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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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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 Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-18-2022 at 10:45 AM.
12-18-2022 at 10:45 AM.
Quote from crissag :
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.
The online version never includes state. Some people do prefer the online version, however, and you can't buy that from Amazon, so discounts like the one Fidelity are worthwhile. However, someone posted a link to a $35 off link (comes out to $34). That's actually not a bad deal if you want/need to use the online version, especially if you don't need to file a state return or can do it on your own. You do need to login to Fidelity to use the $35 off link.

https://slickdeals.net/f/16308649-turbotax-premier-free-for-some-fidelity-customers-premium-services-active-traders-private-client?p=160369654#post160369654
Reply
Last edited by MisterBill December 18, 2022 at 07:05 PM.
Joined Jun 2006
L5: Journeyman
> bubble2 833 Posts
164 Reputation
manatee
12-18-2022 at 04:25 PM.
12-18-2022 at 04:25 PM.
Quote from masterpete :
Just did a live chat with Fidelity.
Was told the $1,000,000 in non retirement accounts was required for free TT download.
YVMV

People who have 1 mil in non retirement can afford their own turbo tax lol
1
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Joined Oct 2007
L2: Beginner
> bubble2 55 Posts
19 Reputation
winwin2
12-18-2022 at 06:30 PM.
12-18-2022 at 06:30 PM.
delete
Reply
Last edited by winwin2 December 19, 2022 at 02:58 PM.
Joined Jan 2008
L5: Journeyman
> bubble2 943 Posts
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divinebaboon
12-19-2022 at 07:42 AM.
12-19-2022 at 07:42 AM.
Quote from Commentary :
If one needs to file multiple states, anyone try buying two copies to get two free states?
This works, but you have to install on two computers, and do each state file separately, or uninstall one after you finish filing then install with the second code to do the second state.
Reply
Joined Dec 2011
Prize Winner Wannabe
> bubble2 333 Posts
480 Reputation
badstink
12-19-2022 at 08:10 AM.
12-19-2022 at 08:10 AM.
OP, Can you please change your listing title to use the correct spelling of "Premier"? (necessary for deal alerts)
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-19-2022 at 08:53 AM.
12-19-2022 at 08:53 AM.
Quote from divinebaboon :
This works, but you have to install on two computers, and do each state file separately, or uninstall one after you finish filing then install with the second code to do the second state.
You need to do it on separate machines. Once you've picked the free (actually, included) state on a machine, you cannot switch if you uninstall and reinstall. However, if you have a second machine to use, you can pick a different state. I tried this last year on the machine that I don't do my taxes on, just as an experiment since several people were claiming that once you selected a specific state, all installations on the code used for installation had to use the same state. That part isn't true, and there's no way it could have been true given how people sell/share codes.

I'm guessing that if you found the secret registry setting or file that TT sets the installed state in and delete it, you could switch states between installs on hat machine.
Reply
Last edited by MisterBill December 19, 2022 at 08:55 AM.
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
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MisterBill
12-19-2022 at 08:57 AM.
12-19-2022 at 08:57 AM.
Quote from Commentary :
If one needs to file multiple states, anyone try buying two copies to get two free states?
If you need to file multiple states and qualify for the free Fidelity offer, you should consider using the online version, because multiple states are free.

If you don't qualify for the free offer, I don't understand why you posted that question here.
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Joined Dec 2011
L5: Journeyman
> bubble2 547 Posts
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midorix
12-19-2022 at 09:24 AM.
12-19-2022 at 09:24 AM.
Quote from DelightfulNose8839 :
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.

Many have posted about Beta view and that wasn't the issue.
Reply
Last edited by midorix December 23, 2022 at 07:08 AM.
Joined Jul 2006
L9: Master
> bubble2 4,490 Posts
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Commentary
12-19-2022 at 10:00 AM.
12-19-2022 at 10:00 AM.
Quote from MisterBill :
If you need to file multiple states and qualify for the free Fidelity offer, you should consider using the online version, because multiple states are free.

If you don't qualify for the free offer, I don't understand why you posted that question here.
If you don't understand, why comment.

Clearly some of us do not use online version for a reason. If you do not know what the reasons are, or the differences between online versus desktop, you should not comment on areas you are not familiar with.
1
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Joined Jul 2006
L9: Master
> bubble2 4,490 Posts
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Commentary
12-19-2022 at 10:01 AM.
12-19-2022 at 10:01 AM.
Quote from divinebaboon :
This works, but you have to install on two computers, and do each state file separately, or uninstall one after you finish filing then install with the second code to do the second state.
Thanks - I will give it a try.
Reply
Joined Jan 2008
L5: Journeyman
> bubble2 943 Posts
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divinebaboon
12-19-2022 at 10:13 AM.
12-19-2022 at 10:13 AM.
Quote from Commentary :
Thanks - I will give it a try.

The guy above said uninstall and reinstall won't work so you gotta use diff computers or spin up virtual machines
Reply
Joined Jan 2008
L5: Journeyman
> bubble2 943 Posts
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divinebaboon
12-19-2022 at 10:34 AM.
12-19-2022 at 10:34 AM.
Quote from MisterBill :
You need to do it on separate machines. Once you've picked the free (actually, included) state on a machine, you cannot switch if you uninstall and reinstall. However, if you have a second machine to use, you can pick a different state. I tried this last year on the machine that I don't do my taxes on, just as an experiment since several people were claiming that once you selected a specific state, all installations on the code used for installation had to use the same state. That part isn't true, and there's no way it could have been true given how people sell/share codes.

I'm guessing that if you found the secret registry setting or file that TT sets the installed state in and delete it, you could switch states between installs on hat machine.
holy crap, I just tested it out with my own code on a diff machine, you are right, one activation code could be used to download 5 different states if you activate them on different machines. TIL.
Reply
Joined Oct 2010
L3: Novice
> bubble2 255 Posts
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Rrikp
12-19-2022 at 01:30 PM.
12-19-2022 at 01:30 PM.
Quote :
qqzjFor those who got the offer, how much money do you have in your accounts and do you trade a lot? I have more than $2m there and they never give it to me. I am wondering why? I don't trade a lot. Does it explain?
lol, do you need $69 off? when you have $2mil in brokerage
2
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-19-2022 at 06:49 PM.
12-19-2022 at 06:49 PM.
Quote from divinebaboon :
holy crap, I just tested it out with my own code on a diff machine, you are right, one activation code could be used to download 5 different states if you activate them on different machines. TIL.
Yes, the "all installs from the same code get the same state" is a common false post which makes no sense given that people often sell their extra installs, or the whole product after filing their taxes.

Not clear what happens when you copy your TT file from one computer to the other, and it no longer has the state it was originally created with.
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Joined Jan 2006
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> bubble2 204 Posts
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GMan4911
12-19-2022 at 07:50 PM.
12-19-2022 at 07:50 PM.
If you have a Chase credit card, you might be able to get $5 TurboTax download free. Check your Chase offers. I got the $5 off offer on my Southwest Rewards card and a $10 off offer on my Chase Freedom. Used my Southwest Rewards card to pay for the $5 TurboTax download and got an instant notification that the offer was redeemed. Will use the $10 off offer to pay for the Home and Business upgrade.
Reply
Last edited by GMan4911 December 19, 2022 at 08:13 PM.
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