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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
389,119 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).
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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 2018
L5: Journeyman
> bubble2 650 Posts
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prp007
12-21-2022 at 12:30 PM.
12-21-2022 at 12:30 PM.
Do you need to have a specific type of fidelity account to see this offer? I have retirement account with fidelity and my beta view is enabled. But I dont see this offer anywhere mentioned in my login.
1
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Joined Jul 2011
L10: Grand Master
> bubble2 15,543 Posts
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Pro
desi_babu_2010
12-21-2022 at 12:54 PM.
12-21-2022 at 12:54 PM.
Quote from prp007 :
Do you need to have a specific type of fidelity account to see this offer?....
200 of the 259 posts in this thread are discussing just that !
1
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Joined Dec 2008
L9: Master
> bubble2 5,852 Posts
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bluetrep
12-21-2022 at 01:01 PM.
12-21-2022 at 01:01 PM.
only shows how much I lost, $$$$.
Reply
Joined Jun 2005
L6: Expert
> bubble2 1,169 Posts
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G60roddo
12-21-2022 at 01:47 PM.
12-21-2022 at 01:47 PM.
Quote from turtlebud :
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.
I had the same problem and therefore was combing through this thread trying to find a solution. Finally here on page 17 I tried what the guy 2 posts up from you suggested in a solution to another problem- use the "do it yourself" tab. No idea why that worked (if fact at one point in the process the system briefly flashed the same "whoops" message) but in the end that worked. Good luck
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Joined Dec 2011
L2: Beginner
> bubble2 31 Posts
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shuderchen
12-21-2022 at 03:13 PM.
12-21-2022 at 03:13 PM.
Quote from lhiraman :
Does this include the state?
I think you have to purchase state separately.
Reply
Joined Jan 2008
L5: Journeyman
> bubble2 943 Posts
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divinebaboon
12-21-2022 at 03:33 PM.
12-21-2022 at 03:33 PM.
Quote from shuderchen :
I think you have to purchase state separately.

it includes the state download, but state efile is $20 unless you live in Ny
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Joined Oct 2015
New User
> bubble2 1 Posts
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MihirM3780
12-21-2022 at 03:53 PM.
12-21-2022 at 03:53 PM.
Worked for me! Got Online Premier for free. thanks! State is extra though.
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Joined Dec 2007
L2: Beginner
> bubble2 93 Posts
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dukeboy
12-21-2022 at 03:59 PM.
12-21-2022 at 03:59 PM.
Quote from MihirM3780 :
Worked for me! Got Online Premier for free. thanks! State is extra though.
state free as well.
click "state additional", and it says "Price per state
$54 (crossed out) $0*
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Joined Jul 2010
L2: Beginner
> bubble2 25 Posts
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ultrawide
12-21-2022 at 06:52 PM.
12-21-2022 at 06:52 PM.
If anyone wants to sell their code, I'll offer a $15 amazon gift card. DM me.
1
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
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MisterBill
12-21-2022 at 10:20 PM.
12-21-2022 at 10:20 PM.
Quote from dukeboy :
state free as well.
click "state additional", and it says "Price per state
$54 (crossed out) $0*
Exactly. States (even multiples) are free if you have the Fidelity $0 offer.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
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MisterBill
12-21-2022 at 10:23 PM.
12-21-2022 at 10:23 PM.
Quote from MrWilcox :
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
The $15 off is similar to the $20 off that Fidelity offers to everyone, so not as good a deal.

The $35 off link posted elsewhere is the best deal I've seen for the online version, for people who did not get the free offer. Combine it with the Chase $10 offer and get it for $25. Of course, that does not include state software, which is very pricey for the online product.
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
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MisterBill
12-21-2022 at 10:24 PM.
12-21-2022 at 10:24 PM.
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.
Yes, I know. The question is, does it work as advertised. If it does, I have it on six cards and could buy $5 downloads on each of them.

Update -- found last year's thread on DoC and the Chase offer also did not have a minimum and someone reported "Confirmed it does. (Premier to Home Office $10) Someone should buy the Regular with multiple cards and get Premier/ Home office Free. Just upgrade at $10 increments"

I'm going to have to give it a try tomorrow.
Reply
Last edited by MisterBill December 21, 2022 at 10:27 PM.
Joined Feb 2009
rLeo
> bubble2 556 Posts
120 Reputation
ctsder
12-22-2022 at 08:35 AM.
12-22-2022 at 08:35 AM.
I used free last year, this year it shows $20 off only
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Joined Sep 2003
Worlds Most Modest Man
> bubble2 18,991 Posts
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beowulf7
12-22-2022 at 10:55 AM.
12-22-2022 at 10:55 AM.
I'll check again next week as per the post one guy made a few days ago.
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Joined Oct 2007
L7: Teacher
> bubble2 2,640 Posts
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langjie
12-22-2022 at 11:01 AM.
12-22-2022 at 11:01 AM.
is it just 1 redemption per fidelity account?
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