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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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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 11:17 PM.
12-14-2022 at 11:17 PM.
Quote from catchespam :
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?
I thought it was less than $100 previously. I think it's likely on the TT side, maybe they plugged in a max value of $100 for the discount. I have been exchanging emails with the Wealth Management Enablement team (who my email to my rep's team ended up going to) about this. They seem to know who to talk to internally about the offer, so I asked if the intent was for it to be $5 this year for the download version. The problem we may have is that Fidelity only says that you can get the online version, so the download was sort of a hidden extra and they may not be interested in fixing it.
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Joined Dec 2011
L4: Queen
> bubble2 831 Posts
320 Reputation
errdayallday
12-14-2022 at 11:44 PM.
12-14-2022 at 11:44 PM.
Quote from mouse4cats :
I used to get TT premier for free, but got only $20 discount this year.
I was able to get it free this year, I think you need to have over 5m account to get it free this year...
Reply
Joined Jul 2017
L2: Beginner
> bubble2 48 Posts
10 Reputation
prakpate
12-15-2022 at 01:26 AM.
12-15-2022 at 01:26 AM.
Can someone please share their activation codes if they are not planning to use them ? Will be much appreciated!
2
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Joined Jul 2017
L2: Beginner
> bubble2 48 Posts
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prakpate
12-15-2022 at 01:28 AM.
12-15-2022 at 01:28 AM.
I am willing to give $10 AMZ GC for the Activation Code, if you got it & not planning to use TTax...! Please ping me. Thx
2
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Joined Aug 2011
L2: Beginner
> bubble2 98 Posts
525 Reputation
mauwong
12-15-2022 at 02:13 AM.
12-15-2022 at 02:13 AM.
Great! 1st time I got this offer. It's probably because a Fidelity adviser was assigned earlier this year.

NOTE: The offer wasn't there initially. It took a couple refresh after I toggle the Beta version before I saw the offer.
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Joined Jan 2008
L6: Expert
> bubble2 1,738 Posts
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freefun4every1
12-15-2022 at 02:19 AM.
12-15-2022 at 02:19 AM.
Thanks op. I was just wondering about this several days ago. Repped.
Also thanks to whoever suggested beta view. I had previously turned off beta because I was used to traditional view. Just toggled it back and saw the offer.
Reply
Last edited by freefun4every1 December 15, 2022 at 02:21 AM.
Joined Aug 2007
L2: Beginner
> bubble2 30 Posts
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kiffer3
12-15-2022 at 02:31 AM.
12-15-2022 at 02:31 AM.
Quote from freefun4every1 :
Thanks op. I was just wondering about this several days ago. Repped.
Also thanks to whoever suggested beta view. I had previously turned off beta because I was used to traditional view. Just toggled it back and saw the offer.
how do you toggle to see beta view?
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Joined Jan 2004
L3: Novice
> bubble2 169 Posts
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noen
12-15-2022 at 02:32 AM.
12-15-2022 at 02:32 AM.
https://www.freetaxusa.com - I finally gave up on TurboTax. FreeTaxUSA is better in every single possible way. It's actually free, the UX is easier to navigate, it found multiple issues last year that TurboTax missed *including* their personal tax prep review.

Seriously, TurboTax is designed to suck more money out of your pocket for a service that literally only exists because they continually lobby congress to not make taxes fully automatic as in most other countries in the world.
1
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Joined Jan 2008
L6: Expert
> bubble2 1,738 Posts
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freefun4every1
12-15-2022 at 02:37 AM.
12-15-2022 at 02:37 AM.
On the upper right corner of portfolio page, just click the toggle saying beta

Quote from kiffer3 :
how do you toggle to see beta view?
Reply
Joined Aug 2013
L2: Beginner
> bubble2 45 Posts
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bmaniara92
12-15-2022 at 03:39 AM.
12-15-2022 at 03:39 AM.
Is this service free for a lifetime or only for a year? I'm about to create an account, so I'm hoping I can get this.
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Joined Jun 2005
L6: Expert
> bubble2 1,169 Posts
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G60roddo
12-15-2022 at 04:26 AM.
12-15-2022 at 04:26 AM.
For the data point... I have the offer...No private client, no active trader pro, no millionaire account balance, not even close. So none of those things are what qualifies you. I do have their credit card and multiple accounts (taxable, ira, 529).
Reply
Joined Mar 2007
L5: Journeyman
> bubble2 660 Posts
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jimmybond
12-15-2022 at 04:41 AM.
12-15-2022 at 04:41 AM.
my account must be poor, i have no offers
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Joined Apr 2008
L9: Master
> bubble2 5,945 Posts
stasis
12-15-2022 at 04:46 AM.
12-15-2022 at 04:46 AM.
Only got $20 off. meh
same $hit last year with the Lowes Pro deal...only got free online, not the download
Reply
Joined Nov 2011
L2: Beginner
> bubble2 58 Posts
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Snake-I-s
12-15-2022 at 05:23 AM.
12-15-2022 at 05:23 AM.
Quote from jimmybond :
my account must be poor, i have no offers

LOL I am in your club
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Joined Mar 2012
L7: Teacher
> bubble2 2,469 Posts
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stanclave
12-15-2022 at 05:38 AM.
12-15-2022 at 05:38 AM.
Quote from errdayallday :
I was able to get it free this year, I think you need to have over 5m account to get it free this year...
What ????
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