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Select Fidelity Customers: TurboTax Premier Online Tax Service

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+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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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 Jan 2009
L7: Teacher
> bubble2 2,697 Posts
2,965 Reputation
pakle
02-22-2023 at 10:26 AM.
02-22-2023 at 10:26 AM.
Quote from heidou007 :
I have a silly question: how do I know if I'm getting the discount on Intuit website? Once I log on, it takes me to the steps for filing with Premier 2022. Do I need to finish everything and then know the price?
Someone gave me these instructions and I followed them to 'lock in' the free price when it first came out. Afterwards, I don't have to go through the Fidelity site any more and just filed last week for free.

In the online version, you just skip ahead, accept the agreements. Click "file" along the left, then click continue, and under Step 1, make sure total is 0 and place order "purchase" the free software. You will get an emailed receipt
Reply
Joined Jan 2009
L7: Teacher
> bubble2 2,697 Posts
2,965 Reputation
pakle
02-25-2023 at 05:37 PM.
02-25-2023 at 05:37 PM.
Quote from pakle :
I'm helping some relatives get this set up in the future, and they are Premium Services but don't have an advisor assigned. Previously they were told they qualified for free TT Premier but since the link didn't show up, they had to submit a receipt for reimbursement. They are hoping to get the link in the future by having an advisor assigned.

So they called to get one assigned and set up an appt for next month but online, it's not reflecting the advisor info. Anyone know how long it takes to show the advisor online? Does it reflect after the first appt?
Update: They told the Advisor they didn't have time to meet so the Advisor agreed to add his name online last month. They just noticed the Free TT link on the Fidelity account today (Beta view on).

So if you think you qualify but don't have an Advisor assigned, contact them to get one added and check back in a month to see if the Free TT link shows up.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
02-28-2023 at 03:58 PM.
02-28-2023 at 03:58 PM.
Quote from heidou007 :
I have a silly question: how do I know if I'm getting the discount on Intuit website? Once I log on, it takes me to the steps for filing with Premier 2022. Do I need to finish everything and then know the price?
Are you seeing the $0 price when you get to the TurboTax site? Do you see the free offer at Fidelity?
Reply
Joined Apr 2014
L6: Expert
> bubble2 1,537 Posts
212 Reputation
DayaO
03-01-2023 at 07:53 AM.
03-01-2023 at 07:53 AM.
Only $20 off for TurboTax
Reply
Joined Nov 2018
L2: Beginner
> bubble2 80 Posts
14 Reputation
Chipotle_zaddy
03-01-2023 at 11:04 PM.
03-01-2023 at 11:04 PM.
Quote from DayaO :
Only $20 off for TurboTax

Same here
Reply
Joined Oct 2004
L6: Expert
> bubble2 1,166 Posts
188 Reputation
JustAnotherSlob
03-04-2023 at 06:25 PM.
03-04-2023 at 06:25 PM.
I had free, started my return (welcome back) in December, but guess I didn't lock it in. Now that it's done, it wants me to pay $$$.

Pissed...

Actually it's even worse--after clearing some cookies I get the "Get TurboTax® Premier free" offer, but when I click on it and log into my Turbotax account, they want me to pay...

And in the end, I sort of gave up--I used the $5 for Premier and State, downloaded my partial online return, and will finish it on my computer. I hope Congress puts Inuit out of business (no chance that will happen).
Reply
Last edited by JustAnotherSlob March 4, 2023 at 07:05 PM.
Joined Oct 2017
L3: Novice
> bubble2 172 Posts
81 Reputation
smileshadow
03-05-2023 at 02:13 AM.
03-05-2023 at 02:13 AM.
Quote from JustAnotherSlob :
... Actually it's even worse--after clearing some cookies I get the "Get TurboTax® Premier free" offer, but when I click on it and log into my Turbotax account, they want me to pay...
Perhaps it would have worked if you created a new account with a new e-mail address. Just a thought. And I agree with you about Intuit, and most of the other companies who make their money from tax prep who fight against tax simplification and lobby for more complicated tax laws instead!
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Joined Jul 2015
L7: Teacher
> bubble2 2,101 Posts
1,299 Reputation
MtF4392
03-06-2023 at 10:08 AM.
03-06-2023 at 10:08 AM.
Quote from ShannonF4392 :
Based on the information in your federal return, it looks like you'll need to file more than one state tax return. Don't worry, we'll walk you step by step through your state returns and get you every tax break you deserve. It's only $39* per state and e-filing is free!
Am I the only one still having a problem with getting the states for free in the online version? Instead of resolving itself, the system is now telling me it's $59 per state (instead of the $39 I saw in January).

ETA: I called Turbotax for one of my kids. They are telling me to pay the $59, then request a refund. Very annoying.
Second Edit: I kept clicking around within the Turbotax account and finally the state fee changed from $59 to $0. So incredibly glitchy!
Reply
Last edited by ShannonF4392 March 6, 2023 at 12:35 PM.
Joined Jul 2015
L7: Teacher
> bubble2 2,101 Posts
1,299 Reputation
MtF4392
03-06-2023 at 12:11 PM.
03-06-2023 at 12:11 PM.
Quote from JustAnotherSlob :
I had free, started my return (welcome back) in December, but guess I didn't lock it in. Now that it's done, it wants me to pay $$$.

Pissed...

Actually it's even worse--after clearing some cookies I get the "Get TurboTax® Premier free" offer, but when I click on it and log into my Turbotax account, they want me to pay...

And in the end, I sort of gave up--I used the $5 for Premier and State, downloaded my partial online return, and will finish it on my computer. I hope Congress puts Inuit out of business (no chance that will happen).
This might be too late to help you, but I just created a new account for one of my kids, clicked through Fidelity multiple times because it kept wanting to charge $39, even thought it said free on the initial link. I had to click Upgrade within the TurboTax account to change from Deluxe to Premier. It then switched to free and included free state.
Reply
Joined Dec 2007
L2: Beginner
> bubble2 93 Posts
161 Reputation
dukeboy
03-12-2023 at 02:14 PM.
03-12-2023 at 02:14 PM.
still have a couple of license codes to share. pm me $5 amazon gc for each installation.
2
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Joined May 2005
Slick Dealer
> bubble2 81 Posts
21 Reputation
antcwong
03-18-2023 at 10:37 AM.
03-18-2023 at 10:37 AM.
Does anyone have an extra license to TurboTax Premier to share?
1
Reply
Joined Sep 2010
L3: Novice
> bubble2 217 Posts
40 Reputation
OneBetter
03-18-2023 at 12:24 PM.
03-18-2023 at 12:24 PM.
PM me if you have a code
1
Reply
Joined Sep 2013
New User
> bubble2 2 Posts
10 Reputation
AjitK4812
03-18-2023 at 01:46 PM.
03-18-2023 at 01:46 PM.
Anyone have an extra license for Premier? PM me
1
Reply
Joined Jan 2006
L1: Learner
> bubble2 23 Posts
23 Reputation
sahihe
03-19-2023 at 04:56 AM.
03-19-2023 at 04:56 AM.
PM me if you have a code for premier verion.
1
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Joined Sep 2006
GoNoles!
> bubble2 308 Posts
428 Reputation
Pro
Desi_Chora
03-19-2023 at 01:56 PM.
03-19-2023 at 01:56 PM.
Please PM if you have Premier code to spare for $5 Amazon GC
1
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