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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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396,390 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 Dec 2005
L3: Novice
> bubble2 141 Posts
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jpc
01-08-2023 at 08:41 AM.
01-08-2023 at 08:41 AM.
This is dead. Fidelity is now offering $20 off on TurboTax. I called Fidelity and was told that's the deal they're offering now.
2
Reply
Last edited by jpc January 8, 2023 at 09:33 AM.
Joined Oct 2005
L6: Expert
> bubble2 2,266 Posts
858 Reputation
MisterBill
01-08-2023 at 11:51 AM.
01-08-2023 at 11:51 AM.
Quote from jpc :
This is dead. Fidelity is now offering $20 off on TurboTax. I called Fidelity and was told that's the deal they're offering now.
Should you have qualified for the free copy? Do you see the box with the free offer on your Fidelity page? The Fidelity website still has a link to the free offer IF YOU QUALIFY, but it currently isn't free.

The $20 has been there all along, and Fidelity will tell you that's what they have if you do not qualify for the free copy.
Reply
Last edited by MisterBill January 8, 2023 at 11:54 AM.
Joined Apr 2009
L6: Expert
> bubble2 1,082 Posts
564 Reputation
lazysaver
01-08-2023 at 01:48 PM.
01-08-2023 at 01:48 PM.
It's still broken for those who qualify. Link takes you to a page where it says it's free or $5, but has the full price listed below.
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Joined Nov 2012
L4: Apprentice
> bubble2 311 Posts
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dk_sap
01-08-2023 at 03:35 PM.
01-08-2023 at 03:35 PM.
Quote from MisterBill :
Should you have qualified for the free copy? Do you see the box with the free offer on your Fidelity page? The Fidelity website still has a link to the free offer IF YOU QUALIFY, but it currently isn't free.

The $20 has been there all along, and Fidelity will tell you that's what they have if you do not qualify for the free copy.

What are the qualification criteria? Total account balance or subscribers to
fidelity portfolio management?
Reply
Joined Jul 2006
L5: Journeyman
> bubble2 705 Posts
142 Reputation
jlv2
01-08-2023 at 05:13 PM.
01-08-2023 at 05:13 PM.
Quote from jpc :
This is dead. Fidelity is now offering $20 off on TurboTax. I called Fidelity and was told that's the deal they're offering now.
This is NOT dead if you qualify for the offer (it says so in a box on your portfolio page at Fidelity). If so, you can call Fidelity and tell them it isn't working; they will offer to reimburse you for the $105 purchase price if you buy it.

But if you aren't a high valued customer, then you only get the $20 off.

Meanwhile, the page at Intuit is still broken and is showing the full price. Yesterday morning it was showing $5 to buy, but adding it to the cart caused it to show as $105, and nothing I tried (adding multiple) made a difference.
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Joined Dec 2018
New User
> bubble2 7 Posts
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AquaCalendar417
01-08-2023 at 05:29 PM.
01-08-2023 at 05:29 PM.
Quote from dk_sap :
What are the qualification criteria? Total account balance or subscribers to
fidelity portfolio management?
Nobody on here knows. I've read through all the comments and there is wide inconsistency on who gets the free offer and who doesn't. I got the offer but don't have every one of the qualifications I've seen posted.
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Joined Oct 2005
L6: Expert
> bubble2 2,266 Posts
858 Reputation
MisterBill
01-08-2023 at 07:52 PM.
01-08-2023 at 07:52 PM.
Quote from dk_sap :
What are the qualification criteria? Total account balance or subscribers to
fidelity portfolio management?
Typically over $500k-$1m in retail accounts (not 401k), Premium Services or Private Client Group in the top right corner when you log in, OR Active Trader Pro. If you have the balances, you usually need to have an assigned Fidelity rep to get the offer, but some get it without one.
Reply
Last edited by MisterBill January 8, 2023 at 07:55 PM.

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Joined Oct 2005
L6: Expert
> bubble2 2,266 Posts
858 Reputation
MisterBill
01-08-2023 at 07:54 PM.
01-08-2023 at 07:54 PM.
Quote from AquaCalendar417 :
Nobody on here knows. I've read through all the comments and there is wide inconsistency on who gets the free offer and who doesn't. I got the offer but don't have every one of the qualifications I've seen posted.
What qualifications do you have vs. don't You do not need to have all of them. It's Active Trader Pro or significant balances in "retail" accounts, usually with an assigned Fidelity rep. Not both. There are some cases where people should not qualify but do get it,
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Joined Oct 2005
L6: Expert
> bubble2 2,266 Posts
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MisterBill
01-08-2023 at 10:06 PM.
01-08-2023 at 10:06 PM.
Quote from 3c3 :
No, I'm done with my purchases.
Right, so you didn't know whether it's broken currently or not. It's broken.
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Joined Dec 2009
L1: Learner
> bubble2 5 Posts
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cargalmn
01-09-2023 at 09:17 AM.
01-09-2023 at 09:17 AM.
We have Premium Services, with a client advisor assigned to us (we self-manage our investments though).

We DO have the link, in Beta view, to our Fidelity Turbotax offer. When I click the link, I'm brought to a landing page that SAYS it has the online version for free or the downloadable version for $5. If I scroll down further, the downloadable version is $105. If I add it to the cart, it's still $105.

I chatted a Fidelity rep and they went away for a bit to call their corporate office or something. They came back and said that the online version is free but it may not reflect it until the end of doing my taxes. The downloadable version is no longer available for the advertised discount, even though the top of the landing page says it's available. I received no offer of reimbursement for a purchase of it.
Reply
Joined Nov 2010
HA
> bubble2 896 Posts
260 Reputation
luniz97
01-09-2023 at 09:32 AM.
01-09-2023 at 09:32 AM.
I do have the link, above a mid 6 figure balance and over 100 trades a year.
Reply
Joined Nov 2016
L3: Novice
> bubble2 249 Posts
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usadaytrader
01-09-2023 at 11:42 AM.
01-09-2023 at 11:42 AM.
Fidelity is now backpedaling on the offer. They now claim, the free offer is in error.
2
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Joined Apr 2009
L6: Expert
> bubble2 1,082 Posts
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lazysaver
01-09-2023 at 01:39 PM.
01-09-2023 at 01:39 PM.
Just went on the chat, they said link is still being worked on, but rep could be misinformed.
Reply
Joined Apr 2013
L3: Novice
> bubble2 150 Posts
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wekurtz74
01-09-2023 at 05:12 PM.
01-09-2023 at 05:12 PM.
Quote from lazysaver :
Just went on the chat, they said link is still being worked on, but rep could be misinformed.

One has to wonder, because at the price currently listed as discounted price, its still more expensive than most other places. If I have to buy it for more than a few bucks, I'll buy from Amazon which still has it at a relatively decent price.
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sugarbear98
01-09-2023 at 07:28 PM.
01-09-2023 at 07:28 PM.
Quote from beowulf7 :
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.Code:https://tps.fidelity.com/tps-api/...tCode=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).
Yea I had to do the add a random product and then delete to get this to work at $5+tax. I also ran into a persistant error trying to check out when it kept rejecting my payment info. I found a tip from someone on the Intuit user forums to try substituting 123 Main Street in for my street address (with my correct city, state and zip) and that did the trick.
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