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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 Aug 2006
L4: Apprentice
> bubble2 394 Posts
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happyface50
12-15-2022 at 12:20 PM.
12-15-2022 at 12:20 PM.
Quote from GottaLoveIttt :
In addition to Premium Services account, you need to be assigned to a financial advisor. The Fidelity representative said it is a new requirement for free Turbo Tax Premier.
I have Premium Services account, and a financial advisor. But I don't see any TurboTax offer.

ConfusedConfusedConfusedConfusedConfused
Reply
Joined Jul 2006
L9: Master
> bubble2 4,490 Posts
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Commentary
12-15-2022 at 12:30 PM.
12-15-2022 at 12:30 PM.
Quote from Rdog :
I believe 1 license works for up to 5 installations.
That maybe true. But I think the free State may only work with one activation code. I am not sure one can choose different states for each install. Don't mind paying an extra $5.
Reply
Joined Jan 2009
L7: Teacher
> bubble2 2,698 Posts
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pakle
12-15-2022 at 01:08 PM.
12-15-2022 at 01:08 PM.
Quote from MisterBill :
Get a new advisor assigned to you, and maybe it will return.
I'm helping some relatives get this set up in the future, and they are Premium Services but don't have an advisor assigned. Previously they were told they qualified for free TT Premier but since the link didn't show up, they had to submit a receipt for reimbursement. They are hoping to get the link in the future by having an advisor assigned.

So they called to get one assigned and set up an appt for next month but online, it's not reflecting the advisor info. Anyone know how long it takes to show the advisor online? Does it reflect after the first appt?
Reply
Joined Dec 2010
L1: Learner
> bubble2 20 Posts
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Robls
12-15-2022 at 01:22 PM.

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

12-15-2022 at 01:22 PM.
How to get TurboTax Premier for free. At least in my experience.
Long-time Fidelity customer. Have 1M+ in accounts.
I purchase TurboTax Premier at Amazon. Buy it now. Or wait for lower price. Does not matter. I usually buy TurboTax Premier before the end of the year from Amazon.
Wait until the middle of January to do the following.
Log-in to Fidelity account and click "Customer Service" at top left of page.
Click "Contact Us" at right of page. It is the 5th button.
Scroll down to the bottom of the page and click "Send a secure message".
Subject: type "TurboTax Premier"
Send email to "Account Services"
Select your account "Joint Savings" for me.
Message body: I just say that in previous years they credited my account for the purchase of TurboTax Premier. Could you please do so again. They usually credit $100.00 to my account.
Been doing this for years, and they always credit my account.
***No receipt necessary to claim this. They credit our Joint Savings account with $100.00 even.
2
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Last edited by Robls December 20, 2022 at 10:34 AM.
Joined Sep 2013
L3: Novice
> bubble2 177 Posts
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GottaLoveIttt
12-15-2022 at 01:24 PM.
12-15-2022 at 01:24 PM.
Quote from happyface50 :
I have Premium Services account, and a financial advisor. But I don't see any TurboTax offer.

ConfusedConfusedConfusedConfusedConfused
I would call Fidelity to confirm. They said they are assigning me to an advisor and converting my account to Private Client Group. Will let you know if I see the TT offer when it happens.
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Joined Nov 2008
L2: Beginner
> bubble2 193 Posts
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Cloud.Strife
12-15-2022 at 01:58 PM.
12-15-2022 at 01:58 PM.
Anyone willing to trade a code for an Amazon gift card? Please PM. Thanks!
1
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Joined Oct 2005
L10: Grand Master
> bubble2 11,974 Posts
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jbloggs
12-15-2022 at 02:13 PM.
12-15-2022 at 02:13 PM.
Hoping that there will be $30 deal for Deluxe with free State last week of the year.
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Joined Aug 2013
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bmaniara92
12-15-2022 at 02:21 PM.
12-15-2022 at 02:21 PM.
Quote from MisterBill :
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.
Got it, thanks! I have been waiting to transfer my HSA over for the past year. I figured I'd do it now. I didn't get the offer, so I guess I'm out of luck.
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Joined Jul 2017
L3: Novice
> bubble2 200 Posts
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DrRobot
12-15-2022 at 02:49 PM.
12-15-2022 at 02:49 PM.
I don't see it in Beta view
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Joined Sep 2003
Worlds Most Modest Man
> bubble2 18,988 Posts
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beowulf7
12-15-2022 at 03:11 PM.
12-15-2022 at 03:11 PM.
Quote from MisterBill :
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?
Yes, I have the same status with Fidelity and same account rep. I emailed him today to see if he can assist. But I'm not holding my breath.
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Joined Jul 2007
L2: Beginner
> bubble2 43 Posts
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bluewel
12-15-2022 at 04:47 PM.
12-15-2022 at 04:47 PM.
Quote from sillyuh :
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
Big thanks! I finally found the option after following your step of clicking , "Do it yourself."
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Joined Aug 2010
L9: Master
> bubble2 5,552 Posts
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gamingdroid
12-15-2022 at 05:04 PM.
12-15-2022 at 05:04 PM.
Is it me, or are there no deals on TurboTax this year?
1
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Joined Dec 2009
L6: Expert
> bubble2 1,281 Posts
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NickelAndDime007
12-15-2022 at 05:21 PM.
12-15-2022 at 05:21 PM.
Quote from Robls :
How to get TurboTax Premier for free. At least in my experience.
Long-time Fidelity customer. Have 1M+ in accounts.
I purchase TurboTax Premier at Amazon. Buy it now. Or wait for lower price. Does not matter. I usually buy TurboTax Premier before the end of the year from Amazon.
Wait until the middle of January to do the following.
Log-in to Fidelity account and click "Customer Service" at top left of page.
Click "Contact Us" at right of page. It is the 5th button.
Scroll down to the bottom of the page and click "Send a secure message".
Subject: type "TurboTax Premier"
Send email to "Account Services"
Select your account "Joint Savings" for me.
Message body: I just say that in previous years they credited my account for the purchase of TurboTax Premier. Could you please do so again. They usually credit $100.00 to my account.
Been doing this for years, and they always credit my account.
But its not even $100?
Reply
Joined Jan 2007
Natural Bunny Killer
> bubble2 12,357 Posts
MadPup
12-15-2022 at 05:27 PM.
12-15-2022 at 05:27 PM.
FYI I've been expecting this deal to appear at some point but it's usually later in December. If you don't see it yet, just hold tight until the end of the year.
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Joined Sep 2022
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dealsforealz
12-15-2022 at 07:14 PM.
12-15-2022 at 07:14 PM.
Pm me want a free code Frown
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