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Select Fidelity Customers: TurboTax Premier Online Tax Service

Free
+159 Deal Score
388,721 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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Score +159
388,721 Views
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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 2021
L2: Beginner
> bubble2 65 Posts
18 Reputation
Tamilian
12-26-2023 at 05:25 PM.
12-26-2023 at 05:25 PM.
Quote from pakle :
I've been getting that too since the first or second day this was posted. It was posted previously that Fidelity is aware of this. Probably not going to be fixed until after the holidays. It showed $0 last year and prior so just have to wait for them to fix it.
Yes, it did work. I used the downloaded version though, since I don't like to give them my personal details to store in their servers. I guess it is worth the $5 for the peace of mind.

For the same reason, I also directly go to their website from the browser instead of clicking links from here. This is true for any financial web sites.
Reply
Last edited by Tamilian December 26, 2023 at 05:28 PM.
Joined Jun 2008
L6: Expert
> bubble2 1,520 Posts
672 Reputation
modaho
12-31-2023 at 09:41 PM.
12-31-2023 at 09:41 PM.
I almost forgot about this offer. Reps, OP.
Reply
Joined May 2007
L4: Apprentice
> bubble2 357 Posts
30 Reputation
wpmmhe
01-03-2024 at 10:06 AM.
01-03-2024 at 10:06 AM.
I saw this offer around Dec 20 on my Fidelity home page, but did not take it as I'd like to install it onto my new PC. But after New Year, I login to Fidelity, and can't find it any more. Did it expire?
Reply
Joined Jan 2013
L6: Expert
> bubble2 1,705 Posts
2,814 Reputation
MichaelIv
01-08-2024 at 10:00 AM.
01-08-2024 at 10:00 AM.
Dead ? I don't even see "Beta View" on my account.
Reply
Joined Jan 2006
L6: Expert
> bubble2 1,446 Posts
327 Reputation
whodiini
01-08-2024 at 10:15 AM.
01-08-2024 at 10:15 AM.
I see no beta view button!
Reply
Joined Apr 2020
New User
> bubble2 13 Posts
MrWilcox
01-11-2024 at 09:29 AM.
01-11-2024 at 09:29 AM.
its back Smilie


You're eligible for an exclusive TurboTax® offer!
You qualify for this year's free TurboTax program offered to select Fidelity customers. You'll see the link here by the end of January.

Check back soon
1
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,215 Posts
854 Reputation
MisterBill
01-20-2024 at 07:14 PM.
01-20-2024 at 07:14 PM.
Quote from whodiini :
I see no beta view button!
There is no beta view this year.
Reply

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Joined Nov 2004
L6: Expert
> bubble2 1,595 Posts
147 Reputation
susieling
01-22-2024 at 10:31 AM.
01-22-2024 at 10:31 AM.
Quote from MrWilcox :
its back


You're eligible for an exclusive TurboTax® offer!
You qualify for this year's free TurboTax program offered to select Fidelity customers. You'll see the link here by the end of January.

Check back soon
where on the fidelity page do you see this? still in the summary page?
Reply
Joined Oct 2022
New User
> bubble2 3 Posts
10 Reputation
Anatomist2
01-22-2024 at 03:05 PM.
01-22-2024 at 03:05 PM.
There is no Beta View. I contacted Fidelity Customer Support and received confirmation.

Me: There is no Beta View anymore? since when did that change?
Fidelity Rep: Few months ago when the Beta Version became live
Me: Thank you. I have to report this information that there is no Beta View available and the offer publication on that website is not accurate. However, several people reported that offer was accurate and they used it today also. I hope you are correct.

However, the link provided by OP and Beowulf in their comments worked. I got TT Premier for $5.
Reply
Joined Oct 2022
New User
> bubble2 3 Posts
10 Reputation
Anatomist2
01-22-2024 at 03:06 PM.
01-22-2024 at 03:06 PM.
Quote from MichaelIv :
Dead ? I don't even see "Beta View" on my account.
There is no Beta View anymore. Use the link provided in other comments.
Reply
Joined Oct 2022
New User
> bubble2 3 Posts
10 Reputation
Anatomist2
01-22-2024 at 03:07 PM.
01-22-2024 at 03:07 PM.
Quote from MisterBill :
There is no beta view this year.
There is no Beta View anymore. Use the link provided in other comments.
Reply
Joined Nov 2007
L2: Beginner
> bubble2 65 Posts
21 Reputation
osme02
01-22-2024 at 05:28 PM.
01-22-2024 at 05:28 PM.
If anyone has a spare code they are not using Im happy to say thank you with an Amazon GC.
Reply
Joined Jan 2013
L6: Expert
> bubble2 1,705 Posts
2,814 Reputation
MichaelIv
01-22-2024 at 05:48 PM.
01-22-2024 at 05:48 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/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'm getting "{"code":403,"message":"Not Authorized"}"

Did u do anything else other than logging into Fidelity and putting the URL in the browser bar ?
Reply
Joined Jan 2013
L6: Expert
> bubble2 1,705 Posts
2,814 Reputation
MichaelIv
01-22-2024 at 05:49 PM.
01-22-2024 at 05:49 PM.
Quote from Anatomist2 :
There is no Beta View anymore. Use the link provided in other comments.
Thx, but getting "{"code":403,"message":"Not Authorized"}" Did it work for you recently ?
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Joined Aug 2011
L4: Apprentice
> bubble2 341 Posts
43 Reputation
java568
01-22-2024 at 09:03 PM.
01-22-2024 at 09:03 PM.
Bummer, used to have this offer in December and now I only have 20%. Should have jumped on it.
Reply
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