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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 Sep 2011
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> bubble2 2,683 Posts
1,020 Reputation
Pro
E4300
01-13-2025 at 07:32 PM.
01-13-2025 at 07:32 PM.
Quote from dukeboy :
did you try this link for download
https://turbotax.intuit.com/perso...-download/
Problem was my adblocking software. $5!

Thanks for the tip.
Reply
Joined Dec 2007
L5: Journeyman
> bubble2 572 Posts
105 Reputation
android
01-13-2025 at 07:34 PM.
01-13-2025 at 07:34 PM.
Finally, as I predicted, on 1/13/25, the offer came, and here it is:

Free Turbotax Online Premium (not very helpful)

and then on the same page:

Order information
Qty 1 ItemAmount
1TURBOTAX DESKTOP PREMIER TAX YEAR 2024 WIN DOWNLOAD WITH STATE
License Code:
$5.00
Subtotal: $5.00


Yay! Took a long time, but the same as last year....
Reply
Joined Nov 2011
L5: Journeyman
> bubble2 811 Posts
231 Reputation
MDJoviFan
01-13-2025 at 07:42 PM.
01-13-2025 at 07:42 PM.
Quote from desi_babu_2010 :
does any one that NOW has the $5 option, check before today and only saw the 25% off?
meaning did it go from 25% off to now $5?

i had 25% off.
still have 25% off.
That's a great question!!! mine showed 30% mid Dec and still showing that today :/
Reply
Joined Sep 2011
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> bubble2 2,683 Posts
1,020 Reputation
Pro
E4300
01-13-2025 at 07:57 PM.
01-13-2025 at 07:57 PM.
Quote from MDJoviFan :
That's a great question!!! mine showed 30% mid Dec and still showing that today :/
The offers do not change. Those scheduled to receive free TT will now have the opportunity to use TT online for free, or download the Premier version for $5. Use the download link and the registration key to install the software. Package is 363MB for Windows.
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Joined Nov 2015
L2: Beginner
> bubble2 665 Posts
38 Reputation
thi3nd1a
01-13-2025 at 07:58 PM.
01-13-2025 at 07:58 PM.
Quote from E4300 :
Problem was my adblocking software. $5!

Thanks for the tip.
thanks, got the free online thing...clicked on the link and showed $5 to buy the download version
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Joined Nov 2011
L5: Journeyman
> bubble2 811 Posts
231 Reputation
MDJoviFan
01-13-2025 at 08:12 PM.
01-13-2025 at 08:12 PM.
Quote from desi_babu_2010 :
does any one that NOW has the $5 option, check before today and only saw the 25% off?
meaning did it go from 25% off to now $5?

i had 25% off.
still have 25% off.
Quote from E4300 :
The offers do not change. Those scheduled to receive free TT will now have the opportunity to use TT online for free, or download the Premier version for $5. Use the download link and the registration key to install the software. Package is 363MB for Windows.
thanks, that's what I was afraid of.... altho I will say I have to 'search' for Turbo tax on fidelity - it has NOT shown up on my portfolio page when I log in...
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Joined Sep 2011
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> bubble2 2,683 Posts
1,020 Reputation
Pro
E4300
01-13-2025 at 08:26 PM.
01-13-2025 at 08:26 PM.
Quote from MDJoviFan :
thanks, that's what I was afraid of.... altho I will say I have to 'search' for Turbo tax on fidelity - it has NOT shown up on my portfolio page when I log in...
In the past, the free offer always show up at the bottom left corner of the portfolio page. TT waited an extra month this year to dole out the free software. Suspect this is by design to force those who must file estimated tax (01/16/25) to fork over $ at regular price.

I used last year TT to calculate 4th quarter est tax.
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Joined Dec 2005
L11: World Champion
> bubble2 691 Posts
54 Reputation
_DonkeyKong_
01-13-2025 at 08:28 PM.
01-13-2025 at 08:28 PM.
Quote from spaceXK :
Fidelity deluxe+state for 49+tax. 53.xx with tax - $20 off. P 33.xx.

Also TurboTax adv gives the state e-file for $20 instead of 25. So 5 off.

Ps: 1099 div & 1099-b can be imported using desktop deluxe. You don't need premier, all forms are same between deluxe and premier.

Good deal, cheaper than Amazon or Costco deal.

Amex offer works with Fidelity link. Just confirmed.
what can premier do that deluxe cant if deluxe cant? are there some other stock things (other forms besides div and b) that deluxe cant do?
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Joined Sep 2011
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> bubble2 2,683 Posts
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Pro
E4300
01-13-2025 at 08:38 PM.
01-13-2025 at 08:38 PM.
Quote from _DonkeyKong_ :
what can premier do that deluxe cant if deluxe cant? are there some other stock things (other forms besides div and b) that deluxe cant do?
Deluxe supports rental income, home sale, stocks, bonds, mutual funds, dividends/qualified dividends, capital loss/capital gain, disaster credit, energy credit, etc.... Premier MAY have better guide to help those small businesses capture more deductions. I have some self-employment income, but virtually no out-of-pocket expenses, so no reason to pay more for Premier.
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Last edited by E4300 January 13, 2025 at 08:43 PM.
Joined Jan 2009
L10: Grand Master
> bubble2 12,339 Posts
2,385 Reputation
teaberry
01-13-2025 at 09:05 PM.
01-13-2025 at 09:05 PM.
If you get the free offer, there's also $5 download version offer...which I got both.
Quote from jmecherul :
no more download version for $5. cheap bastards. i only got 25%. time to hunt for the Amazon deal
Reply
Joined Sep 2011
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> bubble2 2,683 Posts
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Pro
E4300
01-13-2025 at 09:20 PM.
01-13-2025 at 09:20 PM.
Quote from teaberry :
If you get the free offer, there's also $5 download version offer...which I got both.
I also have both. The windows version requires registration key vs. username and PW only for the online version. It may be possible to assign the online version to a different user.
Reply
Joined Jan 2009
L7: Teacher
> bubble2 2,704 Posts
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pakle
01-13-2025 at 10:22 PM.
01-13-2025 at 10:22 PM.
Quote from pakle :
Free TT offer is now live on Fidelity website (under Portfolio Summary) for me. Clicking the link gives a choice of
Online Premium for $0* State included or Premier desktop download is available for $5.


Offer details for Fidelity clients

As a valued client of Fidelity, you're eligible to file your federal and state taxes at no cost using TurboTax Premium Online (click the Get Started button above). If you prefer the desktop product, TurboTax Premier desktop download is available for $5.

Each eligible Fidelity client may file one federal and one state return with this offer; limit one desktop download product per client. TurboTax Live products not included. Optional services/upgrades are available within TurboTax at a cost to Fidelity clients.
I just locked in the $0 price in the online Premium version & got the receipt, in case they mess it up later. Recommend those who plan to use online do it too.
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Joined Jul 2006
L9: Master
> bubble2 4,490 Posts
548 Reputation
Commentary
01-13-2025 at 10:29 PM.
01-13-2025 at 10:29 PM.
Quote from bad.nerd :
Free Premium, or $5 download just appeared for me on the Portfolio page
I only see the online version, no option for the $5 download. Can you tell me if your banner shows the $5 download option or if there is a second screen with the $5 offer?
Reply
Joined Jan 2009
L7: Teacher
> bubble2 2,704 Posts
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pakle
01-13-2025 at 10:33 PM.
01-13-2025 at 10:33 PM.
Quote from Commentary :
I only see the online version, no option for the $5 download. Can you tell me if your banner shows the $5 download option or if there is a second screen with the $5 offer?
From Fidelity, Click on Get started now which brings you to the TT page and you'll see

Offer details for Fidelity clients

As a valued client of Fidelity, you're eligible to file your federal and state taxes at no cost using TurboTax Premium Online (click the Get Started button above). If you prefer the desktop product, TurboTax Premier desktop download is available for $5.

Each eligible Fidelity client may file one federal and one state return with this offer; limit one desktop download product per client. TurboTax Live products not included. Optional services/upgrades are available within TurboTax at a cost to Fidelity clients.
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Joined Jul 2006
L9: Master
> bubble2 4,490 Posts
548 Reputation
Commentary
01-13-2025 at 10:37 PM.
01-13-2025 at 10:37 PM.
Quote from pakle :
From Fidelity, Click on Get started now which brings you to the TT page and you'll see

Offer details for Fidelity clients

As a valued client of Fidelity, you're eligible to file your federal and state taxes at no cost using TurboTax Premium Online (click the Get Started button above). If you prefer the desktop product, TurboTax Premier desktop download is available for $5.

Each eligible Fidelity client may file one federal and one state return with this offer; limit one desktop download product per client. TurboTax Live products not included. Optional services/upgrades are available within TurboTax at a cost to Fidelity clients.
Thanks - that was the step I was missing.

In the past, one was able to make multiple download purchases. I guess that option is no longer available.
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