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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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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 Dec 2015
L16- Deal Maker
> bubble2 753 Posts
228 Reputation
yas070
12-19-2022 at 08:10 PM.
12-19-2022 at 08:10 PM.
Anyone want to share a code $5 AMG

Thanks
Reply
Joined Dec 2022
New User
> bubble2 1 Posts
10 Reputation
MCT308
12-19-2022 at 08:20 PM.
12-19-2022 at 08:20 PM.
Quote from dj_mikmik :
How do you download the software? I got the offer, click the link, login with an existing TurboTax account credentials and only see the online version. Clicking on the links on the thread brings me to the same online version page.

Thanks!
Don't log in to Intuit on the 1st page you see after Fidelity. Instead look to the top where there is a pull down that says "Do It Yourself". You will see an option to download the product.
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-19-2022 at 08:35 PM.
12-19-2022 at 08:35 PM.
I just noticed that I have a $10 offer for Turbotax on my Chase Offers, and there does not appear to be a minimum purchase. If that's the case, then you could purchase two of the $5 downloads and just pay sales tax, or maybe even just one and have it be a MM. I also have an offer at Bank of America, but that one has a $39 minimum purchase.
Reply
Last edited by MisterBill December 19, 2022 at 09:07 PM.
Joined Nov 2011
L3: Novice
> bubble2 179 Posts
158 Reputation
turtlebud
12-19-2022 at 09:56 PM.
12-19-2022 at 09:56 PM.
Got the offer and tried to purchase the download, but got a "Whoops! We hit a snag loading your data. Please try again." when I tried to add a mac or windows download. Guessing/hoping it's temporary - will try again tomorrow.
Reply
Joined Jan 2008
L6: Expert
> bubble2 1,005 Posts
302 Reputation
jimdarcy
12-19-2022 at 10:17 PM.
12-19-2022 at 10:17 PM.
Quote from MisterBill :
I just noticed that I have a $10 offer for Turbotax on my Chase Offers, and there does not appear to be a minimum purchase. If that's the case, then you could purchase two of the $5 downloads and just pay sales tax, or maybe even just one and have it be a MM. I also have an offer at Bank of America, but that one has a $39 minimum purchase.

My Chase offer is purchase from a chase only site and get 15$ off the purchase price.
Reply
Joined Jan 2008
L5: Journeyman
> bubble2 943 Posts
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divinebaboon
12-20-2022 at 06:02 AM.
12-20-2022 at 06:02 AM.
Quote from jimdarcy :
My Chase offer is purchase from a chase only site and get 15$ off the purchase price.
everyone's chase offer says the same thing, with that chase site only wording on the bottom. But im inclined to believe it is referring to the $15 off discount offer being only through their link. regardless, i bought some keys yesterday, will see if I end up getting the $10 cashback from the offer and report back.
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Joined Sep 2011
L9: Master
> bubble2 4,186 Posts
325 Reputation
comfortably-numb
12-20-2022 at 08:46 AM.
12-20-2022 at 08:46 AM.
I am not eligible for anything! I even toggled the beta view button ( i had already switched to beta view before).
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Joined Jul 2022
New User
> bubble2 8 Posts
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sgcreek2015
12-20-2022 at 11:01 AM.
12-20-2022 at 11:01 AM.
No luck for me, I see only $20 off for TurboTax and HRBlock
Reply
Joined Sep 2013
L1: Learner
> bubble2 21 Posts
10 Reputation
dorani51
12-20-2022 at 07:36 PM.
12-20-2022 at 07:36 PM.
Quote from MisterBill :
I just noticed that I have a $10 offer for Turbotax on my Chase Offers, and there does not appear to be a minimum purchase. If that's the case, then you could purchase two of the $5 downloads and just pay sales tax, or maybe even just one and have it be a MM. I also have an offer at Bank of America, but that one has a $39 minimum purchase.
Thx hle078, GMan4911 and MisterBill.
I got the Fidelity TT offer for $5 and the Chase credit card offer on my Chase Amazon Prime card. "Earn $10 back on your Intuit TurboTax purchase. Payment must be made directly with the merchant." No minimum was mentioned.
Reply
Joined Apr 2020
New User
> bubble2 13 Posts
MrWilcox
12-20-2022 at 08:47 PM.
12-20-2022 at 08:47 PM.
chase offer is clearly $10 cashback after turbotax payment , but chase link is also for $15 instant off purchase , so can save $25, so maybe does work
Reply
Joined Nov 2011
L2: Beginner
> bubble2 58 Posts
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Snake-I-s
12-21-2022 at 07:57 AM.
12-21-2022 at 07:57 AM.
Quote from dorani51 :
Thx hle078, GMan4911 and MisterBill.
I got the Fidelity TT offer for $5 and the Chase credit card offer on my Chase Amazon Prime card. "Earn $10 back on your Intuit TurboTax purchase. Payment must be made directly with the merchant." No minimum was mentioned.
Does this include the state?
Reply
Joined Sep 2013
L3: Novice
> bubble2 177 Posts
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GottaLoveIttt
12-21-2022 at 08:45 AM.
12-21-2022 at 08:45 AM.
Quote from happyface50 :
I have Premium Services account, and a financial advisor. But I don't see any TurboTax offer.

ConfusedConfusedConfusedConfusedConfused
Quote from GottaLoveIttt :
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.
Yes, my account now has free TT offer. It took a few days after they added an advisor to my account and converted my account to Private Client Group. Good luck, hope you see the offer too!
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Joined Jun 2011
L3: Novice
> bubble2 101 Posts
30 Reputation
sanpras
12-21-2022 at 09:28 AM.
12-21-2022 at 09:28 AM.
Quote from dorani51 :
Thx hle078, GMan4911 and MisterBill.
I got the Fidelity TT offer for $5 and the Chase credit card offer on my Chase Amazon Prime card. "Earn $10 back on your Intuit TurboTax purchase. Payment must be made directly with the merchant." No minimum was mentioned.
Where do we get the Fidelity TT offer for $5? in email, on chase a/c, or targeted promotion.
Reply
Joined Sep 2011
L2: Beginner
> bubble2 84 Posts
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cytopia
12-21-2022 at 09:41 AM.
12-21-2022 at 09:41 AM.
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.
Is it possible to go back to the first machine and download the additional state on the 2nd machine that was activated without a charge?
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Joined Jan 2008
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> bubble2 943 Posts
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divinebaboon
12-21-2022 at 11:45 AM.
12-21-2022 at 11:45 AM.
Quote from cytopia :
Is it possible to go back to the first machine and download the additional state on the 2nd machine that was activated without a charge?
no, one state per machine.
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