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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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389,200 Views
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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.
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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 2010
L4: Apprentice
> bubble2 315 Posts
82 Reputation
heverlee
12-17-2022 at 01:12 PM.
12-17-2022 at 01:12 PM.
accidentally went to the online version now can't go back to download. may have to buy one from amazon

never mind if I go directly to download page, $5 offer shows up
Reply
Last edited by heverlee December 17, 2022 at 01:20 PM.
Joined Apr 2009
L6: Expert
> bubble2 1,070 Posts
560 Reputation
lazysaver
12-17-2022 at 04:18 PM.
12-17-2022 at 04:18 PM.
I wonder if you wait til later, they'll change the download to free as well.
Reply
Joined Jul 2013
L4: Apprentice
> bubble2 421 Posts
498 Reputation
pahameel
12-17-2022 at 05:02 PM.
12-17-2022 at 05:02 PM.
If anyone wants to sell their code, I'll offer a $10 amazon gift card. DM me.
2
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Joined Jul 2011
L10: Grand Master
> bubble2 15,543 Posts
2,171 Reputation
Pro
desi_babu_2010
12-17-2022 at 05:35 PM.
12-17-2022 at 05:35 PM.
ok folks.
i can recall:
100's posts requesting a TT code in exchange for AMGC.

i cannot recall:
a single post offering a TT code in exchange for a AMGC.


so please stop the begging.
1
Reply
Joined Nov 2019
VIP Member
> bubble2 14,549 Posts
720 Reputation
Lilyly
12-17-2022 at 05:37 PM.
12-17-2022 at 05:37 PM.
Quote from desi_babu_2010 :
ok folks.
i can recall:
100's posts requesting a TT code in exchange for AMGC.

i cannot recall:
a single post offering a TT code in exchange for a AMGC.


so please stop the begging.
they are doing it behind the scene via private msging. can you see them?
2
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-17-2022 at 08:28 PM.
12-17-2022 at 08:28 PM.
Quote from lazysaver :
I wonder if you wait til later, they'll change the download to free as well.
I have been exchanging emails with someone in the Private Client group, and they indicated that the $5 price is correct. I suspect it's to combat people who "bought" several copies to distribute/resell.
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Joined Nov 2011
L2: Beginner
> bubble2 58 Posts
14 Reputation
Snake-I-s
12-18-2022 at 05:51 AM.
12-18-2022 at 05:51 AM.
Hmmm, dont see this offer only the $20 discount. Hopefully the Amazon deal comes up soon before leaving for Vaca
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Joined May 2008
L1: Learner
> bubble2 6 Posts
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masterpete
12-18-2022 at 07:56 AM.
12-18-2022 at 07:56 AM.
Just did a live chat with Fidelity.
Was told the $1,000,000 in non retirement accounts was required for free TT download.
YVMV
Reply
Joined Jul 2015
L7: Teacher
> bubble2 2,105 Posts
1,299 Reputation
MtF4392
12-18-2022 at 08:24 AM.
12-18-2022 at 08:24 AM.
In past years, with the free download, you could upgrade to Home & Business for $10. Does anyone know how much the upgrade is this year?
Reply
Joined Dec 2011
L5: Journeyman
> bubble2 547 Posts
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midorix
12-18-2022 at 08:42 AM.

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

12-18-2022 at 08:42 AM.
As posted earlier, I get this free TurboTax every year. So I reached out to Fidelity via chat who directed me to call the customer service number. I only called to inquire if some qualifications changed (not to complain). Spoke to a nice gentleman (Fidelity always have nice customer service) and he did go out of his way to check my account and qualifications. He did confirm that I do qualify (one of the qualification is over $500K in retirement account, over $250K in non retirement account) and he did say there are many other factors that allows you to qualify.

Apparently, Fidelity has not fully rolled out this offer to everyone so most, including me, should be showing up in the portfolio page by next week.

I did check last year and free TurboTax was rolled out by now so looks like they are about a week behind this year.

Be patient and check next week to see if it popped in your account.

BTW, I did believe him but I also understand everyone is getting different info from Fidelity in terms of qualifications. Will see how this goes.
1
Reply
Last edited by midorix December 18, 2022 at 08:45 AM.
Joined Apr 2018
L3: Novice
> bubble2 259 Posts
66 Reputation
DelightfulNose8839
12-18-2022 at 08:48 AM.
12-18-2022 at 08:48 AM.
Quote from midorix :
As posted earlier, I get this free TurboTax every year. So I reached out to Fidelity via chat who directed me to call the customer service number. I only called to inquire if some qualifications changed (not to complain). Spoke to a nice gentleman (Fidelity always have nice customer service) and he did go out of his way to check my account and qualifications. He did confirm that I do qualify (one of the qualification is over $500K in retirement account, over $250K in non retirement account) and he did say there are many other factors that allows you to qualify.

Apparently, Fidelity has not fully rolled out this offer to everyone so most, including me, should be showing up in the portfolio page by next week.

I did check last year and free TurboTax was rolled out by now so looks like they are about a week behind this year.

Be patient and check next week to see if it popped in your account.

BTW, I did believe him but I also understand everyone is getting different info from Fidelity in terms of qualifications. Will see how this goes.
Make sure you are using the Beta view. I thought I was going to have to wait, but I switched to the Beta view and it showed up.
Reply
Joined Jan 2008
L5: Journeyman
> bubble2 943 Posts
1,470 Reputation
divinebaboon
12-18-2022 at 08:56 AM.
12-18-2022 at 08:56 AM.
Quote from ShannonF4392 :
In past years, with the free download, you could upgrade to Home & Business for $10. Does anyone know how much the upgrade is this year?

$15 this year to upgrade from premier to home and biz
Reply
Joined Jan 2007
Natural Bunny Killer
> bubble2 12,357 Posts
MadPup
12-18-2022 at 08:59 AM.
12-18-2022 at 08:59 AM.
Quote from midorix :
As posted earlier, I get this free TurboTax every year. So I reached out to Fidelity via chat who directed me to call the customer service number. I only called to inquire if some qualifications changed (not to complain). Spoke to a nice gentleman (Fidelity always have nice customer service) and he did go out of his way to check my account and qualifications. He did confirm that I do qualify (one of the qualification is over $500K in retirement account, over $250K in non retirement account) and he did say there are many other factors that allows you to qualify.

Apparently, Fidelity has not fully rolled out this offer to everyone so most, including me, should be showing up in the portfolio page by next week.

I did check last year and free TurboTax was rolled out by now so looks like they are about a week behind this year.

Be patient and check next week to see if it popped in your account.

BTW, I did believe him but I also understand everyone is getting different info from Fidelity in terms of qualifications. Will see how this goes.
Thank you for posting.

Beggars, please stop. You shame yourselves.
Reply
Joined Jul 2015
L7: Teacher
> bubble2 2,105 Posts
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MtF4392
12-18-2022 at 09:32 AM.
12-18-2022 at 09:32 AM.
Quote from divinebaboon :
$15 this year to upgrade from premier to home and biz
Thank you for the information! Repped.
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Joined Nov 2017
L4: Apprentice
> bubble2 306 Posts
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crissag
12-18-2022 at 10:18 AM.
12-18-2022 at 10:18 AM.
Quote from qsub :
I have the $20 off. So.. $54for TurboTax Premier.. am I going to see cheaper then that or should I bite?A
As others have mentioned, there's the good Amazon deal that comes after Christmas. And note, the one offered right now via Fidelity and the $20 off does not include a free state, so that makes the Amazon deal even better.
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