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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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Score +159
389,179 Views
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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).
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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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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-14-2022 at 05:59 PM.
12-14-2022 at 05:59 PM.
Quote from qqzj :
For those who got the offer, how much money do you have in your accounts and do you trade a lot? I have more than $2m there and they never give it to me. I am wondering why? I don't trade a lot. Does it explain?
Is your $2m in a 401k or "retail" accounts? Are you Private Client Group? Do you have a Fidelity rep?
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-14-2022 at 06:00 PM.
12-14-2022 at 06:00 PM.
Quote from Commentary :
If one needs to file multiple states, anyone try buying two copies to get two free states?
Use the online version. Multiple states are free using it with the Fidelity $0 offer.
Reply
Joined Nov 2015
L6: Expert
> bubble2 1,001 Posts
221 Reputation
qqzj
12-14-2022 at 06:02 PM.
12-14-2022 at 06:02 PM.
Quote from MisterBill :
Is your $2m in a 401k or "retail" accounts? Are you Private Client Group? Do you have a Fidelity rep?
Most 401k, IRA, with some regular accounts.
Reply
Joined Jun 2016
L2: Beginner
> bubble2 1,588 Posts
1,463 Reputation
Pro
pink_niru
12-14-2022 at 06:03 PM.
12-14-2022 at 06:03 PM.
Looking for online premier account. But have only 401k with fidelity Frown
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-14-2022 at 06:42 PM.
12-14-2022 at 06:42 PM.
Quote from qqzj :
Most 401k, IRA, with some regular accounts.
Yeah, that's not gonna cut it. I believe you need to have at least $500k in retail accounts. IRA's probably count, but 401k does not. Does Fidelity even show that you are Premium Services or Private Client Group when you login?
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-14-2022 at 06:43 PM.
12-14-2022 at 06:43 PM.
Quote from pink_niru :
Looking for online premier account. But have only 401k with fidelity
Stop wasting your time looking.
Reply
Joined Jun 2013
L10: Grand Master
> bubble2 665 Posts
72 Reputation
Tamilanda
12-14-2022 at 06:50 PM.
12-14-2022 at 06:50 PM.
Quote from hle078 :
Yes, you can do the download, but the download is not free, mine is showing $5 for the download version.

To access the download, click the fidelity link to get to the TurboTax website, then 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.

Edit: I edited the original post to show the download option.

Can you bullet point the benefits of premier version? If we download and install , will it be free to use every year? Or any subscription?
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Joined Jul 2007
L6: Expert
> bubble2 1,583 Posts
414 Reputation
sabin
12-14-2022 at 06:55 PM.
12-14-2022 at 06:55 PM.
First year it's not showing up for me. Still had 25-50 some odd trades or so, but nothing showing up. I'll check a couple times and see if it populates at some point in December.
Reply
Joined Dec 2009
L6: Expert
> bubble2 1,281 Posts
1,254 Reputation
NickelAndDime007
12-14-2022 at 06:56 PM.
12-14-2022 at 06:56 PM.
Quote from qqzj :
For those who got the offer, how much money do you have in your accounts and do you trade a lot? I have more than $2m there and they never give it to me. I am wondering why? I don't trade a lot. Does it explain?

I have under $200k in brokerage account and made about 1500 trades this year
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-14-2022 at 07:05 PM.
12-14-2022 at 07:05 PM.
Quote from Teck0427 :
I have under $200k in brokerage account and made about 1500 trades this year
People who have Active Trader Pro status (which presumably you have) get it. Otherwise, you need $500k-$1m in assets.
Reply
Joined Feb 2009
L5: Journeyman
> bubble2 727 Posts
38 Reputation
derter1
12-14-2022 at 07:06 PM.
12-14-2022 at 07:06 PM.
Ok got free online premiere TurboTax. Can you upload your data from last year turbo tax saved on laptop?
Reply
Joined Apr 2009
L5: Journeyman
> bubble2 617 Posts
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RiseAgainst
12-14-2022 at 07:07 PM.
12-14-2022 at 07:07 PM.
Quote from OrangeRoad4372 :
Why not? I have over 2 mil too. It's not that much. Probably lost more this year than you have in your entire portfolio.
And you were probably born into it.
1
3
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Joined Jul 2012
L8: Grand Teacher
> bubble2 3,885 Posts
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desynergy
12-14-2022 at 07:17 PM.
12-14-2022 at 07:17 PM.
Quote from OrangeRoad4372 :
Why not? I have over 2 mil too. It's not that much. Probably lost more this year than you have in your entire portfolio.
Yeah, someone that just made a SD account to make this comment seems legit. laugh out loud
1
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Joined Oct 2014
L1: Learner
> bubble2 24 Posts
22 Reputation
syed_er1
12-14-2022 at 07:20 PM.
12-14-2022 at 07:20 PM.
Nothing for me. Looks like it is targeted to rich high savers account 😌 . Good find OP . I see it helped so many slick deals user . Full points to you 🙏👍.

If anyone not using or have extra then please share. It will be much appreciated.
2
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Joined Feb 2013
L2: Beginner
> bubble2 53 Posts
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Olibri
12-14-2022 at 07:23 PM.
12-14-2022 at 07:23 PM.
Quote from MisterBill :
People who have Active Trader Pro status (which presumably you have) get it. Otherwise, you need $500k-$1m in assets.

I have both and did not get it.
Reply
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