-16-2021 at 01:59 PM.
12-16-2021 at 01:59 PM.
Only $20 off for me. I guess they don't like people that only buy Fidelity Zero Funds Smilie
1
Reply
Joined Apr 2017
L5: Journeyman
> bubble2 978 Posts
188 Reputation
publicpersona
12-16-2021 at 02:01 PM.
12-16-2021 at 02:01 PM.
Quote from lordy1952 :
Are you sure on those requirements? If so let me call up fidelity...
I'm not the poster, but I can tell you he is not sure. Or, shouldn't be sure. No one knows exactly what the criteria is.
Reply
Joined Apr 2017
L5: Journeyman
> bubble2 978 Posts
188 Reputation
publicpersona
12-16-2021 at 02:06 PM.
12-16-2021 at 02:06 PM.
Quote from mezzyhandz :
EDIT: Found the eligibility requirements from last year's thread:
https://www.fidelity.com/trading/...ice-levels [fidelity.com]
Those are sufficient, but not necessary conditions to qualify. I haven't done more than a dozen trades with Fidelity over the last decade, and have less than $10 in my brokerage account ,and I've gotten TurboTax Premier free the last four years including today. There are threads elsewhere on the interwebs where people have been trying to figure out what else might qualify, and for every reasonable speculation, there has been data points to the contrary. Gun to my head, I'd guess assets in non-employer sponsored retirement plans of a certain size might qualify.
Reply
Joined Sep 2010
L2: Beginner
> bubble2 35 Posts
14 Reputation
svenesb
12-16-2021 at 02:09 PM.
12-16-2021 at 02:09 PM.
Damn, of course I get the offer...I bought the H&R Block tax software from Amazon a couple of weeks ago for $22.
1
Reply
Joined Jun 2006
L10: Grand Master
> bubble2 10,479 Posts
2,863 Reputation
kwadguy
12-16-2021 at 02:13 PM.
12-16-2021 at 02:13 PM.
Yoink!

Thanks for the reminder.
1
Reply

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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-16-2021 at 02:21 PM.
12-16-2021 at 02:21 PM.
Quote from t_j :
Anyone know if Schwab will do a deal like this?
I've never heard of them doing it.
Reply
Joined Apr 2014
L6: Expert
> bubble2 1,106 Posts
wwphil
12-16-2021 at 02:23 PM.
12-16-2021 at 02:23 PM.
need a code will trade with $5 amazon gc. Please pm me.
3
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-16-2021 at 02:26 PM.
12-16-2021 at 02:26 PM.
Quote from svenesb :
Damn, of course I get the offer...I bought the H&R Block tax software from Amazon a couple of weeks ago for $22.
Look for 100% SATISFACTION GUARANTEE towards the bottom of this page. You can get a refund.

Guarantees | H&R Block® (hrblock.com)
1
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-16-2021 at 02:27 PM.
12-16-2021 at 02:27 PM.
Quote from wwphil :
need a code will trade with $5 amazon gc. Please pm me.
How is this any different from sharing a copy that you've purchased? It's not legal.
2
Reply
Joined Nov 2016
L1: Learner
> bubble2 20 Posts
14 Reputation
makabe
12-16-2021 at 02:31 PM.
12-16-2021 at 02:31 PM.
The one bummer for me is that the Mac OS download product can only be installed on 10.15 or higher--in other words I have to figure out a different computer for running Quicken 2007.
And don't tell me I should have just used the online version--I have self employment stuff that works with the Premier download that I'd have to pay extra $$ for online access to forms. The problems of privilege :-) (should probably just rename myself kevin right now).
1
Reply
Joined Mar 2015
L4: Apprentice
> bubble2 418 Posts
34 Reputation
air_towel
12-16-2021 at 02:34 PM.
12-16-2021 at 02:34 PM.
Wait, so if I spam 120 fractional trades in a no-commission ETF, I get free tax software?

BRB, being maliciously compliant.
1
Reply
Joined May 2017
L2: Beginner
> bubble2 43 Posts
18 Reputation
Jugsal
12-16-2021 at 02:36 PM.
12-16-2021 at 02:36 PM.
thanks, got it for free
Reply

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Joined Jul 2010
L2: Beginner
> bubble2 25 Posts
10 Reputation
ultrawide
12-16-2021 at 02:43 PM.
12-16-2021 at 02:43 PM.
Willing to trade $7 amazon gc for download copy code
3
Reply
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