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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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Deal
Score +159
396,302 Views
Free
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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).
·
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 May 2007
L4: Apprentice
> bubble2 1,538 Posts
710 Reputation
Pro
Sam K
01-04-2023 at 06:33 PM.
01-04-2023 at 06:33 PM.
Quote from lumbu :
Working again FYI
I don't see anything for TurboTax when I follow the instructions. Where do you see the link for it on Fidelity.com?
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Joined Dec 2005
Who?
> bubble2 692 Posts
156 Reputation
DoonGuy
01-04-2023 at 07:01 PM.
01-04-2023 at 07:01 PM.
do I need to do checkout to see the free/$5 price? otherwise it shows $69/$105 after landing on that page.
Reply
Joined Dec 2005
Who?
> bubble2 692 Posts
156 Reputation
DoonGuy
01-04-2023 at 07:03 PM.
01-04-2023 at 07:03 PM.
Quote from Sam K :
I don't see anything for TurboTax when I follow the instructions. Where do you see the link for it on Fidelity.com?
turn on beta view on summary page of your fidelity account ... scroll down you should see a big widget with free turbotax on summary page
Reply
Joined Nov 2012
L7: Teacher
> bubble2 2,441 Posts
3,305 Reputation
3c3
01-04-2023 at 07:26 PM.
01-04-2023 at 07:26 PM.
Quote from DoonGuy :
do I need to do checkout to see the free/$5 price? otherwise it shows $69/$105 after landing on that page.
Have you already redeemed the offer before? I'm seeing $69/$105 as well, but I already purchased the download a couple of weeks ago, just need one more code. There is a language of "one per Fidelity client", which I don't know if it was there before. Not sure if they're enforcing one per client.
Reply
Joined May 2007
L4: Apprentice
> bubble2 1,538 Posts
710 Reputation
Pro
Sam K
01-04-2023 at 07:36 PM.
01-04-2023 at 07:36 PM.
Quote from DoonGuy :
turn on beta view on summary page of your fidelity account ... scroll down you should see a big widget with free turbotax on summary page
I have beta view on by default when I sign into my Fidelity Account and I've scrolled up and down on the summary page multiple times and I don't see any widgets with a free turbotax link.
Reply
Joined Nov 2012
L7: Teacher
> bubble2 2,441 Posts
3,305 Reputation
3c3
01-04-2023 at 07:37 PM.
01-04-2023 at 07:37 PM.
Quote from Sam K :
I have beta view on by default when I sign into my Fidelity Account and I've scrolled up and down on the summary page multiple times and I don't see any widgets with a free turbotax link.
Then you probably don't qualify.
Reply
Joined Apr 2008
L1: Learner
> bubble2 18 Posts
21 Reputation
xingxing
01-04-2023 at 07:40 PM.
01-04-2023 at 07:40 PM.
Direct link trick is working again also. Just got my $5 download license code.
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Joined May 2007
L4: Apprentice
> bubble2 1,538 Posts
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Sam K
01-04-2023 at 07:42 PM.
01-04-2023 at 07:42 PM.
Quote from 3c3 :
Then you probably don't qualify.
I qualified last year for it but maybe I don't this year. After my last reply I went through Fidelity's virtual assistant and typed "TurboTax" in the question box and after selecting "Can Fidelity help me file my taxes", I got links to their 4 tax partners and after selecting the TurboTax link, I got a page offering $20 off TurboTax with a link to redirect me to Intuit.
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Joined May 2007
L4: Apprentice
> bubble2 1,538 Posts
710 Reputation
Pro
Sam K
01-04-2023 at 08:00 PM.
01-04-2023 at 08:00 PM.
Quote from xingxing :
Direct link trick is working again also. Just got my $5 download license code.
Thanks, the link trick worked for me as well and I used my Chase credit card which had a $10 cash back offer on TurboTax purchases with no minimum spend requirement. I got an email confirmation that I used the offer so I made money on the purchase.
Reply
Joined Nov 2012
L7: Teacher
> bubble2 2,441 Posts
3,305 Reputation
3c3
01-04-2023 at 08:11 PM.
01-04-2023 at 08:11 PM.
My account already has the offer, so I did NOT use the "direct link", but similar method to get the $5 download price.

1. Add the download product at the $105 price.
2. Click "add more products".
3. Add another download product at the $105 price.
4. Total should be $10 for 2 of them.
5. Adjust the quantity as needed.
Reply
Joined Apr 2007
L1: Learner
> bubble2 14 Posts
10 Reputation
mazudo
01-04-2023 at 09:58 PM.
01-04-2023 at 09:58 PM.
Quote from 3c3 :
My account already has the offer, so I did NOT use the "direct link", but similar method to get the $5 download price.

1. Add the download product at the $105 price.
2. Click "add more products".
3. Add another download product at the $105 price.
4. Total should be $10 for 2 of them.
5. Adjust the quantity as needed.
Thanks for the tip. All other approaches didn't work for me, but this did. I was also able to remove the second one, to bring it down to one copy, and it remained at $5.
Reply
Joined Oct 2004
L8: Grand Teacher
> bubble2 3,031 Posts
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Cheapy Stuff
01-04-2023 at 10:07 PM.
01-04-2023 at 10:07 PM.
Thanks for the heads up. Purchased the download key, and also "ordered" the online filing with state for good measure.
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Joined Apr 2015
New User
> bubble2 2 Posts
14 Reputation
lumbu
01-04-2023 at 11:10 PM.
01-04-2023 at 11:10 PM.
Quote from 3c3 :
Have you already redeemed the offer before? I'm seeing $69/$105 as well, but I already purchased the download a couple of weeks ago, just need one more code. There is a language of "one per Fidelity client", which I don't know if it was there before. Not sure if they're enforcing one per client.
I see the 69/105 offer coming from the link in my Fidelity account, but when I add to cart it comes down (well I already had one in my cart and added a second and it was 10 bucks, took the second off and it was back to 5)
Reply
Joined Nov 2012
L7: Teacher
> bubble2 2,441 Posts
3,305 Reputation
3c3
01-04-2023 at 11:10 PM.
01-04-2023 at 11:10 PM.
Quote from Cheapy Stuff :
Purchased the download key, and also "ordered" the online filing with state for good measure.
Could you please explain what you did with the state? Are you going to use the online version together with the download version?
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Joined Nov 2012
L7: Teacher
> bubble2 2,441 Posts
3,305 Reputation
3c3
01-04-2023 at 11:13 PM.
01-04-2023 at 11:13 PM.
Quote from lumbu :
I see the 69/105 offer coming from the link in my Fidelity account, but when I add to cart it comes down (well I already had one in my cart and added a second and it was 10 bucks, took the second off and it was back to 5)
Yes, I figured that out with a hint from another post, after I posted my previous message.
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