Slickdeals is community-supported. We may get paid by brands for deals, including promoted items.

Slickdeals Forums Hot Deals FREE Select Fidelity Customers: TurboTax Premier Online Tax Service

Forum Thread

FREE Select Fidelity Customers: TurboTax Premier Online Tax Service

+41 Deal Score

124,987 Views 355 Comments

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

FREE Select Fidelity Customers: TurboTax Premier Online Tax Service

Apply Now

Add Comment

Created 12-17-2024 at 12:22 PM by SFNYC

in Tax Services (9) Fidelity

If you purchase something through a post on our site, Slickdeals may get a small share of the sale.

Deal
Score +41

124,987 Views

355 Comments

Apply Now

These responses are not provided or commissioned by the bank advertiser. Responses have not been reviewed, approved or otherwise endorsed by the bank advertiser. It is not the bank advertiser's responsibility to ensure all posts and/or questions are answered. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, airline or hotel chain, and have not been reviewed, approved or otherwise endorsed by any of these entities.

355 Comments

View Forum Thread

Your comment cannot be blank.

gk6740

Joined Nov 2017

L5: Journeyman

900 Posts

66 Reputation

gk6740

12-28-2024 at 01:51 PM.

I just want to download the software. Why does TT make that so damn difficult?

drawz

Joined Aug 2011

L6: Expert

1,531 Posts

346 Reputation

drawz

12-28-2024 at 03:31 PM.

Quote from Robls

According to the two people I talked to on 12/27/24, you must have $500k in assets and make 72 trades or more during the year.

Check out the thread on bogleheads forum and you'll see that for every proposed criteria, there is someone that met them but did not get the offer. And Fidelity doesn't say.

slayone

Joined Apr 2011

L4: Apprentice

375 Posts

90 Reputation

slayone

12-28-2024 at 06:37 PM.

Can I stack the Amex $20 offer with the Fidelity 25% discount?

Butters_St0tch

Joined Jul 2014

L5: Journeyman

547 Posts

78 Reputation

Butters_St0tch

12-29-2024 at 10:56 AM.

I spoke with fidelity and they said you've to have an advisor to qualify for this offer!

ElatedCrib8381

Joined Oct 2019

L3: Novice

125 Posts

95 Reputation

ElatedCrib8381

12-29-2024 at 11:31 AM.

Quote from gk6740

I just want to download the software. Why does TT make that so damn difficult?

Probably because Turbotax online is a lot more profitable for Intuit?

You may try direct link https://turbotax.intuit.com/perso...-download; after redirected from Fidelity but before signing into your Turbotax account. It works for the mere 25% discount for me at the moment but hoping for a better deal from Fidelity...

gromit45

Joined Nov 2009

L4: Apprentice

322 Posts

42 Reputation

gromit45

12-29-2024 at 01:46 PM.

Does the Fidelity free TT Premier include the state download or would I still need to pay for that myself?

makabe

Joined Nov 2016

L1: Learner

20 Posts

14 Reputation

makabe

12-29-2024 at 03:37 PM.

I've been getting the offer for many years, and It's not on my summary page this year either. I wrote to my PCG advisor. Will report back if it shows up.

FarmerPeter

Joined Feb 2019

L4: Apprentice

305 Posts

42 Reputation

FarmerPeter

12-29-2024 at 06:45 PM.

I've got a ton of money invested at Fidelity, a lot in retirement and even more in a brokerage. No deal. I don't make many trades though. Very few. I could never do the online though, as I need to file multiple returns for people. If the $5 download fixes that, than I'd go that route, but I am not going to trade a ton to save $60-80

DogAndPony

Joined Sep 2008

L10: Grand Master

7,483 Posts

719 Reputation

DogAndPony

12-29-2024 at 07:59 PM.

30% off. Beh.

dealkk

Joined Aug 2004

L5: Journeyman

839 Posts

34 Reputation

dealkk

12-29-2024 at 10:08 PM.

Anyone curious if it if stack with amex 20 off 50, answer is yes. I purchase home and business for $90 and got email from amex say i have used offer. come out better than Amazon deal

Robls

Joined Dec 2010

L1: Learner

20 Posts

14 Reputation

Robls

12-30-2024 at 05:07 AM.

Just have to be patient. Fidelity said mid-January.

jjj444yes

Joined Jan 2004

L8: Grand Teacher

3,587 Posts

983 Reputation

jjj444yes

12-30-2024 at 11:03 AM.

Quote from FarmerPeter

I am in a similar situation. Not having an advisor on any investment accounts has saved me hundreds of thousands. So I'm okay paying $70 a year to not get turbotax for "free"

matrix5k

Joined Dec 2010

L6: Expert

1,668 Posts

112 Reputation

matrix5k

12-30-2024 at 11:35 AM.

Quote from E4300

I received this offer in Dec or Jan every year. Also got a Xmas greeting from Abigail Johnson. A first in 34 years. We may be in for a decade of no return in the SP500. Still see strong inflation but Fed is pushing for rate cut this week.

How can you possibly predict an entire decade for the S&P?

makabe

Joined Nov 2016

L1: Learner

20 Posts

14 Reputation

makabe

12-30-2024 at 09:30 PM.

Quote from makabe

I've been getting the offer for many years, and It's not on my summary page this year either. I wrote to my PCG advisor. Will report back if it shows up.

PCG Advisor said 25% off--meh. Will wait til late January to see if Free shows up then decide what to do if it doesn't. Not gonna kill me to spring for deluxe download, but it's an irritation.