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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
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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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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 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-18-2021 at 06:43 PM.
12-18-2021 at 06:43 PM.
Quote from keung :
Either I got it by mistake or he/she is BS'ing, My wife account certainly should qualified for 120 trades but not in my case I did maybe 100 trades in this account so far
It's hard to tell how these things actually work, but no way is the Fidelity rep BS'ing. Their chart says you need to have 120+ trades or a bunch of money with them. Does your account show Active Trader Services status?

Active Trader: Compare Trading Service Levels - Fidelity
1
Reply
Last edited by MisterBill December 18, 2021 at 06:52 PM.
Joined Oct 2012
L3: Novice
> bubble2 241 Posts
69 Reputation
natecmd
12-18-2021 at 09:38 PM.
12-18-2021 at 09:38 PM.
Same strangeness here. My wife's account with just a Roth, brokerage and solo-401k under the reported thresholds got the free offer while my account with the same and more got the $20 off offer.
Reply
Joined Sep 2003
Worlds Most Modest Man
> bubble2 19,002 Posts
3,113 Reputation
beowulf7
12-19-2021 at 07:16 AM.
12-19-2021 at 07:16 AM.
Quote from donkeykick :
I just installed the Windows version, and it said the license is good for five computers.
Thanks!
Reply

This comment has been rated as unhelpful by Slickdeals users

Show Comment
HIDDENLouisF12-19-2021 at 07:51 AM.
Joined Sep 2003
Worlds Most Modest Man
> bubble2 19,002 Posts
3,113 Reputation
beowulf7
12-19-2021 at 11:32 AM.
12-19-2021 at 11:32 AM.
When I log into Fidelity from my PC (vs. my phone), I now see where it says:
"Get TurboTax® Premier free".

When I click on that link, it takes me to a page that says:
"Fidelity Investments has teamed up with TurboTax
Save up to $69
on TurboTax federal products
We'll import your Fidelity Investments investment income for you."

However, when I click on the link where the price of $69 is crossed out to $0, the link says:
"Start for free
Pay only when you file"

So is it really free or will I be charged when I file as it says? It almost reads as a bait and switch.
1
Reply
Joined May 2012
L7: Teacher
> bubble2 2,065 Posts
364 Reputation
lifexpert
12-19-2021 at 11:37 AM.
12-19-2021 at 11:37 AM.
See our special discounts with tax providers. Get the most out of your tax preparation.

When it comes to tax season, every dollar counts. See our discounts to help your money go further.

$10 off. I get better deal from amazon or costco.
1
Reply
Joined Apr 2004
L8: Grand Teacher
> bubble2 3,907 Posts
7,612 Reputation
Slikku
12-19-2021 at 12:58 PM.
12-19-2021 at 12:58 PM.
Quote from beowulf7 :
When I log into Fidelity from my PC (vs. my phone), I now see where it says:
"Get TurboTax® Premier free".

When I click on that link, it takes me to a page that says:
"Fidelity Investments has teamed up with TurboTax
Save up to $69
on TurboTax federal products
We'll import your Fidelity Investments investment income for you."

However, when I click on the link where the price of $69 is crossed out to $0, the link says:
"Start for free
Pay only when you file"

So is it really free or will I be charged when I file as it says? It almost reads as a bait and switch.
It sounds like you didn't click the link mentioned in #2 thru #4 of the OP instructions... it's at the top of the page that loads from the Fidelity site. From what I remember, what you clicked on is on the page that comes up and you scrolled down.to the buying choices there.. you want to click on the link at the top of the page first. The options from there will show a zero-cost download option for Premier without the "start for free" notes.
Reply
Last edited by Slikku December 19, 2021 at 01:01 PM.

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Joined Jul 2014
L5: Journeyman
> bubble2 547 Posts
78 Reputation
Butters_St0tch
12-19-2021 at 01:46 PM.
12-19-2021 at 01:46 PM.
My brother has this offer under his fidelity account and I only have the $20 discount. He never uses TurboTax to file his taxes. My question is, would he be able to claim the offer and hand it over to me? Or would it be linked to his account info. Appreciate any thoughts
1
Reply
Joined Jun 2010
L2: Beginner
> bubble2 48 Posts
72 Reputation
john9743
12-19-2021 at 02:04 PM.
12-19-2021 at 02:04 PM.
free turbo tax. first come first served

F9KE-6NY3-M524-Q394
5
Reply
Joined Jun 2012
L2: Beginner
> bubble2 94 Posts
18 Reputation
averywjohnson
12-19-2021 at 04:04 PM.
12-19-2021 at 04:04 PM.
Quote from john9743 :
free turbo tax. first come first served

F9KE-6NY3-M524-Q394

Someone used it. Anyone have a code I can use that they can PM me?
3
Reply
Joined Sep 2009
L10: Grand Master
> bubble2 7,069 Posts
634 Reputation
zzyzzx
12-19-2021 at 04:08 PM.
12-19-2021 at 04:08 PM.
Quote from spq :
My brother has this offer under his fidelity account and I only have the $20 discount. He never uses TurboTax to file his taxes. My question is, would he be able to claim the offer and hand it over to me? Or would it be linked to his account info. Appreciate any thoughts
"My question is, would he be able to claim the offer and hand it over to me? "

If it's the downloaded version, yes. I've installed it on the GF's Mac for years, and we both used it.
Reply
Joined Dec 2021
New User
> bubble2 3 Posts
OrangeHeat726
12-19-2021 at 04:17 PM.
12-19-2021 at 04:17 PM.
Thanks Smilie
1
Reply
Last edited by OrangeHeat726 December 26, 2021 at 06:07 AM.
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-19-2021 at 05:48 PM.
12-19-2021 at 05:48 PM.
Quote from Slikku :
It sounds like you didn't click the link mentioned in #2 thru #4 of the OP instructions... it's at the top of the page that loads from the Fidelity site. From what I remember, what you clicked on is on the page that comes up and you scrolled down.to the buying choices there.. you want to click on the link at the top of the page first. The options from there will show a zero-cost download option for Premier without the "start for free" notes.
But that's for the download. The question was whether the online version stays free. And the answer is yes, it does. I started on my PC but then went to the app and it still showed it as free.
Quote from beowulf7 :
So is it really free or will I be charged when I file as it says? It almost reads as a bait and switch.
Sorry, but this is a ridiculous comment. It says the price is $0. You can't possibly expect them to show different language for the rare case where the price is free. You will pay the price shown, which is $0. Not to mention that if it really were B&S, is would have been mentioned a long time ago. You make it seem like you're the first person to use the offer.
1
Reply
Joined Jul 2005
L4: Apprentice
> bubble2 331 Posts
24 Reputation
kenyee
12-20-2021 at 08:04 AM.
12-20-2021 at 08:04 AM.
The download link is hidden for me so it got me to start an online form which deposits refunds into the Fidelity account (explains why this is "free"...jumps to this which is where you can actually download it...:

https://turbotax.intuit.com/perso...-download/
Reply

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Joined Sep 2021
L6: Expert
> bubble2 1,296 Posts
309 Reputation
Pro
Wyvern1
12-20-2021 at 10:43 AM.
12-20-2021 at 10:43 AM.
Quote from DocLego :
I'm just seeing the $20 off. But I only have retirement accounts with Fidelity.
same here
Reply
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