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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/
If you purchase something through a post on our site, Slickdeals may get a small share of the sale.
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 Sep 2021
L6: Expert
> bubble2 1,296 Posts
309 Reputation
Pro
Wyvern1
12-20-2021 at 10:58 AM.
12-20-2021 at 10:58 AM.
I tried fidelity chat and they said to call ISR if not eligible
Quote :
Active traders who trade 120+ trades per calendar year and has one or more nonretirement account(s).
Certain covered clients : Private Wealth Management (PWM) client and owns one or more nonretirement account(s)
or
PCG, Premium, and ATS clients with minimum assets of
either
:
PWI assets of $1,000,000 or more and PI assets of at least $500,000 and own one or more nonretirement account
or

Nonretirement assets $1,000,000 or more.



You may have some luck if you tried calling ISR. You can contact a Fidelity Investment Solutions representative by calling:

800-343-3548 (all times Eastern)
7 a.m. to midnight, Monday through Friday
8 a.m. to 10 p.m., Saturday and Sunday



Investment solutions group deals with more of the offered promotions,
Reply
Joined Dec 2021
New User
> bubble2 1 Posts
14 Reputation
mot0
12-20-2021 at 11:25 AM.
12-20-2021 at 11:25 AM.
Gone.
1
Reply
Last edited by mot0 December 20, 2021 at 12:35 PM.
Joined Nov 2018
L4: Apprentice
> bubble2 416 Posts
236 Reputation
Ivorin
12-20-2021 at 12:19 PM.
12-20-2021 at 12:19 PM.
Quote from mot0 :
Another first come first served activation code until the 5 installs run out. Give me reps. Post when code is dead.
All uses are gone, so didn't work. Thanks anyway.
Reply
Last edited by Ivorin December 21, 2021 at 05:07 AM.
Joined Jun 2016
L2: Beginner
> bubble2 71 Posts
10 Reputation
YoXpertguyZ
12-20-2021 at 12:21 PM.
12-20-2021 at 12:21 PM.
Quote from MadPup :
Got it for free. Same deal as last year. You can get as many codes as you wish by just repeating the process.

Can't find it you think you can dm me a code please
1
Reply
Joined Jul 2009
you've been googlewaved.
> bubble2 73 Posts
21 Reputation
googlewave
12-20-2021 at 12:37 PM.
12-20-2021 at 12:37 PM.
Will send $5 AGC for a Mac license, please pm me
2
Reply
Joined Oct 2007
L1: Learner
> bubble2 297 Posts
24 Reputation
Slick_Jedi
12-20-2021 at 01:19 PM.
12-20-2021 at 01:19 PM.
Please stop posting codes here unless you want Fidelity to get rid of this nice benefit.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-20-2021 at 07:31 PM.
12-20-2021 at 07:31 PM.
Quote from SpaceTime :
Just $20 off for me, same story every year..
Do you qualify under the terms posted on their website?
Reply

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Joined Nov 2011
L5: Journeyman
> bubble2 579 Posts
289 Reputation
SpaceTime
12-20-2021 at 07:35 PM.
12-20-2021 at 07:35 PM.
Quote from MisterBill :
Do you qualify under the terms posted on their website?

I figured not.
Reply
Joined Mar 2012
L3: Novice
> bubble2 121 Posts
14 Reputation
fnt1988
12-21-2021 at 05:12 AM.
12-21-2021 at 05:12 AM.
Thanks OP. Got it downloaded and activated with one state free.
Reply
Joined Jan 2004
L6: Expert
> bubble2 1,391 Posts
855 Reputation
Original Poster
seawolf
12-21-2021 at 09:56 AM.
12-21-2021 at 09:56 AM.
Quote from Slick_Jedi :
Please stop posting codes here unless you want Fidelity to get rid of this nice benefit.
+1.

Mods should just lock this thread down from new posts. Everything useful relating to how to check if the offer is available to you and how to download CD version has already been discussed on page 1.

Vast majority of subsequent posts in this thread is just e-panhandling for a code. One poster even solicit GCs in exchange for a code.
Reply
Last edited by seawolf December 21, 2021 at 10:02 AM.
Joined Sep 2003
Worlds Most Modest Man
> bubble2 19,002 Posts
3,113 Reputation
beowulf7
12-21-2021 at 02:16 PM.
12-21-2021 at 02:16 PM.
Quote from MisterBill :
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.

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.
Did you read what I wrote? I'm referring to the part on Intuit's website where it says:
"Start for free
Pay only when you file"
Reply
Joined Sep 2003
Worlds Most Modest Man
> bubble2 19,002 Posts
3,113 Reputation
beowulf7
12-21-2021 at 02:37 PM.
12-21-2021 at 02:37 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.
Ah that was it about going to the top left of the Intuit site you get from Fidelity! Thanks and repped.

Edit: For those wondering, specifically it says:
"Premier

Recommended for:
Investments & rental property

$100*$0* Federal
Includes 5 federal e-files

and
1 state download. State e-file additional
Buy now"


Note that you have to create and log into your Intuit account to download it.
Reply
Last edited by beowulf7 December 21, 2021 at 02:48 PM.
Joined Apr 2004
L8: Grand Teacher
> bubble2 3,906 Posts
7,608 Reputation
Slikku
12-21-2021 at 04:56 PM.
12-21-2021 at 04:56 PM.
Great, glad you got it working!
Reply
Joined Dec 2011
summi99
> bubble2 1,882 Posts
646 Reputation
summi99
12-21-2021 at 05:16 PM.
12-21-2021 at 05:16 PM.
Anyone want to trade it for a $5 Amazon gc ? PM Me
3
Reply

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Joined Dec 2016
L3: Novice
> bubble2 101 Posts
38 Reputation
ninijacob
12-21-2021 at 10:12 PM.
12-21-2021 at 10:12 PM.
People are linking to the wrong page. If you qualify, the free version shows up under https://www.fidelity.com/tax-info.../overview#
near the bottom right
Reply
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