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Select Fidelity Customers: TurboTax Premier Online Tax Service

Free
+159 Deal Score
395,937 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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395,937 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 Oct 2008
L7: Teacher
> bubble2 2,222 Posts
104 Reputation
flightxxx
01-18-2023 at 01:35 PM.
01-18-2023 at 01:35 PM.
Quote from azad814 :
Only showing 20 off for me. The offer was not on my beta view and I searched turbo tax on the site and it took me to the page o my showing a 20 off discount. Not sure how else to get it for free
same only $20 off for me
Reply
Joined Sep 2005
Top of the muffin TO YOU!
> bubble2 3,910 Posts
853 Reputation
MeatCatalog
01-19-2023 at 06:41 AM.
01-19-2023 at 06:41 AM.
Is the free version still only for $1million+ accounts? That used to be the rule but maybe it is changed.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,266 Posts
858 Reputation
MisterBill
01-19-2023 at 11:48 AM.
01-19-2023 at 11:48 AM.
Quote from azad814 :
Only showing 20 off for me. The offer was not on my beta view and I searched turbo tax on the site and it took me to the page o my showing a 20 off discount. Not sure how else to get it for free
Do you have the appropriate holdings at Fidelity to qualify for the free offer?
Reply
Joined Jan 2004
L6: Expert
> bubble2 1,400 Posts
855 Reputation
seawolf
01-19-2023 at 12:05 PM.
01-19-2023 at 12:05 PM.
Quote from lastingfrontier :
Interesting. I had the free link on my Fidelity account but like some others it disappeared a couple days ago so I had to use SmartSeed's alternate link to get it for free. However a relative in a different household, diff address, etc, never had the free link in their Fidelity account and tried SmartSeed's method and got the 404 Not Authorized error. So SmartSeed's way only works for people who are qualify to get the link (even if it disappear), and will give 404 if you're not qualified?
That is how it is (was in prior years) suppose to work. Browser needs to allow 3rd party cookies. Fidelity site stores a cookie (if you qualify) which Intuit site validates to ensure you qualify for offer.
Reply
Joined Jan 2023
New User
> bubble2 2 Posts
10 Reputation
Buczar
01-19-2023 at 02:50 PM.
01-19-2023 at 02:50 PM.
I see that you can now go to the turbotax page on Fidelity.com and it will show you the offer you qualify for w/o need to use the beta view. Much easier than having to look around for it on the main page as have had to do for prior years.
Reply
Joined May 2019
L2: Beginner
> bubble2 93 Posts
54 Reputation
lastingfrontier
01-19-2023 at 02:57 PM.
01-19-2023 at 02:57 PM.
Quote from Buczar :
I see that you can now go to the turbotax page on Fidelity.com and it will show you the offer you qualify for w/o need to use the beta view. Much easier than having to look around for it on the main page as have had to do for prior years.
Doesn't work for me. The Fidelity Tax page only says $20 off TT.
https://www.fidelity.com/tax-info...n/overview
But Beta view on Portfolio says Free TT Premier.
Reply
Joined Feb 2015
L2: Beginner
> bubble2 41 Posts
22 Reputation
DealReaper1
01-19-2023 at 08:41 PM.
01-19-2023 at 08:41 PM.
I have 2 Fidelity accounts. It didn't show for me but it showed for my wife.

Last week when I tried all different ways like adding and removing products but it didn't show me price.

I tried again today and it showed me $5 for premier download and $0 for online. I wanted Home & Business. So I downloaded it for $5 and then from desktop software upgraded it to Home & Business for another $15 making total cost for my Windows Download Home & Business to $20 ! Perry slick deal compared to paying $75 on Amazon or Costco.

Thanks OP.
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Joined Jan 2023
New User
> bubble2 2 Posts
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LivelyMarmot8572
01-19-2023 at 10:04 PM.
01-19-2023 at 10:04 PM.
Quote from qsub :
I have the $20 off. So.. $54for TurboTax Premier.. am I going to see cheaper then that or should I bite?
same with me, $54 for Premier…
Reply
Joined Jan 2023
New User
> bubble2 2 Posts
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LivelyMarmot8572
01-19-2023 at 10:17 PM.
01-19-2023 at 10:17 PM.
Quote from flightxxx :
same only $20 off for me
same for me $20 off only. Then same price as Costco I think
Reply
Joined Jan 2023
New User
> bubble2 2 Posts
10 Reputation
Buczar
01-20-2023 at 06:40 AM.
01-20-2023 at 06:40 AM.
Click the link under TurboTax that says '$20 off'' - goes to a main turbotax page.[/quote]
Quote from lastingfrontier :
Doesn't work for me. The Fidelity Tax page only says $20 off TT.
https://www.fidelity.com/tax-info...n/overview [fidelity.com]
But Beta view on Portfolio says Free TT Premier.
Click the link under TurboTax that says '$20 off''. From what I can tell, all these links say $20 off, but if click, it goes to a main turbotax page where I had a different discount.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,266 Posts
858 Reputation
MisterBill
01-20-2023 at 08:09 AM.
01-20-2023 at 08:09 AM.
I bought a copy on my Citi credit card with the $10 back on any Turbotax purchase offer, and it's showing redeemed the day after it posted. It had already worked on my Chase card with the same offer.

Update -- Citi offers are showing redeemed, waiting to be paid.
Reply
Last edited by MisterBill January 21, 2023 at 11:10 PM.
Joined May 2019
L2: Beginner
> bubble2 93 Posts
54 Reputation
lastingfrontier
01-20-2023 at 11:23 AM.
01-20-2023 at 11:23 AM.
Quote from Buczar :
Click the link under TurboTax that says '$20 off'' - goes to a main turbotax page.

Click the link under TurboTax that says '$20 off''. From what I can tell, all these links say $20 off, but if click, it goes to a main turbotax page where I had a different discount.
Not for me. I click on $20 TT from
https://www.fidelity.com/tax-info...n/overview
and it says $54 for Premier.

If I click on Free link on Portfolio with Beta view, then it is $0 for Premier. Glad it is working for you.
Reply
Joined Jul 2011
L4: Apprentice
> bubble2 326 Posts
25 Reputation
johnny5yu
01-20-2023 at 01:03 PM.
01-20-2023 at 01:03 PM.
https://www.fidelity.com/accounts...x-discount

Skip instructions in the post. If you want to see the discount, click on the link above
1
Reply
Joined Oct 2016
L3: Novice
> bubble2 142 Posts
73 Reputation
mojorisin23
01-20-2023 at 04:35 PM.
01-20-2023 at 04:35 PM.
I had it last year, but I don't see it this year... is it a one and done thing?
Reply

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Joined Jul 2011
L10: Grand Master
> bubble2 15,782 Posts
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desi_babu_2010
01-21-2023 at 11:25 AM.
01-21-2023 at 11:25 AM.
Quote from mojorisin23 :
I had it last year, but I don't see it this year... is it a one and done thing?
hmmm...well given there are ~500+ posts on this thread.
many who have already taken advantage of this offer.
i'd say....no....its not a 1 & done thing
Reply
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