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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 2010
L3: Novice
> bubble2 255 Posts
26 Reputation
Rrikp
12-17-2021 at 09:39 AM.
12-17-2021 at 09:39 AM.
Quote from MisterBill :
Yes. Just go back in and find the download version and "purchase" it.

Awesome, will try that thanks
Reply
Joined Nov 2008
L1: Learner
> bubble2 24 Posts
29 Reputation
LopEaredBunny
12-17-2021 at 09:39 AM.
12-17-2021 at 09:39 AM.
A YouTuber posted a video if you are a visual learner: https://www.youtube.com/watch?v=PI06s7DPeKY
Reply
Last edited by LopEaredBunny December 17, 2021 at 09:52 AM.
Joined Dec 2007
L6: Expert
> bubble2 1,908 Posts
283 Reputation
flapjabby
12-17-2021 at 09:44 AM.
12-17-2021 at 09:44 AM.
I have fairly significant retirement, HSA, multiple 529s and DAF accounts with them but only qualify for the $20 offer.
1
Reply
Last edited by flapjabby December 17, 2021 at 09:50 AM.
Joined Dec 2015
L3: Novice
> bubble2 126 Posts
18 Reputation
JonahTheWhalePimp
12-17-2021 at 09:45 AM.
12-17-2021 at 09:45 AM.
Plus the 20 off that many of us are seeing is for the most expensive product, otherwise it's 10-15 off. Not sure if this is a deal. For brokerage investments I only need deluxe correct? Or do I need premier.
Reply
Joined Jul 2019
L3: Novice
> bubble2 269 Posts
14 Reputation
PN10
12-17-2021 at 09:46 AM.
12-17-2021 at 09:46 AM.
Quote :
Quote from Parad153 :
It's called Premiere. $100? You obviously new to tax filing
Parad153It's called Premiere. $100? You obviously new to tax filing
You obviously didn't qualify to get a free one. The version offered by Fidelity is $100 which included one state filing.
1
Reply
Joined Nov 2018
L5: Journeyman
> bubble2 520 Posts
29 Reputation
Hope4Best
12-17-2021 at 09:57 AM.
12-17-2021 at 09:57 AM.
Everytime I click link it takes me to the turbo tax...is there any instructions available to freely download the software step by step plz
1
Reply
Joined Nov 2016
L2: Beginner
> bubble2 36 Posts
22 Reputation
bradleystock
12-17-2021 at 09:59 AM.
12-17-2021 at 09:59 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 cost 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.
Mailing in the state forms usually isn't too bad, for $25 I opt to take the 5-10 minutes to print, sign, and stick them in an envelope with 2 stamps.

I also only got the $20 deal for this, so I'll just do what I have the last several years, wait until late December and get it for $45-$55.
Reply

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Joined Dec 2008
L7: IT Consultant
> bubble2 3,279 Posts
721 Reputation
missellie
12-17-2021 at 09:59 AM.
12-17-2021 at 09:59 AM.
Quote from JonahTheWhalePimp :
Plus the 20 off that many of us are seeing is for the most expensive product, otherwise it's 10-15 off. Not sure if this is a deal. For brokerage investments I only need deluxe correct? Or do I need premier.
In previous years, the online version of Deluxe didn't include the necessary forms for my brokerage transactions, I had to buy Premier. Last year, I found out the download Deluxe version contains all those forms. I bought it after Christmas from the Amazon deal. After figuring out how to transfer my previous year tax info from the online version to the download Deluxe, it worked perfectly. I still like the Online version better.
Reply
Joined Oct 2010
L6: Expert
> bubble2 2,453 Posts
175 Reputation
BPD007
12-17-2021 at 10:08 AM.

Our community has rated this post as helpful. If you agree, why not thank BPD007

12-17-2021 at 10:08 AM.
I just talked to Fidelity rep, requirements are-
requirements are 120+ trades in a calendar year, or an account with over $1M in assets.

Probably should be put in the OP
1
Reply
Joined Oct 2010
L42069: Thicc
> bubble2 524 Posts
70 Reputation
aNewYorkthing
12-17-2021 at 10:13 AM.
12-17-2021 at 10:13 AM.
delete this
1
Reply
Last edited by aNewYorkthing December 17, 2021 at 10:21 AM.
Joined Dec 2012
New User
> bubble2 1 Posts
10 Reputation
ldinorci
12-17-2021 at 10:13 AM.
12-17-2021 at 10:13 AM.
This offer has a link to a sign in page. I signed into my fidelity account and found nothing in the summary page. Don't sign in. It could be an phising attempt to get your login information
2
Reply
Joined Sep 2005
Lurker
> bubble2 303 Posts
xer
12-17-2021 at 10:19 AM.
12-17-2021 at 10:19 AM.
Got it, thank you OP! Premier included 1 state as well, this was a $100 offer.
Reply
Joined Jan 2006
L6: Expert
> bubble2 1,117 Posts
91 Reputation
jeffge
12-17-2021 at 10:22 AM.
12-17-2021 at 10:22 AM.
Quote from lopearedbunny :
a youtuber posted a video if you are a visual learner: https://www.youtube.com/watch?v=pi06s7dpeky
great find!
Reply
Joined Aug 2007
L5: Journeyman
> bubble2 881 Posts
98 Reputation
zeugma
12-17-2021 at 11:55 AM.
12-17-2021 at 11:55 AM.
How to get the physical CD?
1
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Joined Oct 2016
Pastafarian
> bubble2 36 Posts
18 Reputation
wszwarc
12-17-2021 at 12:48 PM.
12-17-2021 at 12:48 PM.
I was offered free Federal return. Same as if I go to turbotax.com.
1
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