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Select Fidelity Customers: TurboTax Premier Online Tax Service

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+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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389,063 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 Sep 2009
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> bubble2 46 Posts
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libralibra
12-27-2022 at 11:17 AM.
12-27-2022 at 11:17 AM.
My guess is the supply of codes got depleted. Fidelity will have to assess and resupply if they choose to (after fixing the loophole of course)
1
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Joined Jan 2009
L7: Teacher
> bubble2 2,698 Posts
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pakle
12-27-2022 at 12:28 PM.
12-27-2022 at 12:28 PM.
Quote from Russell_ :
If you're on good terms with your advisor may I suggest you send him an email mentioning that when you click on the link you don't get the free offer and ask if Fidelity is aware of the issue? It's entirely possible while fixing the "free for all customers" hole, they broke it for qualified customers.
I've only contacted the Advisor for Turbo Tax-related issues, and although they're super nice about it, I usually get follow-up (emails, phone calls, etc) asking to set up an appointment, which I ignore. I don't want to waste their time because I'm not interested in their services so I'll probably just wait until Feb/Mar and if it still hasn't been fixed, then I'll contact the Advisor.
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
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MisterBill
12-27-2022 at 06:49 PM.
12-27-2022 at 06:49 PM.
Quote from RainGater :
One key will give you 5 e-files ONLY.

After selling the code and if you delay the filing, then you may end up paying for e-file if the key travels around, if you know what I mean. lol
I believe I already addressed this point earlier, but that is incorrect. Turbotax uses the key for product installs. Each installed machine can do five e-files. Not sure what happens if you try to e-file a sixth return on the same machine, since it doesn't ask for the key if you uninstall and reinstall.

H&R Block uses the key for e-files, I believe.
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
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MisterBill
12-27-2022 at 06:53 PM.
12-27-2022 at 06:53 PM.
Quote from libralibra :
My guess is the supply of codes got depleted. Fidelity will have to assess and resupply if they choose to (after fixing the loophole of course)
I disagree. They had added a new landing page which nicely explained the free offer for online and $5 download. Once the link to that page got shared and they found out that anyone with a Fidelity account could get it for free, that page was removed. You now go back to the default landing page that it used to go to. I'm thinking that they need to come up with a new approach that is secure before putting it back.
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Joined Dec 2010
L5: Journeyman
> bubble2 774 Posts
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RainGater
12-28-2022 at 07:03 AM.
12-28-2022 at 07:03 AM.
Quote from MisterBill :
I believe I already addressed this point earlier, but that is incorrect. Turbotax uses the key for product installs. Each installed machine can do five e-files. Not sure what happens if you try to e-file a sixth return on the same machine, since it doesn't ask for the key if you uninstall and reinstall.

H&R Block uses the key for e-files, I believe.
I know HRB uses key for e-files and assumed that's what TurboTax will do too. But, it's crazy if TurboTax has this loophole which allows you to e-file from any number of machines with one key.

If what you are saying is true, then I can hand over the key to the SD thread and anyone can use it. If that is the case, then it's a big time bug!
1
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Joined Jan 2008
L5: Journeyman
> bubble2 943 Posts
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divinebaboon
12-28-2022 at 08:23 AM.

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

12-28-2022 at 08:23 AM.
Random Data point I discovered through testing Premier codes:
If the first user that installed and activated a premier key, and then paid $15 to upgrade to Home and Business, the next 4 activations of that key on other computers will also give you Home and Business, but for free. The more you know!

But if User 1 and 2 activated it and didn't upgrade, they will stay as premier, and then if User 3 upgrades, only user 4 and 5 will get free automatic home and biz, User 1 and 2 will not auto upgrade to home and biz.
2
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Last edited by divinebaboon December 28, 2022 at 08:30 AM.
Joined Oct 2005
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MisterBill
12-28-2022 at 08:41 AM.
12-28-2022 at 08:41 AM.
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.
Thanks. My charge finally posted on Monday and as of this morning, the offer is showing as redeemed.
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Joined Oct 2005
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> bubble2 2,215 Posts
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MisterBill
12-28-2022 at 08:43 AM.
12-28-2022 at 08:43 AM.
Quote from RainGater :
I know HRB uses key for e-files and assumed that's what TurboTax will do too. But, it's crazy if TurboTax has this loophole which allows you to e-file from any number of machines with one key.

If what you are saying is true, then I can hand over the key to the SD thread and anyone can use it. If that is the case, then it's a big time bug!
It's not a bug, it's how it works. And you can only use the key to install on five different machines. And of course, sharing/selling the key is illegal, but don't let that get in your way.
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Joined Dec 2014
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martymania85
12-28-2022 at 05:13 PM.

Our community has rated this post as helpful. If you agree, why not thank martymania85

12-28-2022 at 05:13 PM.
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.
3
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
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MisterBill
12-29-2022 at 11:01 AM.
12-29-2022 at 11:01 AM.
Quote from divinebaboon :
Random Data point I discovered through testing Premier codes:
If the first user that installed and activated a premier key, and then paid $15 to upgrade to Home and Business, the next 4 activations of that key on other computers will also give you Home and Business, but for free. The more you know!

But if User 1 and 2 activated it and didn't upgrade, they will stay as premier, and then if User 3 upgrades, only user 4 and 5 will get free automatic home and biz, User 1 and 2 will not auto upgrade to home and biz.
That's interesting. I wonder if user 1 or 2 uninstalled and reinstalled, they'd end up with H&B again?
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Joined Jul 2015
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> bubble2 34 Posts
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Russell_
12-29-2022 at 12:40 PM.
12-29-2022 at 12:40 PM.
Quote from lazysaver :
Anyone call Intuit to see if they're working on fixing it?
The fix has to be driven by Fidelity - after all it's Fidelity which wants to make this available to its customers. If it is not working Fidelity tells Intuit that and between the two it gets fixed.
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Joined Jan 2008
L5: Journeyman
> bubble2 943 Posts
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divinebaboon
12-29-2022 at 03:14 PM.
12-29-2022 at 03:14 PM.
Quote from MisterBill :
That's interesting. I wonder if user 1 or 2 uninstalled and reinstalled, they'd end up with H&B again?
I feel like it wouldnt work, because if they uninstalled, they might need to use the key to activate again, and the key already ran out of activations. But User 1 and 2 dont want to test it out so i guess we will never know
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Joined Oct 2008
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flightxxx
12-29-2022 at 05:35 PM.
12-29-2022 at 05:35 PM.
does this include one state download? if not, how much for one state?
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Joined Nov 2012
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3c3
12-29-2022 at 06:25 PM.
12-29-2022 at 06:25 PM.
Quote from flightxxx :
does this include one state download?
Yes, but e-file for the state is not included.
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Joined Apr 2007
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> bubble2 8,924 Posts
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snowcrash
12-31-2022 at 03:41 AM.
12-31-2022 at 03:41 AM.
My $10 Chase Turbotax Offer redeemed without using the direct link so a $5 money maker. I did upgrade to H&B so including the Chase Offer, it's only cost me $10 for the H&B. What a deal.
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