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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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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 Jul 2012
L2: Beginner
> bubble2 91 Posts
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hunterssze
12-14-2022 at 09:05 PM.
12-14-2022 at 09:05 PM.
Thanks, got the download version for 5
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Joined Jul 2013
L4: Apprentice
> bubble2 421 Posts
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pahameel
12-14-2022 at 09:10 PM.
12-14-2022 at 09:10 PM.
Any one willing to trade the code for premier or self employed?
2
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Joined Mar 2011
L3: Novice
> bubble2 129 Posts
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mouse4cats
12-14-2022 at 09:14 PM.
12-14-2022 at 09:14 PM.
I used to get TT premier for free, but got only $20 discount this year.
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
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MisterBill
12-14-2022 at 09:28 PM.
12-14-2022 at 09:28 PM.
Quote from Tamilanda :
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?
You have to purchase it new every year. And no, will not tell you what's different in the Premier version, you can get that information from the TT website.
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
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MisterBill
12-14-2022 at 09:29 PM.
12-14-2022 at 09:29 PM.
Quote from beowulf7 :
For some reason, it's not working for me this year, even though it did last year. Yes, beta view is toggled on (to the right). No mention about Turbo Tax at all on the summary page.

Edit: When I search for "TurboTax" in the top right search field, the first link is to this page:
https://www.fidelity.com/tax-info...t/overview [fidelity.com]

For me, it says:
Save up to $20 on TurboTax ®

Fidelity is pleased to offer a special discount on TurboTax® to help you prepare your tax return. You'll get up to $20 off TurboTax federal products: TurboTax Online, TurboTax Live, and TurboTax desktop downloads.
How many times does it have to be said that everyone gets the $20 offer and that the free offer does not show up on that page? If it's not on your Portfolio page, it's not going to be hiding somewhere else just for you.

Do you still have the same status at Fidelity that you did last year? Still have a rep assigned?
Reply
Last edited by MisterBill December 14, 2022 at 09:34 PM.
Joined Aug 2007
L6: Expert
> bubble2 1,068 Posts
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dishguy
12-14-2022 at 09:30 PM.
12-14-2022 at 09:30 PM.
For those that aren't getting it for free and see the $20 offer, be careful. While the price is $54 at the discounted price, it does not include state and is listed at $39 per state, making your price essentially $93 if you buy it through that offer.

Costco or Amazon should have it cheaper within a month and includes State
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
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MisterBill
12-14-2022 at 09:30 PM.
12-14-2022 at 09:30 PM.
Quote from derter1 :
Ok got free online premiere TurboTax. Can you upload your data from last year turbo tax saved on laptop?
Yes, you should be able to.
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Joined Oct 2005
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> bubble2 2,215 Posts
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MisterBill
12-14-2022 at 09:32 PM.
12-14-2022 at 09:32 PM.
Quote from dishguy :
For those that aren't getting it for free and see the $20 offer, be careful. While the price is $54 at the discounted price, it does not include state and is listed at $39 per state, making your price essentially $93 if you buy it through that offer.

Costco or Amazon should have it cheaper within a month and includes State
The only thing useful about the $20 discount is if you want to use the online version. If you want the download version and aren't getting it for free, buy it at retail. But not everyone has to file state taxes, or they can do it easily on their state's website.
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Joined Jul 2011
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desi_babu_2010
12-14-2022 at 09:46 PM.
12-14-2022 at 09:46 PM.
Quote from MisterBill :
...But not everyone has to file state taxes, or they can do it easily on their state's website.
or can simply mail it in for state.
i usually set up deductions so i have to pay or refund...+/- $500 to 800
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Joined Mar 2015
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LanpingD
12-14-2022 at 10:18 PM.
12-14-2022 at 10:18 PM.
Thanks a lot. I saw the "free online" in my Fidelity beta view, then clicked and linked to Turbo tax webpage, where I found the CD version for $5.
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Joined Jul 2007
L2: Beginner
> bubble2 43 Posts
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bluewel
12-14-2022 at 10:27 PM.
12-14-2022 at 10:27 PM.
Where are people seeing the $5 option? I am not seeing it on the Turbo tax webpage. I am going through Fidelity link and only see the online Premier for $0 there's no option for the $5 download purchase.
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Last edited by bluewel December 14, 2022 at 10:32 PM.
Joined Jan 2014
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> bubble2 312 Posts
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Deci
12-14-2022 at 10:53 PM.
12-14-2022 at 10:53 PM.
FYI, I had to pay to file state taxes last year with this same deal. Only federal file is free with this
1
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Joined Oct 2005
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> bubble2 2,215 Posts
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MisterBill
12-14-2022 at 11:07 PM.
12-14-2022 at 11:07 PM.
Quote from Deci :
FYI, I had to pay to file state taxes last year with this same deal. Only federal file is free with this
That is no different from when you buy the boxed version, which is effectively what you're getting for free (actually, $5 this year). But if you use the online version, state e-filing is free, even for multiple states.

State e-file is free in New York, one of the few stupid laws they have here that makes sense.
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Joined Apr 2006
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> bubble2 92 Posts
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catchespam
12-14-2022 at 11:12 PM.
12-14-2022 at 11:12 PM.
It looks like Intuit raised the price of the download version of TurboTax Premier to $105 this year. I believe it has been $100 the past few years and Fidelity would take $100 off making it free. I think the online version was $69 last year and thus Fidelity takes $69 off to make it free. I wonder if Fidelity just left in last year's discount numbers and hasn't gotten around to updating the discount for the download version to $105 yet?
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Joined Oct 2005
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MisterBill
12-14-2022 at 11:14 PM.
12-14-2022 at 11:14 PM.
Quote from dj_mikmik :
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!
Go here after clicking to the TT site from Fidelity.

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