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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

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
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761 Comments

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Featured Comments

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).
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.
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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Joined Dec 2007
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> bubble2 1,594 Posts
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popomama
12-14-2022 at 02:17 PM.
12-14-2022 at 02:17 PM.
I got the offer and then I click the link from Fidelity account. On the Intuit site, I choose 'Do it myself/download'. But I got 'Oops, we got an error. Please try again later!.' Anyone else?

Thanks.
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Joined Nov 2013
L2: Beginner
> bubble2 31 Posts
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ZachZ1735
12-14-2022 at 02:27 PM.
12-14-2022 at 02:27 PM.
Not sure if it'll help anyone but military and I think veterans get turbotax free. Also if you're not committed to TurboTax, I switched to FreeTaxUSA and worked just fine. No payments or hidden fees.
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Joined Mar 2014
L4: Apprentice
> bubble2 392 Posts
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Touha
12-14-2022 at 02:40 PM.
12-14-2022 at 02:40 PM.
Reply
Joined Nov 2014
L1: Learner
> bubble2 9 Posts
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attga
12-14-2022 at 02:43 PM.
12-14-2022 at 02:43 PM.
Quote from ZachZ1735 :
Not sure if it'll help anyone but military and I think veterans get turbotax free. Also if you're not committed to TurboTax, I switched to FreeTaxUSA and worked just fine. No payments or hidden fees.

How do veterans get it free?
Reply
Joined Dec 2007
L6: Expert
> bubble2 1,594 Posts
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popomama
12-14-2022 at 02:43 PM.
12-14-2022 at 02:43 PM.
Anyone who purchased the download version for $5, did you need to first create an Intuit account online first or log into your account first if you have one already? I don't have an Intuit account at this moment, but I got 'Oops, we hit a snag/got an error. Please try again later!.' message when trying to make the purchase. I am not sure if it has anything to do with me not having an Intuit account.
Reply
Joined Nov 2015
L2: Beginner
> bubble2 664 Posts
38 Reputation
thi3nd1a
12-14-2022 at 02:50 PM.
12-14-2022 at 02:50 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 dont even see this option. i see $20 off only.
Reply

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Joined Nov 2006
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> bubble2 221 Posts
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DuckFan34
12-14-2022 at 02:54 PM.
12-14-2022 at 02:54 PM.
Quote from DuckFan34 :
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.
It looks like you get 5 Federal Efiles with the download version and 1 with the online? I can't confirm though, the site is very confusing with differing amounts in different places. The State efile is $20 each.

I think I'm going to go for the download version after all since my kids have to file as well.
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Joined Sep 2013
L3: Novice
> bubble2 177 Posts
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GottaLoveIttt
12-14-2022 at 02:55 PM.

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

12-14-2022 at 02:55 PM.
In addition to Premium Services account, you need to be assigned to a financial advisor. The Fidelity representative said it is a new requirement for free Turbo Tax Premier.
2
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Joined Nov 2015
L2: Beginner
> bubble2 664 Posts
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thi3nd1a
12-14-2022 at 03:00 PM.
12-14-2022 at 03:00 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?
looks like the sale price every year at $55
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Joined Jul 2012
L8: Grand Teacher
> bubble2 3,885 Posts
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desynergy
12-14-2022 at 03:15 PM.
12-14-2022 at 03:15 PM.
If you have a Fidelity broker, you can stop by their office and get a code for free. They're about the size of a post card with a code printed on one side and you enter it at turbotax.com

I'm not sure if it's just the online version or the download version.
Reply
Joined Dec 2007
L5: Journeyman
> bubble2 571 Posts
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android
12-14-2022 at 03:25 PM.
12-14-2022 at 03:25 PM.
To get to the download version go here: https://turbotax.intuit.com/perso...-download/ Price should show as $5.

Also, you must be in the Beta View of the Fidelity page to even see the offer.

And thank you OP, as you saved me $50!
Reply
Last edited by android December 14, 2022 at 03:27 PM.
Joined Apr 2018
L3: Novice
> bubble2 259 Posts
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DelightfulNose8839
12-14-2022 at 03:54 PM.
12-14-2022 at 03:54 PM.
Quote from cgwaters :
What is "the beta view"?

It is a toggle switch on the fidelity portfolio page which switches on a new and maybe improved version of the page.
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Joined Jul 2006
L9: Master
> bubble2 4,490 Posts
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Commentary
12-14-2022 at 03:59 PM.
12-14-2022 at 03:59 PM.
If one needs to file multiple states, anyone try buying two copies to get two free states?
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Joined Nov 2010
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> bubble2 391 Posts
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xsboost
12-14-2022 at 03:59 PM.
12-14-2022 at 03:59 PM.
Quote from popomama :
Anyone who purchased the download version for $5, did you need to first create an Intuit account online first or log into your account first if you have one already? I don't have an Intuit account at this moment, but I got 'Oops, we hit a snag/got an error. Please try again later!.' message when trying to make the purchase. I am not sure if it has anything to do with me not having an Intuit account.
I already had an account so I don't know if you _need_ to, but one of the benefits is that the license key gets stored with your account. Makes it easier to install an older version if you need to at some point.
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