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Select Fidelity Customers: TurboTax Premier Online Tax Service

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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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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 Dec 2005
L4: Apprentice
> bubble2 359 Posts
492 Reputation
Daddio1949
12-15-2022 at 05:50 AM.
12-15-2022 at 05:50 AM.
Quote from YellowFellow :
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.
I agree with YellowFellow, just wait to around Christmas week when it is usually sold cheaper, and it is usually just a 1-day sale. Stayed posted.

I would never send an activation code to someone that I don't know personally. If you do, you are allowing them to share with others. I do share my Turbo Tax but only with close relatives, my children and siblings.
1
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Joined Apr 2012
L2: Beginner
> bubble2 50 Posts
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IMBRE
12-15-2022 at 06:21 AM.
12-15-2022 at 06:21 AM.
I guess, it's not available under your Fidelity-401K plan. Possibly, available under your trading account?

​I don't see Beta View under 401K login.
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Joined Jan 2004
L6: Expert
> bubble2 1,391 Posts
855 Reputation
seawolf
12-15-2022 at 06:25 AM.
12-15-2022 at 06:25 AM.
Switched to Beta View but didn't show up. Had this offer for past several years. Looks like I no longer have an advisor assigned (always sent them to voicemail).
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Joined Sep 2017
L5: Journeyman
> bubble2 938 Posts
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C.G
12-15-2022 at 06:47 AM.
12-15-2022 at 06:47 AM.
worked great. 3rd year in a row
Reply
Joined Sep 2013
L6: Expert
> bubble2 1,906 Posts
494 Reputation
slickyd5270
12-15-2022 at 07:10 AM.
12-15-2022 at 07:10 AM.
Quote from noen :
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.
Anyone saying FreeTaxUSA is better from a usability standpoint is just a complete shill. There's nothing good about it other than it being cheap.
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Joined Jul 2006
L9: Master
> bubble2 4,490 Posts
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Commentary
12-15-2022 at 07:32 AM.
12-15-2022 at 07:32 AM.
Quote from noen :
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.
Based on what Google came up with:

No PDF or Spreadsheet Imports. Users cannot import W-2 or 1099 forms into FreeTaxUSA. Users must transcribe information from their tax documents into the software.

I do not see it is a viable option for those that have brokerage accounts and want to import scehdule D transactions or MLP K-1
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Joined Dec 2005
L4: Apprentice
> bubble2 499 Posts
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etbull
12-15-2022 at 07:36 AM.
12-15-2022 at 07:36 AM.
Most years I buy turbotax deluxe with State from Amazon for $30. Usually goes on sale between Christmas and New Years. Looking at my past orders, it was Dec 29 2021, Dec 26 2020, and Dec 28 2018. This is the first year I had the Fidelity offer
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Joined Dec 2011
L5: Journeyman
> bubble2 547 Posts
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midorix
12-15-2022 at 07:55 AM.
12-15-2022 at 07:55 AM.
Got free TurboTax every year since Fidelity started this offer but I don't see it this year. Looks like advisor assigned to me is also gone. I do have significant $ with them so criteria must have changed?
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Joined Aug 2014
L5: Journeyman
> bubble2 654 Posts
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FreakinDealWithIt
12-15-2022 at 08:10 AM.
12-15-2022 at 08:10 AM.
Sadly, not seeing it on any of my accounts in the beta view. Oh well.
Reply
Joined Nov 2015
L2: Beginner
> bubble2 41 Posts
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SambhuMaharishi
12-15-2022 at 08:12 AM.
12-15-2022 at 08:12 AM.
I am seeing an option after switching to beta view. However after landing into TurboTax, it is not showing "Turbo Tax Premier" option as free
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Joined Nov 2017
L2: Beginner
> bubble2 25 Posts
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slickdealer0123
12-15-2022 at 08:35 AM.
12-15-2022 at 08:35 AM.
Nothing here. Even in Beta view.
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Joined Apr 2005
L10: Grand Master
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TidalWaveOne
12-15-2022 at 08:42 AM.
12-15-2022 at 08:42 AM.
Quote from jimmybond :
my account must be poor, i have no offers
Mine too.... most of my assets are with another firm though. Already bought TT Deluxe anyway (not the online version which I plan to avoid as long as I can).
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Joined Jun 2016
L3: Novice
> bubble2 3,048 Posts
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np1050
12-15-2022 at 08:51 AM.
12-15-2022 at 08:51 AM.
Does 401k through my employer with fidelity count for this promo?
Reply
Joined Nov 2015
L2: Beginner
> bubble2 41 Posts
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SambhuMaharishi
12-15-2022 at 08:51 AM.
12-15-2022 at 08:51 AM.
Quote from SambhuMaharishi :
I am seeing an option after switching to beta view. However after landing into TurboTax, it is not showing "Turbo Tax Premier" option as free
I figured out the way to get Premier product option. I ignored the default product suggestions and then proceeded with the option of managing myself. Then "Turbo Tax Premier" product option was shown as $0 ($69 was striked out). However I am not able to find "Download CD" option for $5
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Joined Oct 2016
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sillyuh
12-15-2022 at 09:01 AM.

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

12-15-2022 at 09:01 AM.
Quote from SambhuMaharishi :
I figured out the way to get Premier product option. I ignored the default product suggestions and then proceeded with the option of managing myself. Then "Turbo Tax Premier" product option was shown as $0 ($69 was striked out). However I am not able to find "Download CD" option for $5

At the top of the intuit turbotax site, click "Do it yourself" and then "doing your taxes with a CD/Download" which will show you the $5 Premier option.

Alternatively type into your browser (while logged in to intuit): http://www.turbotax.intuit.com/pe...d-download
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