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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
388,899 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 Nov 2012
L7: Teacher
> bubble2 2,422 Posts
3,261 Reputation
3c3
01-29-2023 at 12:22 PM.
01-29-2023 at 12:22 PM.
Quote from Funboy3 :
The normal TT allows for 5 free Federal online filings. But state is NOT FREE. The the cost varies by state. Will the $5 download allow me to file say California for free?
No, state efile is not included for the download version.
Reply
Joined Aug 2011
L6: Expert
> bubble2 1,526 Posts
346 Reputation
drawz
01-29-2023 at 01:15 PM.
01-29-2023 at 01:15 PM.
Quote from Funboy3 :
Hi,

Dang, already bought TurboTax as I didn't qualify in the past.

I clicked on the link at Fidelity and was redirected to Intuit's web site. It said I file Federal and State for free online or with a $5 download.

The normal TT allows for 5 free Federal online filings. But state is NOT FREE. The the cost varies by state. Will the $5 download allow me to file say California for free?

Thanks.
The download version gives you the access to the forms for 1 state, which you can print for free or pay an additional fee to e-file the state forms (federal e-file still free). This is how TT CD/download always works (unless it's Deluxe without state). The online versions are priced differently. Given their deceptive practices in the past, I can't help but wonder if this confusion is intentional.
Reply
Joined Aug 2011
L3: Novice
> bubble2 136 Posts
10 Reputation
Funboy3
01-29-2023 at 05:47 PM.
01-29-2023 at 05:47 PM.
Hi

Again, I already bought TT.

But my niece can probably use it as she needs a different state than I.

If I buy the $5 download copy, am I simply given the activation code that I enter in later? The normal activation code allows me to install it one 5 computers and do 5 free federal filings?

Thanks!
Reply
Joined Jun 2007
L7: Teacher
> bubble2 2,859 Posts
210 Reputation
iceage2007
01-29-2023 at 05:51 PM.
01-29-2023 at 05:51 PM.
Quote from Funboy3 :
Hi

Again, I already bought TT.

But my niece can probably use it as she needs a different state than I.

If I buy the $5 download copy, am I simply given the activation code that I enter in later? The normal activation code allows me to install it one 5 computers and do 5 free federal filings?

Thanks!

Yes. They just need activation code.
Reply
Joined May 2009
L3: Novice
> bubble2 213 Posts
38 Reputation
suprguy
01-30-2023 at 07:35 AM.
01-30-2023 at 07:35 AM.
I used to have the promotion box for free on my fidelity portfolio summary in december, but it recently disappeared. Anyone else experience the same?
Reply
Joined Sep 2017
L2: Beginner
> bubble2 67 Posts
18 Reputation
Lexluther88
01-30-2023 at 01:00 PM.
01-30-2023 at 01:00 PM.
Mine still only shows a $20 discount instead of Premier being free. Has anyone gotten it to work for them?
Reply
Joined Nov 2007
L8: Grand Teacher
> bubble2 3,429 Posts
176 Reputation
zyx987
01-31-2023 at 02:00 PM.
01-31-2023 at 02:00 PM.
So if I buy the $5 activation code \ download, will I be able to use my state (Pa) even if other 4 copies already activated and used different state(s) ?

If Yes, I'd like to get one.

thanks.
Reply

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Joined Nov 2007
L3: Novice
> bubble2 292 Posts
eeegeek
01-31-2023 at 02:12 PM.
01-31-2023 at 02:12 PM.
Quote from zyx987 :
So if I buy the $5 activation code \ download, will I be able to use my state (Pa) even if other 4 copies already activated and used different state(s) ?

If Yes, I'd like to get one.

thanks.
you will have to install the copies on different PCs with possibly different activation codes - I am not sure Fidelity monitors how many times a client downloads through the free link
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
02-01-2023 at 07:58 PM.
02-01-2023 at 07:58 PM.
Quote from eeegeek :
you will have to install the copies on different PCs with possibly different activation codes - I am not sure Fidelity monitors how many times a client downloads through the free link
Fidelity has nothing to do with it once get to the TT site. TurboTax allows the software to be installed on five different machines, and each machine can select a different state.
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
02-01-2023 at 07:59 PM.
02-01-2023 at 07:59 PM.
Quote from zyx987 :
So if I buy the $5 activation code \ download, will I be able to use my state (Pa) even if other 4 copies already activated and used different state(s) ?

If Yes, I'd like to get one.

thanks.
Are you talking about buying a code from someone here or directly from TurboTax? If the latter, who installed the other four copies?
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
02-01-2023 at 08:00 PM.
02-01-2023 at 08:00 PM.
Quote from Lexluther88 :
Mine still only shows a $20 discount instead of Premier being free. Has anyone gotten it to work for them?
Yes, plenty of us. Should you qualify for the free copy from Fidelity? And everyone gets the $20 discount, the free/$5 copy shows up on your Portfolio age.
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
02-01-2023 at 08:01 PM.
02-01-2023 at 08:01 PM.
Quote from suprguy :
I used to have the promotion box for free on my fidelity portfolio summary in december, but it recently disappeared. Anyone else experience the same?
Have you turned on Beta mode on the Portfolio page?
Reply
Joined Nov 2012
L7: Teacher
> bubble2 2,422 Posts
3,261 Reputation
3c3
02-01-2023 at 08:03 PM.
02-01-2023 at 08:03 PM.
Quote from zyx987 :
So if I buy the $5 activation code \ download, will I be able to use my state (Pa) even if other 4 copies already activated and used different state(s) ?

If Yes, I'd like to get one.

thanks.
Quote from MisterBill :
Are you talking about buying a code from someone here or directly from TurboTax? If the latter, who installed the other four copies?
If the former, that's not allowed here.
Reply
Joined May 2009
L3: Novice
> bubble2 213 Posts
38 Reputation
suprguy
02-02-2023 at 08:15 AM.
02-02-2023 at 08:15 AM.
Quote from MisterBill :
Have you turned on Beta mode on the Portfolio page?
Ya, it's on beta mode, but the promotion box is now gone. If I go to the tax forms link, it only shows the $20 off deal.
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Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
02-02-2023 at 02:09 PM.
02-02-2023 at 02:09 PM.
Quote from suprguy :
Ya, it's on beta mode, but the promotion box is now gone. If I go to the tax forms link, it only shows the $20 off deal.
The free offer is never on the tax forms page. Had you clicked on the free link when you had it? If so, did you try going back to turbotax.com to see if the offer is still there? That assumes that you did not click on the $20 off link.
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