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Select Fidelity Customers: TurboTax Premier Online Tax Service

Free
+159 Deal Score
388,859 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

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
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Deal
Score
+159
388,859 Views
Free
These responses are not provided or commissioned by the bank advertiser. Responses have not been reviewed, approved or otherwise endorsed by the bank advertiser. It is not the bank advertiser's responsibility to ensure all posts and/or questions are answered. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, airline or hotel chain, and have not been reviewed, approved or otherwise endorsed by any of these entities.

761 Comments

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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).
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.
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 2011
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> bubble2 71 Posts
18 Reputation
mcgedp
12-16-2022 at 10:02 AM.
12-16-2022 at 10:02 AM.
Worked for me. Funny, though, last year I couldn't get it when it was first posted on SD, but when February came around the card was there. Go figure.
Reply
Joined Jan 2004
L6: Expert
> bubble2 1,388 Posts
855 Reputation
seawolf
12-16-2022 at 11:55 AM.
12-16-2022 at 11:55 AM.
Quote from MisterBill :
Wrong. It's $1m, or $500k if you have significant retirement assets as well.
And it looks like you may also need to have an assigned advisor as well. Been getting this offer for several years as I meet both of these requirements, is Private Client Group, and also had an assigned advisor. Also made less than a dozen trades.

Just checked and no offer and no assigned advisor. Relative who has this offer has less assets/also less than a dozen trades but do have an assigned advisor.
Reply
Joined Oct 2004
L3: Novice
> bubble2 242 Posts
46 Reputation
chrismg8
12-16-2022 at 01:42 PM.

Our community has rated this post as helpful. If you agree, why not thank chrismg8

12-16-2022 at 01:42 PM.
Chatted online and i was give this link to get it for $35
https://www.fidelity.com/accounts...csource=VA
1
Reply
Joined Aug 2010
L9: Master
> bubble2 5,537 Posts
328 Reputation
Pro
gamingdroid
12-16-2022 at 02:44 PM.
12-16-2022 at 02:44 PM.
Quote from MisterBill :
You do realize that the real TT deals don't start until after Christmas, right??? Right now, they are taking advantage of the people who need it early for tax planning or who just don't wait for a deal.

Almost as bad as the people who sign up to buy it automatically from Intuit every year.
I think someone said the best TT deals is right after Chrismas, usually from Amazon. This held true last year, so I'm hoping the same this year.
Reply
Joined Nov 2015
not a custom user title
> bubble2 1,330 Posts
78 Reputation
qsub
12-16-2022 at 06:55 PM.
12-16-2022 at 06:55 PM.
If anyone has code I'll send Amazon gc for
2
Reply
Joined Feb 2013
L5: Journeyman
> bubble2 853 Posts
245 Reputation
pankaj8096
12-16-2022 at 09:55 PM.
12-16-2022 at 09:55 PM.
If anyone want to trade, i can give amazon gc
2
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-16-2022 at 10:21 PM.
12-16-2022 at 10:21 PM.
Quote from EagerFriction6959 :
When does this free online access expire?
It doesn't, but you want to click on the link and at least get started now to lock in the free offer. I typically skip ahead to the file page and "pay" for my return filing before I'm even ready to file, just to get it out of the way. Don't wait until April 1 to click on the link because it may not be there at that point.
Reply

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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-16-2022 at 10:27 PM.
12-16-2022 at 10:27 PM.
Quote from chrismg8 :
Chatted online and i was give this link to get it for $35
https://www.fidelity.com/accounts...csource=VA [fidelity.com]
Well, that's interesting. I've never seen that offer before. Not a bad deal if you don't need to file a state return (which is still $39 using that offer), or need to use the online version instead of the download.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-16-2022 at 10:30 PM.
12-16-2022 at 10:30 PM.
Quote from seawolf :
And it looks like you may also need to have an assigned advisor as well. Been getting this offer for several years as I meet both of these requirements, is Private Client Group, and also had an assigned advisor. Also made less than a dozen trades.

Just checked and no offer and no assigned advisor. Relative who has this offer has less assets/also less than a dozen trades but do have an assigned advisor.
I have been saying this for a long time now. While some people who do not have an assigned rep do get the offer, there are way more cases where someone SHOULD have had it but did not and do not have an assigned rep. Is your relative a Private Client customer?
Reply
Joined Jan 2004
L3: Novice
> bubble2 169 Posts
57 Reputation
noen
12-17-2022 at 01:42 AM.
12-17-2022 at 01:42 AM.
Quote from Commentary :
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
You are correct, though they have added W-2 pdf import this year. If you're a day trader or have complex brokerage accounts I can understand fully wanting to stick to a TT or another vendor.

TurboTax had screwed up my schedule D the previous last two years running from the import, and had to enter everything by hand anyway.
Reply
Joined Jan 2004
L3: Novice
> bubble2 169 Posts
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noen
12-17-2022 at 01:46 AM.
12-17-2022 at 01:46 AM.
Quote from slickyd5270 :
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.
Last year FTU found a 401k double contribution penalty for me that saved me 5 figures. TurboTax didn't, neither did their "expert" accountant who "personally reviewed" my filing.

It got me my entire $199 back because they admitted that neither the automated system or their expert found it. It took longer (4 hours) waiting on hold and for their customer service to refund me than it did to file from start to finish with FTU.

Take that as you will.
Reply
Joined Jan 2008
L1: Learner
> bubble2 11 Posts
10 Reputation
pwf3
12-17-2022 at 07:49 AM.
12-17-2022 at 07:49 AM.
If anyone wants to sell their code, I'll offer a $10 amazon gift card. DM me.
3
Reply
Joined Oct 2009
L6: Expert
> bubble2 1,321 Posts
187 Reputation
aragorn2000
12-17-2022 at 07:52 AM.
12-17-2022 at 07:52 AM.
Looking for a code if you're not going to use yours. Please pm
3
Reply
Joined Apr 2006
L6: Expert
> bubble2 1,455 Posts
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mylulu2023
12-17-2022 at 10:44 AM.
12-17-2022 at 10:44 AM.
where do I apply discount code ?
2
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Joined Jan 2004
L6: Expert
> bubble2 1,388 Posts
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seawolf
12-17-2022 at 11:03 AM.
12-17-2022 at 11:03 AM.
Quote from MisterBill :
I have been saying this for a long time now. While some people who do not have an assigned rep do get the offer, there are way more cases where someone SHOULD have had it but did not and do not have an assigned rep. Is your relative a Private Client customer?
Premium but with an advisor. I'm Private Client and lost advisor.
Reply
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