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

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FREE Select Fidelity Customers: TurboTax Premier Online Tax Service

+41 Deal Score

125,324 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

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

in Tax Services (9) Fidelity

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Deal
Score +41

125,324 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.

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jc4jax

Joined Aug 2007

L6: Expert

1,336 Posts

1,935 Reputation

jc4jax

01-01-2025 at 07:32 AM.

Think you need to be a private client group member and have 1M+ in assets at Fidelity to qualify now for it.

zzyzzx

Joined Sep 2009

L10: Grand Master

7,070 Posts

634 Reputation

zzyzzx

01-02-2025 at 05:13 AM.

Quote from _Rajesh_

Sounds like this year the criteria is 500K assets

And in a taxable account. If all your stuff is in IRA's or 401K's no deal.

pakle

Joined Jan 2009

L7: Teacher

2,705 Posts

2,965 Reputation

pakle

01-02-2025 at 10:55 PM.

Quote from pakle

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.

The free offer is now on the Portfolio Summary page for me. Wasn't there before for me and I had to see it at

Code:

https://www.fidelity.com/accounts-trade/turbotax-discount

and I see the free offer there as well.

Last edited by pakle January 2, 2025 at 11:00 PM.

626OG

Joined Apr 2008

Veni, Vidi, Vici

2,127 Posts

585 Reputation

626OG

01-03-2025 at 06:39 AM.

Any advantages over FreeTaxUSA.com?

mland0821

Joined Apr 2009

L6: Expert

1,260 Posts

117 Reputation

mland0821

01-03-2025 at 11:18 AM.

Quote from makabe

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.

Agreed-I only got 25% off as well!

optimize

Joined Aug 2009

L5: Journeyman

634 Posts

52 Reputation

optimize

01-03-2025 at 12:42 PM.

Quote from pakle

I never found it on the Portfolio Summary page as in years past.
I found it at
https://www.fidelity.com/accounts...x-discount [fidelity.com]
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.

Thanks for the link. Unfortunately, I see only 30% off:

You're eligible for an exclusive TurboTax® offer!
You qualify for an exclusive offer of 30% off TurboTax federal products, plus a consultation session with tax experts at no additional cost. You'll see the link here by mid-January.
Check back soon

android

Joined Dec 2007

L5: Journeyman

572 Posts

105 Reputation

android

01-03-2025 at 12:48 PM.

my advisor said the free deal is not this year, only 25%, which is worthless!

GeorgeC9295

Joined Nov 2017

New User

9 Posts

10 Reputation

GeorgeC9295

01-03-2025 at 02:35 PM.

For those who got it, what version did you get? I finally got the offer, but I won't know what it is until mid-January. I normally use Turbotax Premium, and I need to know if I should buy it while I'm in a location w/ low sales tax or not.

GeorgeC9295

Joined Nov 2017

New User

9 Posts

10 Reputation

GeorgeC9295

01-03-2025 at 02:45 PM.

Quote from GeorgeC9295

Also, does anyone know if the Turbotax Online Premium allows users to generate pdf copies that can be mailed in? I normally need to supply additional forms (i.e., 8886 and 8283) so I normally need to mail in my return.

jschuman01

Joined May 2016

Fatwallet

616 Posts

125 Reputation

jschuman01

01-04-2025 at 07:05 AM.

Never mind

drawz

Joined Aug 2011

L6: Expert

1,533 Posts

346 Reputation

drawz

01-04-2025 at 08:22 PM.

Quote from 626OG

Any advantages over FreeTaxUSA.com?

IMO - the only advantage of TT over FTUSA is importing 1099s from brokerage accounts.

Lenon

Joined Jan 2014

New User

5 Posts

10 Reputation

Lenon

01-05-2025 at 05:56 AM.

Anyone has a premium code that want to share?

mohanlal2000

Joined Aug 2008

L2: Beginner

25 Posts

10 Reputation

mohanlal2000

01-05-2025 at 08:12 AM.

If anyone has an extra code for Premier, please PM me. Will trade for it. Thanks.

DelightfulNose8839

Joined Apr 2018

L3: Novice

259 Posts

66 Reputation

DelightfulNose8839

01-05-2025 at 11:54 AM.

Quote from android

my advisor said the free deal is not this year, only 25%, which is worthless!

25% off deal gets you Deluxe download for $52.50 which you can stack with a $20 credit card cash back, so $32.50 plus tax on $52.50, etc....Amazon Is currently $48 and has been as low as $38. So not worthless unless you don't have the credit card cash back to stack.

And you don't need a Fidelity account to get the 25%. Just go to
https://www.fidelity.com/go/marketplace/overview

So you are valued by Fidelity just like anyone without an account.that can find the referral link.

huaqiangbei

Joined Jul 2014

L12: Slothman

1,311 Posts

381 Reputation

huaqiangbei

01-05-2025 at 12:08 PM.

Been checking over the past couple weeks and I see the deal appeared in my account this week. The URL contains TurbotaxfreeComingSoonHNWPS if that gives some indication for who's eligible

Quote :

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 mid-January.

Check back soon