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Select Fidelity Customers: TurboTax Premier Online Tax Service

Free
+159 Deal Score
389,372 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
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+159
389,372 Views
Free
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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 Jan 2008
L5: Journeyman
> bubble2 943 Posts
1,470 Reputation
divinebaboon
12-25-2022 at 05:50 AM.
12-25-2022 at 05:50 AM.
Quote from MisterBill :
Where else did you see this discussed? I didn't see other posts here about using it.

A credit card forum
Reply
Last edited by divinebaboon January 6, 2023 at 10:31 AM.
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-25-2022 at 02:07 PM.
12-25-2022 at 02:07 PM.
Quote from ShannonF4392 :
I did not get an email, but I do see that my account shows the offer as redeemed. No credit to the account yet.
That's great to hear. And you bought just one download? My transaction is still showing as pending.
Reply
Joined Apr 2011
L4: Apprentice
> bubble2 375 Posts
90 Reputation
slayone
12-25-2022 at 06:10 PM.
12-25-2022 at 06:10 PM.
Quote from Commentary :
I wonder if one installs the software on two different computer, each with a different state. Than use a NAS to hold the data file. Wonder if that will work.

This doesn't work as the calculations that needs to be made need to know about income in both States. I have never been able to work out of it's cheaper to do two States online or via download
Reply
Joined Nov 2022
New User
> bubble2 2 Posts
10 Reputation
OrangeRain597
12-25-2022 at 08:07 PM.
12-25-2022 at 08:07 PM.
I have the offer on my Fidelity account, but the link takes me to a Turbotax page offering 'start for free, $69 when you file, extra for state'. Not sure why the link is not working. Frown
Reply
Joined Nov 2022
New User
> bubble2 2 Posts
10 Reputation
OrangeRain597
12-25-2022 at 08:09 PM.
12-25-2022 at 08:09 PM.
Quote from MisterBill :
I suspect that adding that new landing page with a shareable link allowed a lot of people to get the deal who were not entitled to it. I'm sure that few (if any) of the people here who used it and had access to the deal should have qualified for the deal. Glad that they shut it down.

Update -- just logged in and followed the free link on the Fidelity page, and it's definitely been disabled.
Same Here! Followed the link on the Fidelity page and cannot get it to work for the life of me.
Reply
Joined Jun 2006
L10: Grand Master
> bubble2 10,479 Posts
2,863 Reputation
kwadguy
12-25-2022 at 08:13 PM.
12-25-2022 at 08:13 PM.
Quote from MisterBill :
Do you have enough assets with Fidelity to qualify? You've read the requirements elsewhere in this thread, right?
I don't have the link, have more than enough assets, and have gotten the link every year for the past several years.
Reply
Joined Jul 2006
L9: Master
> bubble2 4,490 Posts
548 Reputation
Commentary
12-26-2022 at 01:59 AM.
12-26-2022 at 01:59 AM.
Quote from slayone :
This doesn't work as the calculations that needs to be made need to know about income in both States. I have never been able to work out of it's cheaper to do two States online or via download
I think it might if one does not need to deduct any state taxes on the federal. For each of the state, one designate the income only for that state when filing thatf state return. There should not be any income or expense relationships between the states.
Reply

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Joined Jul 2015
L2: Beginner
> bubble2 34 Posts
18 Reputation
Russell_
12-26-2022 at 05:56 AM.
12-26-2022 at 05:56 AM.
Quote from OrangeRain597 :
I have the offer on my Fidelity account, but the link takes me to a Turbotax page offering 'start for free, $69 when you file, extra for state'. Not sure why the link is not working. Frown
Same issue here.
Reply
Joined Jan 2007
L5: Journeyman
> bubble2 538 Posts
264 Reputation
sagupta
12-26-2022 at 07:14 AM.
12-26-2022 at 07:14 AM.
Quote from Russell_ :
Same issue here.
Click do it yourself on top on turbotax page and than choose cd download
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
12-26-2022 at 08:17 AM.
12-26-2022 at 08:17 AM.
Quote from sagupta :
Click do it yourself on top on turbotax page and than choose cd download
You don't understand. They've turned off the discount completely because they inadvertently made it available to everyone with a Fidelity account once the link that was posted a few days ago got out. It used to be that it only worked if you qualified and went directly from the link on the main Fidelity page. In making a nicer page, they exposed it to many more people. Hopefully it will be back soon.
Reply
Joined Dec 2008
L7: Teacher
> bubble2 2,546 Posts
Manlet
12-26-2022 at 08:21 AM.
12-26-2022 at 08:21 AM.
Quote from MisterBill :
You don't understand. They've turned off the discount completely because they inadvertently made it available to everyone with a Fidelity account once the link that was posted a few days ago got out. It used to be that it only worked if you qualified and went directly from the link on the main Fidelity page. In making a nicer page, they exposed it to many more people. Hopefully it will be back soon.
Oh wow, didn't know that. Was it even available to Fidelity members who only had retirement accounts with them?
Reply
Joined Jul 2015
L2: Beginner
> bubble2 34 Posts
18 Reputation
Russell_
12-26-2022 at 08:40 AM.
12-26-2022 at 08:40 AM.
Quote from MisterBill :
You don't understand. They've turned off the discount completely because they inadvertently made it available to everyone with a Fidelity account once the link that was posted a few days ago got out. It used to be that it only worked if you qualified and went directly from the link on the main Fidelity page. In making a nicer page, they exposed it to many more people. Hopefully it will be back soon.
Very nicely described, Bill! Hopefully, it'll preempt posts, no longer relevant, telling us how to get it the "old" way.

Also hoping someone will follow-up if it starts working again. If I discover that and there's been no post, I'll do so.
Reply
Joined Nov 2018
L5: Journeyman
> bubble2 520 Posts
29 Reputation
Hope4Best
12-26-2022 at 10:58 AM.
12-26-2022 at 10:58 AM.
Quote from pakle :
I didn't see it in the regular view but now see the offer in BETA view, repped! Toggle the switch at the top right corner. TT Premier will then showed on the bottom right corner for me, see attached.

Once you click on the promo, what's next ? I can't see how to place an order for free. Thanks
Reply
Joined Jan 2009
L7: Teacher
> bubble2 2,701 Posts
2,965 Reputation
pakle
12-26-2022 at 11:26 AM.
12-26-2022 at 11:26 AM.
Broken for me too after clicking on Free link on Fidelity site. Shows $69 now. Should've 'locked' in the price when it was $0 as described previously when I saw it earlier this month, know better for next time. I don't file until Feb/March, hopefully Fidelity will have it fixed by then or else I've had success contacting the Advisor assigned to my account to get reimbursement of paying out of pocket, but of course would like this to work without going through this add'l hassle.
Reply

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Joined Oct 2004
L7: Teacher
> bubble2 2,975 Posts
1,230 Reputation
Pro
Cheapy Stuff
12-26-2022 at 01:44 PM.
12-26-2022 at 01:44 PM.
Quote from pakle :
Broken for me too after clicking on Free link on Fidelity site. Shows $69 now. Should've 'locked' in the price when it was $0 as described previously when I saw it earlier this month, know better for next time. I don't file until Feb/March, hopefully Fidelity will have it fixed by then or else I've had success contacting the Advisor assigned to my account to get reimbursement of paying out of pocket, but of course would like this to work without going through this add'l hassle.
I did click through for the online version when the deal was first posted, but didn't get through to filing. Since you don't pay until you file, there's no "locking in" the price for online. Lesson learned, I'm going to buy the download as soon as it's fixed.
Reply
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