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Select Fidelity Customers: TurboTax Premier Online Tax Service

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+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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389,075 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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HIDDENchhatc12-14-2022 at 01:36 PM.
Joined Nov 2015
not a custom user title
> bubble2 1,330 Posts
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qsub
12-14-2022 at 01:39 PM.
12-14-2022 at 01:39 PM.
I have the $20 off. So.. $54for TurboTax Premier.. am I going to see cheaper then that or should I bite?
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Joined Jun 2005
L5: Journeyman
> bubble2 802 Posts
86 Reputation
jwr28s
12-14-2022 at 01:40 PM.
12-14-2022 at 01:40 PM.
Quote from lizard5102 :
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.
I've thought about this and have found it hard to justify why I want to run the software locally. Something about having digital copies of the files stored and managed locally (both TT's weird file extension, as well as the exported PDFs) makes me feel safer against (1) intrusions into TT's systems that could expose my data, and (2) loss of data stored in whatever proprietary/white-labeled cloud system TT uses for their online product.

In other words: I've made massive assumptions and continue to use those to justify having a piece of software running locally. I'm sure my #1 and #2 are not valid. But I'm stuck on running software locally.
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Joined Nov 2011
L7: Teacher
> bubble2 2,193 Posts
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YellowFellow
12-14-2022 at 01:45 PM.
12-14-2022 at 01:45 PM.
Quote from qsub :
I have the $20 off. So.. $54for TurboTax Premier.. am I going to see cheaper then that or should I bite?
Cheaper - Amazon has had it between 12/25 and 1/1. Watch carefully - 12/27 last year it started out at $40 for premier + $10gc. then moved to $55+ $10gc. either way, they have done this the past couple of years and would hope they do it again this year. Otherwise costco pretty much always has it at the $20 off, so no loss in waiting - nor does the coupon expire, so wait a couple weeks.

Usually just a 1 day sale FYI.
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Last edited by YellowFellow December 14, 2022 at 01:54 PM.
Joined Aug 2009
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> bubble2 118 Posts
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j31izzle
12-14-2022 at 01:53 PM.
12-14-2022 at 01:53 PM.
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.

Where did you find premier for $22.50?
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Joined Jan 2017
L2: Beginner
> bubble2 55 Posts
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unclebull
12-14-2022 at 01:55 PM.
12-14-2022 at 01:55 PM.
I am not seeing the option or the offer. I have my 401k accounts only with Fidelity but no trading account. Does it show for any of the 401k user accounts?
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Joined Dec 2007
L6: Expert
> bubble2 1,594 Posts
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popomama
12-14-2022 at 01:57 PM.
12-14-2022 at 01:57 PM.
It's strange why they charge more on Deluxe than it does on Premier?
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HIDDENDealer21012-14-2022 at 02:00 PM.
Joined Jan 2011
L3: Novice
> bubble2 222 Posts
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cgwaters
12-14-2022 at 02:03 PM.
12-14-2022 at 02:03 PM.
Quote from DelightfulNose8839 :
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/

What is "the beta view"?
2
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Joined Jul 2015
L5: Journeyman
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dirtyherry
12-14-2022 at 02:05 PM.
12-14-2022 at 02:05 PM.
I couldn't find TT offer anywhere but found it on this page at the bottom:
https://www.fidelity.com/tax-info...n/overview
1
1
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
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MisterBill
12-14-2022 at 02:10 PM.
12-14-2022 at 02:10 PM.
Quote from dirtyherry :
I couldn't find TT offer anywhere but found it on this page at the bottom:
https://www.fidelity.com/tax-info...n/overview [fidelity.com]
No! That is the $20 off offer that everyone gets. The free offer would be on your portfolio page. We go through this every year. If you don't see it there, don't go looking for it elsewhere, thinking you might find it somewhere else. You won't.
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Joined Oct 2005
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MisterBill
12-14-2022 at 02:12 PM.
12-14-2022 at 02:12 PM.
Quote from popomama :
It's strange why they charge more on Deluxe than it does on Premier?
Because the offer is only for Premier. If you want Deluxe (for reasons I cannot fathom), you get the normal $20 discount.
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
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MisterBill
12-14-2022 at 02:12 PM.
12-14-2022 at 02:12 PM.
Quote from unclebull :
I am not seeing the option or the offer. I have my 401k accounts only with Fidelity but no trading account. Does it show for any of the 401k user accounts?
It is not for 401k-only customers. You need to have a retail account with them.
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Joined Nov 2006
L3: Novice
> bubble2 221 Posts
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DuckFan34
12-14-2022 at 02:15 PM.
12-14-2022 at 02:15 PM.
It looks like the online version includes State efile, but it looks like the download version you get state free, but pay for efile. Am I reading it wrong?

I really. really, really hate the online version, and am used to the download version. I would pay the $5 for the download version but I may consider the online version if I can save the efile fee.
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Joined Oct 2005
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MisterBill
12-14-2022 at 02:15 PM.
12-14-2022 at 02:15 PM.
Quote from TheRatsWon :
Thanks OP
$5 CD/Download version says good for 5 e-files. Not seeing an e-file quantity on the free online version.
I believe the online version is one per account. But in theory you can create multiple logins and click through to get all of them free.
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