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Select Fidelity Customers: TurboTax Premier Online Tax Service

Free
+159 Deal Score
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Fidelity.com offers Select Fidelity Customers: TurboTax Premier Online Tax Service for Free when you follow instructions below.

Thanks to Community Member hle078 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 in Beta View (toggle switch at top right) 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
    • Alternatively, you may have an offer to purchase the CD/Download version for $5
  3. Follow the instructions to redeem at Intuit's TurboTax website
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Original Post

Written by
Edited December 14, 2022 at 01:40 PM by
For select Fidelity customers, Turbotax Premier is free (typically $69).

Go to your Accounts Summary page. If eligible, you will see a box titled "Get TurboTax Premier free" on the right side towards the bottom of the page with a link to TurboTax

http://www.fidelity.com

Download version of TurboTax Premier is also available for $5.
Follow the Fidelity link to get to TurboTax website. At the top of the screen there is a drop down menu under 'Do it Yourself' >> "Doing your taxes with a CD/Download" and you should be able to see the download option for Premier.
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Created 12-14-2022 at 08:31 AM by hle078
in Tax Preparation (10) Fidelity
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389,179 Views
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Wow that worked! I will rep. you. In case the SD link above doesn't work, after you login as SmartSeed says, copy and paste this URL in your browser. https://tps.fidelity.com/tps-api/v1/redirect-to/turbo-tax-cd?fidelityContextCode=oltx

Then I logged into Intuit. It showed up as $105, but I did the trick someone else suggested to add a random Intuit product to the cart, then delete it. Then I was able to check out for $5.41 (tax in TX).
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i got so many messages about this. let me answer you all here once in for all. you need to go the beta view to see the offer.
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I have the premier offer under the beta view, but when I click to the turbotax website it still gives me only $20 off, even though fidelity says premier for free w/ state. Called Fidelity, they know about the issue and said to wait until the new year as they are working on the problem.
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HIDDENneoweb12-14-2022 at 10:30 AM.
Joined Dec 2010
L2: Beginner
> bubble2 47 Posts
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xian_is
12-14-2022 at 10:35 AM.
12-14-2022 at 10:35 AM.
good deal but nothing for me Frown
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Joined Oct 2004
L7: Teacher
> bubble2 2,975 Posts
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Cheapy Stuff
12-14-2022 at 10:42 AM.
12-14-2022 at 10:42 AM.
I've always gotten the download version in past years for free. How does the online compare, now that the download isn't free?
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Joined Oct 2021
L5: Journeyman
> bubble2 565 Posts
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ShrewdStar3676
12-14-2022 at 10:43 AM.
12-14-2022 at 10:43 AM.
Nope, not there in either view for me
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Joined Apr 2017
L5: Journeyman
> bubble2 978 Posts
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publicpersona
12-14-2022 at 10:49 AM.
12-14-2022 at 10:49 AM.
If you want the download version, proceed from the link on the Fidelity homepage, then login, then go to

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

If you do not see a card on the Fidelity homepage for free Turbotax, then you aren't eligible. Don't drive yourself crazy trying to figure it out. For every proposed threshold (Active Trader, Private Client, got the big bucks in non-qualfied accounts, use an advisor, etc. etc.), there are always data points demonstrating that isn't the right criteria.
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HIDDENrunner038212-14-2022 at 10:58 AM.
Joined Apr 2013
L1: Learner
> bubble2 189 Posts
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MrRuffles
12-14-2022 at 11:17 AM.
12-14-2022 at 11:17 AM.
Quote from runner0382 :
Or you could spend the $22.50 and not beg people for a free lunch. It's an itemized deduction anyway. I've been in a Private Client for decades and never get this offer. I just by HRBlock off of whatever SD vendor is cheapest.
Tax prep fees are not an itemized deduction. You can only take it as a business expense if you're self-employed: https://ttlc.intuit.com/turbotax-...r_US_en_US

Even when it was a deduction, it was considered a miscellaneous deduction subject to the 2% floor so most people weren't eligible for it.
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Joined Apr 2018
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DelightfulNose8839
12-14-2022 at 11:22 AM.
12-14-2022 at 11:22 AM.
Quote from compusascam :
i got so many messages about this. let me answer you all here once in for all. you need to go the beta view to see the offer.
This worked for me. I did not see it until I got into the beta view. Thanks. And rep to Bogleheads indexfundfan who posted this where I saw it first (not sure who was first). And Bogleheads indexfundfan posted this link might help you find the download versions once you get click through fidelity and get logged into turbotax. I bought both the windows and Mac versions for 10 e-files total for family use for $10+tax.

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



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Joined Nov 2010
L5: Journeyman
> bubble2 595 Posts
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tkepongo
12-14-2022 at 11:25 AM.
12-14-2022 at 11:25 AM.
What's the advantage of having the download version vs the online version?
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Joined Aug 2006
L9: Master
> bubble2 4,366 Posts
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runner0382
12-14-2022 at 11:48 AM.
12-14-2022 at 11:48 AM.
Quote from MrRuffles :
Tax prep fees are not an itemized deduction. You can only take it as a business expense if you're self-employed: https://ttlc.intuit.com/turbotax-...r_US_en_US [intuit.com]

Even when it was a deduction, it was considered a miscellaneous deduction subject to the 2% floor so most people weren't eligible for it.
I mis-described, yes. Self-employed so it applies as an expense.
1
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Joined Oct 2004
L3: Novice
> bubble2 131 Posts
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dj_mikmik
12-14-2022 at 12:08 PM.
12-14-2022 at 12:08 PM.
How do you download the software? I got the offer, click the link, login with an existing TurboTax account credentials and only see the online version. Clicking on the links on the thread brings me to the same online version page.

Thanks!
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Joined Nov 2004
L5: Journeyman
> bubble2 847 Posts
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lizard5102
12-14-2022 at 12:11 PM.
12-14-2022 at 12:11 PM.
Quote from Cheapy Stuff :
I've always gotten the download version in past years for free. How does the online compare, now that the download isn't free?
Same question. I've used the download version since almost 10 years now. I don't mind paying $5 for it, but if the online version is as good as download I'd like to know. I don't do multiple e-files, so the benefit of 5 free e-files with download version is not worth anything to me.
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Joined Dec 2009
L6: Expert
> bubble2 1,281 Posts
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NickelAndDime007
12-14-2022 at 01:21 PM.
12-14-2022 at 01:21 PM.
Got the offer thanks OP
1
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Joined Sep 2021
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Wyvern1
12-14-2022 at 01:34 PM.
12-14-2022 at 01:34 PM.
nothing here
1
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Joined Sep 2021
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Wyvern1
12-14-2022 at 01:34 PM.
12-14-2022 at 01:34 PM.
nothing here
Quote from neoweb :
How is everyone's stock this year? I did not have the heart to sell anything for the whole year….
have you heard of tax loss harvesting?
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