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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
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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 Oct 2004
L8: Grand Teacher
> bubble2 3,031 Posts
1,250 Reputation
Cheapy Stuff
01-05-2023 at 12:33 AM.
01-05-2023 at 12:33 AM.
Quote from 3c3 :
Could you please explain what you did with the state? Are you going to use the online version together with the download version?
Keeping the online mostly as a backup, but I might elect to use it for the free e-file, since you have to pay to e-file a state on the download. I'm going to go through all the forms and imports on the download, and depending on how I feel copy it over to the online.
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Joined Jul 2015
L2: Beginner
> bubble2 35 Posts
18 Reputation
Russell_
01-05-2023 at 06:13 AM.
01-05-2023 at 06:13 AM.
The Fidelity page that has the two large buttons for $0/$5 online / download versions has the following verbiage: "As a valued client of Fidelity, you are eligible to file your federal and state taxes at no cost using TurboTax Premier Online, or for $5 using TurboTax Premier desktop download".

Doesn't this imply that one can file the state version for free, unlike in past years using either the online or download versions?
Reply
Joined Oct 2012
L3: Novice
> bubble2 246 Posts
69 Reputation
natecmd
01-05-2023 at 10:51 AM.
01-05-2023 at 10:51 AM.
This is a slick deal, especially if the chase cashback offers worked.

$5 for Premier download; -$5 chase cashback offer (now, thinking about it I should have used a 3rd card that also had a $10 cashback offer instead of saving it to use on State e-file)
$15 for H&B upgrade; -$10 chase cashback offer on a different card
= $5 total

Couldn't find a way to pre-pay for state e-file now, or the price (I think it went up to $25 last year?) but I have an additional cash-back offer on a 3rd card for $10 back that I'll use then.

Of course, I hate myself when thinking about how excited I am that I ONLY have to give Intuit $20 of my hard-earned cash and probably 10 hours of my life to file taxes this year, when other countries like the Faroe Islands can fairly tax their entire population at way less expense and waste... https://www.theatlantic.com/ideas...ca/672401/
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Joined Dec 2007
L2: Beginner
> bubble2 40 Posts
14 Reputation
dalahad
01-05-2023 at 11:04 AM.
01-05-2023 at 11:04 AM.
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.
Wow, thanks for the tip!! this worked great!
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Joined Jan 2009
L7: Teacher
> bubble2 2,759 Posts
2,985 Reputation
pakle
01-05-2023 at 12:59 PM.
01-05-2023 at 12:59 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.
Check it again. It was showing $69 last night but got corrected to $0/$5 today.
1
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Joined Oct 2005
L6: Expert
> bubble2 2,266 Posts
858 Reputation
MisterBill
01-05-2023 at 06:48 PM.
01-05-2023 at 06:48 PM.
Quote from pakle :
Check it again. It was showing $69 last night but got corrected to $0/$5 today.
Yes, they fixed it today. Time to use my Chase and Citi offers.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,266 Posts
858 Reputation
MisterBill
01-05-2023 at 06:51 PM.
01-05-2023 at 06:51 PM.
Quote from Russell_ :
The Fidelity page that has the two large buttons for $0/$5 online / download versions has the following verbiage: "As a valued client of Fidelity, you are eligible to file your federal and state taxes at no cost using TurboTax Premier Online, or for $5 using TurboTax Premier desktop download".

Doesn't this imply that one can file the state version for free, unlike in past years using either the online or download versions?
No difference from previous years.

If you use the online version, states are completely free. If you use the download version, one state software is included, but e-filing is not (unless you're in NY, where it is free, by law) and additional state software is regular price.
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Joined Jan 2009
L7: Teacher
> bubble2 2,759 Posts
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pakle
01-06-2023 at 12:17 AM.
01-06-2023 at 12:17 AM.
Quote from ShannonF4392 :
There is a way to lock in the free Premier in advance (in case the offer returns). In the online version, you just skip ahead and click "file" along the left, then click continue, and under Step 1, you can "purchase" the free software. You will get an emailed receipt:
ORDER SUMMARY
TurboTax Online Premier 2022 $69.00 $0.00
Subtotal $0.00
Estimated tax $0.00
Order total $0.00

Then, you return to My Info to go back to the beginning.
Thanks, I just followed your instructions to 'lock in' the 0 price for online in case the link breaks or price gets messed up in the future. Got email confirmation that the total is 0 so I can take my time to file later
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Joined Oct 2017
L2: Beginner
> bubble2 33 Posts
14 Reputation
dimsumkid5915
01-06-2023 at 09:16 AM.
01-06-2023 at 09:16 AM.
This deal is not expired. The online version has been fixed, but the download isn't charging the correct $5 price, but $105. Intuit is aware of this issue and is working on it.
Reply
Joined Dec 2005
Who?
> bubble2 692 Posts
156 Reputation
DoonGuy
01-06-2023 at 09:44 AM.
01-06-2023 at 09:44 AM.
Quote from pakle :
Check it again. It was showing $69 last night but got corrected to $0/$5 today.
Thank you! I gave up too early and bought downloadable from Amazon.
Even through I haven't downloaded or used yet, Amazon order can't be cancelled for sw download orders Frown
Reply
Joined Nov 2012
L7: Teacher
> bubble2 2,441 Posts
3,305 Reputation
3c3
01-06-2023 at 10:45 AM.
01-06-2023 at 10:45 AM.
Quote from dimsumkid5915 :
The online version has been fixed, but the download isn't charging the correct $5 price, but $105.
Add 2 and remove 1.
Reply
Joined Jul 2015
L2: Beginner
> bubble2 35 Posts
18 Reputation
Russell_
01-06-2023 at 04:42 PM.
01-06-2023 at 04:42 PM.
Quote from dimsumkid5915 :
This deal is not expired. The online version has been fixed, but the download isn't charging the correct $5 price, but $105. Intuit is aware of this issue and is working on it.
Which is the reason it's still only in the beta view! As others have mentioned there's a workaround.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,266 Posts
858 Reputation
MisterBill
01-06-2023 at 06:14 PM.
01-06-2023 at 06:14 PM.
Quote from 3c3 :
Add 2 and remove 1.
Did you try it today? It's broken again. It was working last night, I bought copies to redeem my Chase offers.
Reply
Joined Nov 2012
L7: Teacher
> bubble2 2,441 Posts
3,305 Reputation
3c3
01-06-2023 at 06:32 PM.
01-06-2023 at 06:32 PM.
Quote from MisterBill :
Did you try it today?
No, I'm done with my purchases.
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Joined Jan 2013
L2: Beginner
> bubble2 71 Posts
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admin_machine
01-06-2023 at 11:12 PM.
01-06-2023 at 11:12 PM.
broken still
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