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Select Fidelity Customers: TurboTax Premier Online Tax Service

Free
+159 Deal Score
389,099 Views
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
389,099 Views
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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 Nov 2005
L10: Grand Master
> bubble2 39,083 Posts
5,506 Reputation
Dr. J
12-15-2022 at 09:04 AM.
12-15-2022 at 09:04 AM.
Do they still have a disconnect between the online and download versions? Seems so bizarre that the two are doing the exact same thing but are entirely different, disconnected products.
Reply
Joined Dec 2011
L4: Queen
> bubble2 831 Posts
320 Reputation
errdayallday
12-15-2022 at 09:05 AM.
12-15-2022 at 09:05 AM.
Quote from midorix :
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?
From what I can tell I got the code, so might need at least 5 million minimum
Reply
Joined Nov 2011
L4: Apprentice
> bubble2 308 Posts
317 Reputation
jerry79304
12-15-2022 at 09:47 AM.
12-15-2022 at 09:47 AM.
don't see it in my account (which I just set up recently). much appreciate If someone can PM the code,
1
1
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Joined Apr 2013
L7: Teacher
> bubble2 2,450 Posts
131 Reputation
sqa4life
12-15-2022 at 10:00 AM.
12-15-2022 at 10:00 AM.
I can see the online version is free, but I don't see the download option. Where do you see it? I'd rather pay $5 to download. Thanks
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-15-2022 at 10:00 AM.
12-15-2022 at 10:00 AM.
Quote from Daddio1949 :
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.
And remember that your code is only valid for five installs. So if you sell it, make sure that you have it installed everywhere you intend to before letting others use it.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-15-2022 at 10:02 AM.
12-15-2022 at 10:02 AM.
Quote from sqa4life :
I can see the online version is free, but I don't see the download option. Where do you see it? I'd rather pay $5 to download. Thanks
This has been posted several times and just a few replies ago. Just search the thread.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-15-2022 at 10:02 AM.
12-15-2022 at 10:02 AM.
Quote from slkmaster2000 :
Does 401k through my employer with fidelity count for this promo?
Not unless you have significant assets other than that with Fidelity, or are an active trader.
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
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MisterBill
12-15-2022 at 10:03 AM.
12-15-2022 at 10:03 AM.
Quote from errdayallday :
From what I can tell I got the code, so might need at least 5 million minimum
Wrong. It's $1m, or $500k if you have significant retirement assets as well.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-15-2022 at 10:04 AM.
12-15-2022 at 10:04 AM.
Quote from midorix :
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?
Get a new advisor assigned to you, and maybe it will return.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-15-2022 at 10:07 AM.
12-15-2022 at 10:07 AM.
Quote from bmaniara92 :
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.
TurboTax (and all tax software) is sold on a yearly basis.

Also, what account are you creating? Fidelity? Unless you're planning to deposit significant assets, you're not going to get the offer for depositing a few hundred (or even thousand) dollars.
Reply
Joined Dec 2008
L7: IT Consultant
> bubble2 3,275 Posts
721 Reputation
missellie
12-15-2022 at 10:17 AM.
12-15-2022 at 10:17 AM.
Grab the deal quickly! After today you may not qualify, DOW is down over 900 points!
1
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Joined Nov 2006
L3: Novice
> bubble2 191 Posts
24 Reputation
DadAtHome118
12-15-2022 at 10:54 AM.
12-15-2022 at 10:54 AM.
Can someone show a screenshot or something? I just don't see any of these options in my fidelity account. It probably just means I am not eligible, but I have multiple Fidelity products I would think one of them would make me eligible...
Reply
Joined Dec 2008
L4: Apprentice
> bubble2 419 Posts
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Rdog
12-15-2022 at 11:18 AM.
12-15-2022 at 11:18 AM.
Quote from Commentary :
If one needs to file multiple states, anyone try buying two copies to get two free states?
Quote from jschuman01 :
Unfortantely, this does not work.
Quote from Commentary :
I wonder if one installs the software on two different computer, each with a different state. Than use a NAS to hold the data file. Wonder if that will work.
The last time I had to do two states was for the 2018 version, and was able to get around it by installing TurboTax on two computers. Processed the federal and one state on the first computer, then copied the data file (*.tax20##) to the second computer, opened the file and installed the second state and continued.

Also there are some registry and file hacks that also worked for me back in the 2018 version. Basically reset some settings and files back to how they were before downloading the first state in order to download the second one. But I'm not sure if either method still works now since I haven't had a need for it anymore.
Reply
Joined Jul 2006
L9: Master
> bubble2 4,490 Posts
548 Reputation
Commentary
12-15-2022 at 11:46 AM.
12-15-2022 at 11:46 AM.
Quote from Rdog :
The last time I had to do two states was for the 2018 version, and was able to get around it by installing TurboTax on two computers. Processed the federal and one state on the first computer, then copied the data file (*.tax20##) to the second computer, opened the file and installed the second state and continued.

Also there are some registry and file hacks that also worked for me back in the 2018 version. Basically reset some settings and files back to how they were before downloading the first state in order to download the second one. But I'm not sure if either method still works now since I haven't had a need for it anymore.
Thanks for the info.

I think i order 3 in case it works. Will save me some money on the States.
1
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Joined Dec 2008
L4: Apprentice
> bubble2 419 Posts
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Rdog
12-15-2022 at 12:04 PM.
12-15-2022 at 12:04 PM.
Quote from Commentary :
Thanks for the info.

I think i order 3 in case it works. Will save me some money on the States.

I believe 1 license works for up to 5 installations.
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