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FREE Select Fidelity Customers: TurboTax Premier Online Tax Service

+41 Deal Score
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Only Select Fidelity Customers are Eligible for this promotion

Look Under Portfolio Summary Page
Bottom left is this message:

Get TurboTax® Online Premium free
Receive a free federal and state tax return
TurboTax® will automatically import your Fidelity account info
Get your refund quickly by direct depositing into your Fidelity account

click on link to either get online free or $5 for desktop version (can install on up to 5 computers)

https://digital.fidelity.com/ftgw...io/summary
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Created 12-17-2024 at 12:22 PM by SFNYC
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Joined Jan 2014
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> bubble2 276 Posts
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IvanI8853
12-17-2024 at 12:32 PM.
12-17-2024 at 12:32 PM.
Bummer, I didn't get it this year. I think the last year I got the freebie was in 2022.
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Joined Aug 2009
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> bubble2 5,335 Posts
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Undisclosed
12-17-2024 at 12:57 PM.
12-17-2024 at 12:57 PM.
Glad I waited and didn't take advantage of the recent Amazon offer as one of my family members got the Fidelity offer for free, it is their first time, not sure what triggered it as they don't trade much but recently had a decent amount of in assets at Fidelity.

Debating if I should take advantage of the usual Amazon offer this year since I may be able to do my taxes on my family member's computer if they are able to get the desktop version.
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Last edited by Undisclosed December 17, 2024 at 02:53 PM.
Joined Dec 2008
L7: Teacher
> bubble2 2,714 Posts
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OregonDealz
12-17-2024 at 01:07 PM.
12-17-2024 at 01:07 PM.
Quote from Undisclosed :

Debating if I should take advantage of the usual Amazon offer this year since I may be able to do my taxes on my family member's computer if they are able to get the desktop version.


i never seem to qualify for this, i did the amazon deal, unsure if you can prepare other family members taxes (parents) with online version anyway.
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Last edited by OregonDealz December 18, 2024 at 10:13 AM.
Joined Feb 2023
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slickstocks
12-17-2024 at 01:20 PM.
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Joined Dec 2008
L10: Grand Master
> bubble2 12,218 Posts
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tennis8363
12-17-2024 at 01:24 PM.
12-17-2024 at 01:24 PM.
Save 25% on TurboTax®
Have a TurboTax expert do your taxes for you from start to finish, file with expert help, or file on your own – save 25% however you choose to file.
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Joined Jan 2009
L7: Teacher
> bubble2 2,670 Posts
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pakle
12-17-2024 at 01:25 PM.

Our community has rated this post as helpful. If you agree, why not thank pakle

12-17-2024 at 01:25 PM.
I never found it on the Portfolio Summary page as in years past.
I found it at
https://www.fidelity.com/accounts...x-discount
You're eligible for an exclusive TurboTax® offer!
As a select Fidelity customer, you qualify to file for free with TurboTax Online Premium.* You'll see the link here mid-January.

Check back soon

* This qualifies you for one free federal and one free state tax return using TurboTax Online Premium.
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Joined Dec 2007
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> bubble2 543 Posts
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android
12-17-2024 at 01:59 PM.
12-17-2024 at 01:59 PM.
BTW, this won't show up on anyone's page until early January, if at all.
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Joined Aug 2008
L6: Expert
> bubble2 1,433 Posts
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jmecherul
12-18-2024 at 06:26 PM.
12-18-2024 at 06:26 PM.
no more download version for $5. cheap bastards. i only got 25%. time to hunt for the Amazon deal
1
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Joined Nov 2011
L5: Journeyman
> bubble2 810 Posts
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MDJoviFan
12-18-2024 at 06:29 PM.
12-18-2024 at 06:29 PM.
following....
1
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Joined Dec 2007
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> bubble2 543 Posts
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android
12-18-2024 at 07:00 PM.
12-18-2024 at 07:00 PM.
Quote from jmecherul :
no more download version for $5. cheap bastards. i only got 25%. time to hunt for the Amazon deal
Just be patient. Hasn't shown up before January for the last few years.
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Joined Feb 2005
L4: Apprentice
> bubble2 384 Posts
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gangan
12-19-2024 at 03:15 PM.
12-19-2024 at 03:15 PM.
I see only 25%. I think that is for only online version, not for download desktop option, right? It's not clear to me.
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Joined Apr 2017
L5: Journeyman
> bubble2 973 Posts
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publicpersona
12-20-2024 at 08:16 AM.
12-20-2024 at 08:16 AM.
Quote from android :
BTW, this won't show up on anyone's page until early January, if at all.
False. Every year since at least 2017, it has appeared around mid-December. With the exception of last year, when it appeared Monday December 11, it has always been the Thursday closest to December 15th.

It appears that for 2024, they neutered the deal considerably. As far as we know, no one has received the offer to download the Premier desktop version, and the deal is now likely online only, available in January.

The discount of 25% or 30% off is a red herring. That discount is universally available, and has no value since the discounted price is more than street price.
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Last edited by publicpersona December 20, 2024 at 08:19 AM.
Joined Oct 2019
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> bubble2 124 Posts
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ElatedCrib8381
12-20-2024 at 02:41 PM.
12-20-2024 at 02:41 PM.
Still waiting/hoping for the free Online TurboTax Premium / $5 download deal as in past years. If Fidelity really goes cheap and only offers 25/30% off, selected Chase credit cards have $5/$20 cash back that may help ease the sting. (YMMV)
Freedom: Earn $5 on your TurboTax purchase, when you spend $25 or more.
Sapphire: Earn $20 on your TurboTax purchase, when you spend $39 or more.
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