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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
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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
395,937 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).
·
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 2016
L3: Novice
> bubble2 142 Posts
73 Reputation
mojorisin23
01-23-2023 at 05:10 AM.
01-23-2023 at 05:10 AM.
Quote from desi_babu_2010 :
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
I mean, it was there last year, but not there this year. What changed?
Reply
Joined Nov 2007
L4: Apprentice
> bubble2 300 Posts
eeegeek
01-23-2023 at 07:20 AM.
01-23-2023 at 07:20 AM.
I saw the offer - clicked on the link it took me to a page which stated

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. Get started by selecting a product below.
Each eligible Fidelity client may file one federal and one state return with this offer; limit one desktop download product per client. TurboTax Live products not included. Optional services/upgrades are available within TurboTax at a cost to Fidelity clients.

BUT, below this I am seeing two links one for online version for $69 and another for download version for $105 - I went through the process thinking somehow the price will change in the end but it didn't - asked me $111 or so at the end

totally bait and switch
2
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Joined May 2014
L2: Beginner
> bubble2 99 Posts
26 Reputation
Cheezycheeto
01-23-2023 at 09:25 AM.
01-23-2023 at 09:25 AM.
Quote from eeegeek :
I saw the offer - clicked on the link it took me to a page which stated

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. Get started by selecting a product below.
Each eligible Fidelity client may file one federal and one state return with this offer; limit one desktop download product per client. TurboTax Live products not included. Optional services/upgrades are available within TurboTax at a cost to Fidelity clients.

BUT, below this I am seeing two links one for online version for $69 and another for download version for $105 - I went through the process thinking somehow the price will change in the end but it didn't - asked me $111 or so at the end

totally bait and switch
Please read through this thread. They've been intermittently having issues with this deal. Seems like the bugs are back again. I checked my account and they've removed the turbotax link again.
1
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Joined Apr 2011
L2: Beginner
> bubble2 40 Posts
14 Reputation
cheapruss
01-23-2023 at 03:29 PM.
01-23-2023 at 03:29 PM.
If you get an offer do the download. I took the offer and the account showed paid, then after entering data it now just shows a $35 discount and the offer no longer exists on Fidelity for me. Was a bait and switch!
Reply
Joined Nov 2007
L8: Grand Teacher
> bubble2 3,429 Posts
176 Reputation
zyx987
01-23-2023 at 05:00 PM.
01-23-2023 at 05:00 PM.
I don't see it on my account, but had it last year. Would love to get a downloadable copy for $5. I need PA for state.

thanks
Reply
Joined Apr 2006
L3: Novice
> bubble2 156 Posts
18 Reputation
eterry2
01-23-2023 at 05:31 PM.
01-23-2023 at 05:31 PM.
I've used H&R Block for years now. With it I can do several returns and I can efile 5 returns for no charge. Is this the same for the download version of TurboTax? Can I do several returns and efile them for free? I used TurboTax years ago and switched when they had a bunch of bloatware. I do qualify for the $5 fidelity download and I'm curious. Thanks.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,266 Posts
858 Reputation
MisterBill
01-23-2023 at 06:56 PM.
01-23-2023 at 06:56 PM.
Quote from eterry2 :
I've used H&R Block for years now. With it I can do several returns and I can efile 5 returns for no charge. Is this the same for the download version of TurboTax? Can I do several returns and efile them for free? I used TurboTax years ago and switched when they had a bunch of bloatware. I do qualify for the $5 fidelity download and I'm curious. Thanks.
TT does it differently. The code is used for the installation. You can install on up to five machines, and each machine can e-file up to five Federal returns. Each state return (except NY) costs $20-25, but I'm assuming that was the case on HRB as well.
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Joined Oct 2005
L6: Expert
> bubble2 2,266 Posts
858 Reputation
MisterBill
01-23-2023 at 06:57 PM.
01-23-2023 at 06:57 PM.
Quote from zyx987 :
I don't see it on my account, but had it last year. Would love to get a downloadable copy for $5. I need PA for state.

thanks
Did you turn on beta mode?
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,266 Posts
858 Reputation
MisterBill
01-23-2023 at 07:00 PM.
01-23-2023 at 07:00 PM.
Quote from cheapruss :
If you get an offer do the download. I took the offer and the account showed paid, then after entering data it now just shows a $35 discount and the offer no longer exists on Fidelity for me. Was a bait and switch!
Not bait & switch. Not sure why it is no longer showing on Fidelity, but once you've started your return, the pricing should be set. Did you go to the payment page before filing (even though you're not ready to file) to see how much it wants to charge you? You could have done that initially to lock in the price, but once again, it should not have changed once you clicked to get in with the free price.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,266 Posts
858 Reputation
MisterBill
01-23-2023 at 07:04 PM.
01-23-2023 at 07:04 PM.
Quote from Cheezycheeto :
Please read through this thread. They've been intermittently having issues with this deal. Seems like the bugs are back again. I checked my account and they've removed the turbotax link again.
Seems like something is up. I'm not even seeing it on Fidelity at the moment, and I had it from day one. These bait & switch comments are just ridiculous.
Reply
Joined Nov 2007
L8: Grand Teacher
> bubble2 3,429 Posts
176 Reputation
zyx987
01-23-2023 at 07:49 PM.
01-23-2023 at 07:49 PM.
Quote from MisterBill :
Did you turn on beta mode?

Yes. On my desktop - does it make a difference? Thanks
Reply
Joined Sep 2003
Worlds Most Modest Man
> bubble2 19,296 Posts
3,117 Reputation
beowulf7
01-24-2023 at 10:57 AM.
01-24-2023 at 10:57 AM.
I bought this for $5 back in late Dec. when someone gave the direct URL "hack" several pages ago. The free Fidelity tax deal was available to me last year but I didn't have it in my account for this year until I just checked today. So, for those who haven't, check your Fidelity account again if you had it in the past but not this year.
Reply
Joined Aug 2011
L6: Expert
> bubble2 1,562 Posts
346 Reputation
drawz
01-24-2023 at 12:01 PM.
01-24-2023 at 12:01 PM.
Quote from MisterBill :
TT does it differently. The code is used for the installation. You can install on up to five machines, and each machine can e-file up to five Federal returns. Each state return (except NY) costs $20-25, but I'm assuming that was the case on HRB as well.

Clarification that the state e-file costs $, but you can print and mail for free (or sometimes use your own states website). You get the ability to download the forms for one state free and additional state forms cost $ also.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,266 Posts
858 Reputation
MisterBill
01-24-2023 at 07:34 PM.
01-24-2023 at 07:34 PM.
Quote from drawz :
Clarification that the state e-file costs $, but you can print and mail for free (or sometimes use your own states website). You get the ability to download the forms for one state free and additional state forms cost $ also.
I was talking about in comparison to HRB. But yes, you can either print and mail state returns or just submit it on the state's website as an alternative to paying for state e-file (or buying a second state if you can use Federal info to enter the info on the state's site.
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Joined Oct 2005
L6: Expert
> bubble2 2,266 Posts
858 Reputation
MisterBill
01-24-2023 at 07:36 PM.
01-24-2023 at 07:36 PM.
Quote from MisterBill :
Seems like something is up. I'm not even seeing it on Fidelity at the moment, and I had it from day one. These bait & switch comments are just ridiculous.
Update -- it's working again, more or less. I see the offer on the Fidelity site, but when you load a copy of the download into your cart, they bug where it shows up in your cart at regular price until you add a second copy is back. Just change the quantity to two and the price will be fixed. Then you can go back to one copy and pay $5.
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