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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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Score +159
388,805 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 2,421 Posts
3,257 Reputation
3c3
02-02-2024 at 10:44 AM.
02-02-2024 at 10:44 AM.
Quote from Sam K :
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?
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Joined May 2007
L4: Apprentice
> bubble2 1,501 Posts
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Pro
Sam K
02-02-2024 at 11:00 AM.
02-02-2024 at 11:00 AM.
Quote from 3c3 :
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.
Reply
Last edited by Sam K February 2, 2024 at 11:49 AM.
Joined Nov 2012
L7: Teacher
> bubble2 2,421 Posts
3,257 Reputation
3c3
02-02-2024 at 11:11 AM.
02-02-2024 at 11:11 AM.
Quote from Sam K :
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.
That thread was deleted because of discussions about hacking.
Reply
Joined Mar 2016
L7: Teacher
> bubble2 2,708 Posts
426 Reputation
webdoctors
02-02-2024 at 11:12 AM.
02-02-2024 at 11:12 AM.
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.
Reply
Joined May 2007
L4: Apprentice
> bubble2 1,501 Posts
678 Reputation
Pro
Sam K
02-02-2024 at 12:16 PM.
02-02-2024 at 12:16 PM.
Quote from 3c3 :
That thread was deleted because of discussions about hacking.
So a few people ruined it and then the admins deleted it.
Reply
Joined May 2007
L4: Apprentice
> bubble2 1,501 Posts
678 Reputation
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Sam K
02-02-2024 at 12:25 PM.
02-02-2024 at 12:25 PM.
Quote from webdoctors :
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.

https://tps.fidelity.com/tps-api/...tCode=oltx

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.
Reply
Joined Dec 2004
L10: Grand Master
> bubble2 70,217 Posts
5,359 Reputation
Schooby
02-02-2024 at 12:30 PM.
02-02-2024 at 12:30 PM.
Quote from Sam K :
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.
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Joined Sep 2003
Worlds Most Modest Man
> bubble2 18,980 Posts
3,113 Reputation
beowulf7
02-02-2024 at 01:04 PM.
02-02-2024 at 01:04 PM.
^ I guess someone from Fidelity is reading these threads on SD. EEK!
Reply
Joined Dec 2007
L2: Beginner
> bubble2 93 Posts
161 Reputation
dukeboy
02-02-2024 at 01:07 PM.
02-02-2024 at 01:07 PM.
Quote from beowulf7 :
^ I guess someone from Fidelity is reading these threads on SD. EEK!
better discuss this in the HR block thread Smilie
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Joined Dec 2007
L2: Beginner
> bubble2 93 Posts
161 Reputation
dukeboy
02-06-2024 at 05:23 PM.
02-06-2024 at 05:23 PM.
for those with this free offer, but when you click it, it becomes 20% off. try it again, it works for me now.
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Joined Dec 2009
L6: Expert
> bubble2 1,281 Posts
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NickelAndDime007
02-06-2024 at 05:34 PM.
02-06-2024 at 05:34 PM.
Quote from webdoctors :
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.

Only free for certain fidelity customers
Reply
Joined May 2021
L2: Beginner
> bubble2 98 Posts
38 Reputation
rndman
02-10-2024 at 05:33 AM.
02-10-2024 at 05:33 AM.
I don't even see that Beta view toggle switch. Does this mean it is already in beta view?
Reply
Joined Dec 2007
L2: Beginner
> bubble2 93 Posts
161 Reputation
dukeboy
02-10-2024 at 06:45 AM.
02-10-2024 at 06:45 AM.
Quote from rndman :
I don't even see that Beta view toggle switch. Does this mean it is already in beta view?
beta view is last year.
https://digital.fidelity.com/ftgw...io/summary

if you don't see the offer in this summary page, you don't have the offer.
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Joined Dec 2009
L2: Beginner
> bubble2 39 Posts
27 Reputation
Catul
02-18-2024 at 06:51 AM.
02-18-2024 at 06:51 AM.
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 Smilie
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Joined Apr 2013
L3: Novice
> bubble2 237 Posts
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rd128
02-18-2024 at 06:57 AM.
02-18-2024 at 06:57 AM.
Looking for premier license. Can trade agc
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