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Select Fidelity Customers: TurboTax Premiere Tax Service Expired

Free
+318 Deal Score
280,372 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

Editor's Notes & Price Research

Written by
  • Refer to forum thread for additional deal discussion from community about qualifications and additional help topics. -slickdewmaster
Good Deal?

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
280,372 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.

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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 Aug 2013
L2: Beginner
> bubble2 77 Posts
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Quinnjamin
12-16-2021 at 06:27 AM.
12-16-2021 at 06:27 AM.
I don't see a link to download? Is it really forcing us to use the online version this year?
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Original Poster
seawolf
12-16-2021 at 06:29 AM.
12-16-2021 at 06:29 AM.
Quote from Quinnjamin :
I don't see a link to download? Is it really forcing us to use the online version this year?
I was able to download and have updated the post with instructions on how.
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Joined Dec 2008
L10: Grand Master
> bubble2 11,650 Posts
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tennis8363
12-16-2021 at 07:23 AM.
12-16-2021 at 07:23 AM.
Only up to $20 off for me. Must be too poor, lol.

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Joined Jun 2004
Deal Devil
> bubble2 3,003 Posts
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Gizmole
12-16-2021 at 07:30 AM.
12-16-2021 at 07:30 AM.
Thanks, got it. I was hoping they were going to continue providing it.
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Joined Oct 2007
L3: Novice
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ks_rajesh
12-16-2021 at 07:32 AM.

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

12-16-2021 at 07:32 AM.
you can find it on this page - https://www.fidelity.com/tax-info...n/overview
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Joined Dec 2006
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jcsrfun
12-16-2021 at 07:39 AM.
12-16-2021 at 07:39 AM.
Thanks!! I had the offer
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Joined Nov 2021
L1: Learner
> bubble2 6 Posts
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Sweetdeelz99
12-16-2021 at 07:56 AM.

Our community has rated this post as helpful. If you agree, why not thank Sweetdeelz99

12-16-2021 at 07:56 AM.
Quote from ks_rajesh :
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.
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Last edited by Sweetdeelz99 December 16, 2021 at 08:50 AM.
Joined May 2004
L6: Expert
> bubble2 1,207 Posts
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Woz2000
12-16-2021 at 08:08 AM.
12-16-2021 at 08:08 AM.
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.
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Joined Dec 2013
L1: Learner
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treekeeper
12-16-2021 at 08:17 AM.
12-16-2021 at 08:17 AM.
Note that I had to go to my account summary page and scroll down to find the free offer.

https://oltx.fidelity.com/ftgw/fb...io#summary
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Joined Mar 2009
L5: Journeyman
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DocLego
12-16-2021 at 08:18 AM.
12-16-2021 at 08:18 AM.
I'm just seeing the $20 off. But I only have retirement accounts with Fidelity.
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