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

125,289 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

125,289 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.

quartzite

Joined Jan 2009

L3: Novice

155 Posts

174 Reputation

Pro

quartzite

01-15-2025 at 08:53 PM.

I like that IRS has introduced Direct E-File https://directfile.irs.gov/ They have expanded it this year. Last year it was available in limited states, but I think now all states are supported. However, it only supports fairly simple returns.

I'm probably just going to buy TurboTax again because that is what I am used to, and I have a somewhat complicated return, but I have two kids filing taxes for the first time this year. I may suggest them to try out the IRS direct file.

I don't want them to get hooked on TurboTax and be paying Intuit every year just to file taxes.

budster

Joined Jul 2006

L9: Master

4,026 Posts

808 Reputation

budster

01-16-2025 at 02:27 AM.

Can anyone confirm if the Turbotax state e-file fee is really $25 now? I thought the fee would be $20 before March 1, and starting on March 1, it would increase to $25. This is how it worked in past years, but I'm seeing a lot of references to a $25 state e-file fee in this thread.

drawz

Joined Aug 2011

L6: Expert

1,532 Posts

346 Reputation

drawz

01-16-2025 at 04:36 AM.

Quote from budster

Go here and click where it says state efile sold separately.

https://turbotax.intuit.com/perso...-download/

Quote :

One state download included with TurboTax Desktop Deluxe, Premier, and Home & Business
Print for free or e-file for an additional $25 per state return.*

GregF8967

Joined Dec 2012

L5: Journeyman

525 Posts

46 Reputation

GregF8967

01-16-2025 at 05:12 AM.

When I click on the link, I don't not qualify for the free, but do get 30% off. How do you actually get the downloaded version. I only see the online version. Thank you and sorry if repeat question.

exm

Joined Oct 2006

L6: Expert

1,482 Posts

exm

01-16-2025 at 06:43 AM.

Quote from E4300

Deluxe also import those items. Unfortunately, auto import does not ensure maximum tax savings. For example, the interest earned by FDLXX or TLT is almost entirely excluded from state income tax, but one must manually input the tax exemption portion into the program.

Do you have some other examples? It seems to me that DeLuxe imports the information, but then needs manual work? I wasn't aware of this.

GottaLoveIttt

Joined Sep 2013

L3: Novice

178 Posts

95 Reputation

GottaLoveIttt

01-16-2025 at 07:42 AM.

I am also interested in TT Premier desktop version. I will trade AGC or other GCs. PM me. Thanks!

E4300

Joined Sep 2011

2,684 Posts

1,020 Reputation

Pro

E4300

01-16-2025 at 07:44 AM.

Quote from exm

Do you have some other examples? It seems to me that DeLuxe imports the information, but then needs manual work? I wasn't aware of this.

Brokerage firms usually report stock transactions as first-in-first out. This may result in wash sale trades. I always manually check, then input all data.

Diz

Joined Jan 2008

L5: Journeyman

726 Posts

115 Reputation

Diz

01-16-2025 at 07:47 AM.

Quote from whodiini

Why dont you wait a few days (3?) and get it from Costco/Amazon? With the 25% off option which is what most people qualify for, the premier version is $78. You might get $20 off from Chase or Amex, or you might not, so the best possible price is $58 or likely price is $78. (Requirement for $20 off is to use affiliate link which negates the 25% off from Fidelity. So the $20 may or may not work).

With the Costco/Amazon deal coming up, it will be $68 from them, no hassle. Costco in addition, has a $10 credit from Turbotax, so if you use it, it will be $58, guaranteed, no hassle price.. The Costco price will start in a few days, so unless you need it now and cannot wait 3 days, it will be far easier and safer to get it from Costco,. Amazon usually price matches Costco at the sale date,

I'll be waiting until March to file and will keep tabs on the options. I meant to come across more as a worst-case scenario and that there's zero chance I'll use the online version of TT, or any other website or an "accountant." It's TT desktop downloadable for me.

drawz

Joined Aug 2011

L6: Expert

1,532 Posts

346 Reputation

drawz

01-16-2025 at 07:49 AM.

Quote from exm

Do you have some other examples? It seems to me that DeLuxe imports the information, but then needs manual work? I wasn't aware of this.

It works exactly the same. There isn't much manual work to be done, except for the possibility of some bonds that are state tax exempt. Premiere and deluxe both handle this scenario equally poorly.

budster

Joined Jul 2006

L9: Master

4,026 Posts

808 Reputation

budster

01-16-2025 at 09:39 AM.

Quote from drawz

Go here and click where it says state efile sold separately.

https://turbotax.intuit.com/perso...-download/

I know the page at https://turbotax.intuit.com/desktop-pricing/ says the state e-file fee is $25. But I'm wondering if this is really the current price or the price if filing on March 1 or later. In past years, the state e-file fee was $20 if a return was filed before March 1 and $25 on March 1 or later. I'm not clear if Intuit has increased the fee this year.

So if the current fee is really $25 now, then this might mean that they may increase the fee to $30 on March 1.

huaqiangbei

Joined Jul 2014

L12: Slothman

1,311 Posts

381 Reputation

huaqiangbei

01-16-2025 at 09:52 AM.

Deal is live, got web premier for $0 and desktop premier for $5.

drawz

Joined Aug 2011

L6: Expert

1,532 Posts

346 Reputation

drawz

01-16-2025 at 10:19 AM.

Quote from budster

Why wouldn't you believe the website? Has TurboTax ever listed one price and charged less for anything? It doesn't say anything about increasing the price, so I assume it will stay the same. I personally haven't seen them change the state e-file fee for the download version in the past (only online overall charges, which they usually point out clearly to entice you to hurry up), but I also never pay the state e-file fee and I'm also always doing my taxes after 3/1, so I'm not the best to ask.

toothandnail

Joined May 2008

L3: Novice

216 Posts

47 Reputation

toothandnail

01-16-2025 at 11:51 AM.

I never get this offer and I've had a large Fidelity account for years (use it for both 401k + individual). I'll keep looking but if nothing comes up Chase $20 + Fidelity 30% off may be the best option.

exm

Joined Oct 2006

L6: Expert

1,482 Posts

exm

01-16-2025 at 11:57 AM.

Quote from toothandnail

The amount doesn't matter; it's how many trades you execute. I believe it's 100 trades/year or so?

drawz

Joined Aug 2011

L6: Expert

1,532 Posts

346 Reputation

drawz

01-16-2025 at 11:58 AM.

Quote from exm

The amount doesn't matter; it's how many trades you execute. I believe it's 100 trades/year or so?

Nobody has been able to pin down any specific criteria. See Bogleheads thread where every proposed criteria gets disproven by someone who fits them but didn't get the offer. Fidelity doesn't say and the advisors don't really know (even if they do suggest something).