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
Follow the instructions to redeem at Intuit's TurboTax website
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
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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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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Did you try the link after logging onto your Fidelity account? The link gave me a 401 error when I tried it before logging onto my Fidelity account but after I logged on then it worked.
Do you not see the offer in your Fidelity account, without manually going to that link?
Do you not see the offer in your Fidelity account, without manually going to that link?
No, I didn't have the offer on my Fidelity Accounts Summary page. I checked multiple times over the month or so. After someone reported that the link worked for them to get TurboTax Premier for $5, I tried it and got the 401 error and then I logged onto my Fidelity account and tried it again and it worked.
On an unrelated note, I could have sworn there was a new discussion started about this in December 2023 but I can't find it anymore. This thread is the one that was started in December 2022. I thought maybe they merged them but that's not the case.
Dont see offer in account, searching for turbotax or going to tax forms only brings up 20% discount. Calling the private client group is useless, they say to login to check what the discount is and that's the only offer, and don't know why it is only 20% now and used to be free in prior years.
Even the dedicated Fidelity Financial Advisor was useless on this, weird. Not a big deal for a ~$35 product at Costco but still strange.
Dont see offer in account, searching for turbotax or going to tax forms only brings up 20% discount. Calling the private client group is useless, they say to login to check what the discount is and that's the only offer, and don't know why it is only 20% now and used to be free in prior years.
Even the dedicated Fidelity Financial Advisor was useless on this, weird. Not a big deal for a ~$35 product at Costco but still strange.
I didn't see the offer in my account either. After logging onto my Fidelity account, I clicked the following link and got the free TurboTax online offer and $5 TurboTax Premier CD/Download offer.
No, I didn't have the offer on my Fidelity Accounts Summary page. I checked multiple times over the month or so. After someone reported that the link worked for them to get TurboTax Premier for $5, I tried it and got the 401 error and then I logged onto my Fidelity account and tried it again and it worked.
On an unrelated note, I could have sworn there was a new discussion started about this in December 2023 but I can't find it anymore. This thread is the one that was started in December 2022. I thought maybe they merged them but that's not the case.
Hi The thread in question was taken down due to a legal request about a compliance issue.
For some very sensitive threads even just adding an image or some wording can put us in violation.
Dont see offer in account, searching for turbotax or going to tax forms only brings up 20% discount. Calling the private client group is useless, they say to login to check what the discount is and that's the only offer, and don't know why it is only 20% now and used to be free in prior years.
Even the dedicated Fidelity Financial Advisor was useless on this, weird. Not a big deal for a ~$35 product at Costco but still strange.
Just came across this thread, logged into my Fidelity account and there was the offer on my Portfolio Summary page, sweet! Clicked through and downloaded for $5, thanks so much
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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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On an unrelated note, I could have sworn there was a new discussion started about this in December 2023 but I can't find it anymore. This thread is the one that was started in December 2022. I thought maybe they merged them but that's not the case.
Even the dedicated Fidelity Financial Advisor was useless on this, weird. Not a big deal for a ~$35 product at Costco but still strange.
Even the dedicated Fidelity Financial Advisor was useless on this, weird. Not a big deal for a ~$35 product at Costco but still strange.
https://tps.fidelity.co
If you don't log onto Fidelity first then you'll get a 401 error after clicking the above link. It's not working for everyone but it worked for me.
On an unrelated note, I could have sworn there was a new discussion started about this in December 2023 but I can't find it anymore. This thread is the one that was started in December 2022. I thought maybe they merged them but that's not the case.
For some very sensitive threads even just adding an image or some wording can put us in violation.
Sign up for a Slickdeals account to remove this ad.
Even the dedicated Fidelity Financial Advisor was useless on this, weird. Not a big deal for a ~$35 product at Costco but still strange.
Only free for certain fidelity customers
https://digital.fidelit
if you don't see the offer in this summary page, you don't have the offer.
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