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

FREE Select Fidelity Customers: TurboTax Premier Online Tax Service

+41 Deal Score
124,987 Views
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
Add Comment
Created 12-17-2024 at 12:22 PM by SFNYC
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
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

Your comment cannot be blank.

Sign up for a Slickdeals account to remove this ad.

Joined Jul 2011
L10: Grand Master
> bubble2 15,554 Posts
2,171 Reputation
Pro
desi_babu_2010
01-21-2025 at 07:03 PM.
01-21-2025 at 07:03 PM.
Quote from drawz :
How much you owe or get refunded has to do with how much you owe in total for the year vs how much was withheld from your paycheck, and absolutely nothing to do with the accuracy of your 1040. If you don't like owing at the end of the year, adjust your W4 to withhold more (and give the government an interest free loan in the process). .....
it amuses me how folks get excited when they get a refund .
all that means is they overpaid during the year.
but this concept escapes most tax payers.
1
Reply
Joined Sep 2011
$
> bubble2 2,683 Posts
1,020 Reputation
Pro
E4300
01-21-2025 at 07:31 PM.
01-21-2025 at 07:31 PM.
Quote from drawz :
How much you owe or get refunded has to do with how much you owe in total for the year vs how much was withheld from your paycheck, and absolutely nothing to do with the accuracy of your 1040. If you don't like owing at the end of the year, adjust your W4 to withhold more (and give the government an interest free loan in the process). TT will even help with this. Or you're not accounting for income where nothing is withheld (e.g. capital gains). If you're within a few hundred dollars, you're in pretty good shape. This could happen to anyone with any income if the withholding is wrong.

With regard to free federal filing, the options from the IRS aren't for everyone, but they do cover A LOT of people. Additionally, FreeTaxUSA, OLT, Cash App all have free federal filing without income limits and covering almost all individual tax situations.
I made quarterly estimate tax payments and sent one final payment in April. If the IRS asked for more $, then either TT made a mistake or I consistently under reported about $1000 in taxable income year after year.

If you took a test and didn't scored 100%, then you would expect the instructor to point out the errors in the test. The IRS simply sent a letter requiring an additional $200-$300 without providing an explanation.

I have no problem using FreeTaxUSA if I can download the software and install it on my computer. There is NO WAY I will upload my financial info to a FreeTaxUSA!
Reply
Joined Aug 2011
L6: Expert
> bubble2 1,531 Posts
346 Reputation
drawz
01-22-2025 at 07:06 AM.
01-22-2025 at 07:06 AM.
Quote from E4300 :
I made quarterly estimate tax payments and sent one final payment in April. If the IRS asked for more $, then either TT made a mistake or I consistently under reported about $1000 in taxable income year after year.

If you took a test and didn't scored 100%, then you would expect the instructor to point out the errors in the test. The IRS simply sent a letter requiring an additional $200-$300 without providing an explanation.

I have no problem using FreeTaxUSA if I can download the software and install it on my computer. There is NO WAY I will upload my financial info to a FreeTaxUSA!

FYI your data goes through Intuit servers on the way to the IRS when you e-file. It's in the license agreement actually.

Now if the IRS is sending you a letter later, that's different than just owing money at the end of completing your return. The IRS absolutely should explain where the discrepancy is and I believe they're obligated to do so. But any of the tax softwares should calculate things in the same way and give the same result. It's basic math as long as the same numbers go in the same place. This used to happen to my dad occasionally when he did it on paper with a calculator back in the day lol
Reply
Joined Jul 2006
L9: Master
> bubble2 4,490 Posts
548 Reputation
Commentary
01-22-2025 at 01:26 PM.
01-22-2025 at 01:26 PM.
Quote from E4300 :
I made quarterly estimate tax payments and sent one final payment in April. If the IRS asked for more $, then either TT made a mistake or I consistently under reported about $1000 in taxable income year after year.

If you took a test and didn't scored 100%, then you would expect the instructor to point out the errors in the test. The IRS simply sent a letter requiring an additional $200-$300 without providing an explanation.

I have no problem using FreeTaxUSA if I can download the software and install it on my computer. There is NO WAY I will upload my financial info to a FreeTaxUSA!
Yiou can request a transcript from the IRS and see if they added any charges to your account. If not, then run a year over year comparison report in Turbotax. That will show you where you received more income than expected.
Reply
Joined Jan 2008
L5: Journeyman
> bubble2 726 Posts
115 Reputation
Diz
01-22-2025 at 01:55 PM.
01-22-2025 at 01:55 PM.
Quote from desi_babu_2010 :
it amuses me how folks get excited when they get a refund .
all that means is they overpaid during the year.
but this concept escapes most tax payers.
There's nothing like loaning your hard earned money to the dumbment for free! LMAO
Reply
Joined Dec 2003
CDI gave me free netflix!
> bubble2 11,083 Posts
3,684 Reputation
phonic
01-22-2025 at 03:19 PM.
01-22-2025 at 03:19 PM.
Quote from Commentary :
Yiou can request a transcript from the IRS and see if they added any charges to your account. If not, then run a year over year comparison report in Turbotax. That will show you where you received more income than expected.
Most people have no idea how taxes work. Even otherwise smart/knowledgeable people are complete idiots when it comes to this kind of stuff.

A co-worker of mine once refused a raise because he said it would put him in a higher tax bracket and he would end up paying more money as a result than the raise was worth....

And again, this was a generally brilliant guy who knows more about most other things than anyone would ever care to know. But he didn't have even a basic rudimentary understanding about how tax brackets worked.

Fortunately for him, I do and helped him fix that bad decision.
3
Reply
Joined Sep 2011
$
> bubble2 2,683 Posts
1,020 Reputation
Pro
E4300
01-24-2025 at 06:29 PM.
01-24-2025 at 06:29 PM.
Quote from drawz :
FYI your data goes through Intuit servers on the way to the IRS when you e-file. It's in the license agreement actually.

Now if the IRS is sending you a letter later, that's different than just owing money at the end of completing your return. The IRS absolutely should explain where the discrepancy is and I believe they're obligated to do so. But any of the tax softwares should calculate things in the same way and give the same result. It's basic math as long as the same numbers go in the same place. This used to happen to my dad occasionally when he did it on paper with a calculator back in the day lol
1. I don't use electronic mail to submit my 1040.

2. Per my previous post, no explanation. Just a generic statement asking for an additional $200-$300 by certain date. There's a number to call if I disagree with the letter. I reported an extra $700 in qualified dividend last year as a test. Still got the "you owed us more $ letter". Probably a rookie IRS agent trying to work up the ladder.

3. All tax programs should arrive at the same number. Rounding all numbers to the nearest dollar should not alter the final tax bill.
Reply

Sign up for a Slickdeals account to remove this ad.

Joined Sep 2011
$
> bubble2 2,683 Posts
1,020 Reputation
Pro
E4300
01-24-2025 at 06:35 PM.
01-24-2025 at 06:35 PM.
Quote from Diz :
There's nothing like loaning your hard earned money to the dumbment for free! LMAO
In CA, the state automatically keep a portion of your proceeds when you sell your house. You can reclaim this money when you turn in your CA tax return. The system is rigged to take as much money as possible from those who are not on welfare.

Beginning January 1, 2024, a new law in California will allow adults ages 26 through 49 to qualify for full-scope Medi-Cal, regardless of immigration status.

https://www.dhcs.ca.gov/services/...ll%20apply.
Reply
Joined Nov 2020
L2: Beginner
> bubble2 42 Posts
14 Reputation
NoCallerIDLol
01-27-2025 at 08:30 AM.
01-27-2025 at 08:30 AM.
Thanks OP! I was able to get it. I paid the 5 bucks for desktop although I probably could have gotten away with online version.
Reply
Joined Nov 2007
L8: Grand Teacher
> bubble2 3,429 Posts
176 Reputation
zyx987
01-31-2025 at 11:33 AM.
01-31-2025 at 11:33 AM.
does anyone have an extra copy (desktop)? please PM me.
Thanks.
Reply
Joined Apr 2004
L5: Journeyman
> bubble2 971 Posts
148 Reputation
winb83
02-02-2025 at 06:17 AM.
02-02-2025 at 06:17 AM.
My Bank of America Rewards card had a $20 offer for this. I'm hoping it applies here.
Reply
Joined Jul 2017
L2: Beginner
> bubble2 73 Posts
10 Reputation
wyyhoo
02-02-2025 at 09:02 AM.
02-02-2025 at 09:02 AM.
Is the 30% or 25% off for federal tax only? It says state additional for paid products. Does that mean turbotax wants more money in this offer?
Reply
Joined Nov 2011
L5: Journeyman
> bubble2 811 Posts
231 Reputation
MDJoviFan
02-02-2025 at 03:35 PM.
02-02-2025 at 03:35 PM.
Quote from wyyhoo :
Is the 30% or 25% off for federal tax only? It says state additional for paid products. Does that mean turbotax wants more money in this offer?
Seems it is only Federal... Our Fidelty account doesn't show the discount on the 'main page' but if we use the Search and find TTax discount it shows 30% - HOWEVER when we click on that it takes us to the TTax site for the Online Version - there is NO option for 'desktop download', and it doesn't seem to include Deluxe with State..???
And for some reason if I go directly to TTax on my Desktop running Win 11 - I can only get the Online version Not the download, but my Laptop with Win 10 Lets me choose 'Desktop Download' -- so if I purchase thru Ttax directly on my Laptop does anyone know if I can put that file on a Thumbdrive and load on my Desktop?????????????? or am I stuck using it on the Laptop?
Why is nothing ever easy anymore??? Frown
Reply
Joined Jan 2008
L5: Journeyman
> bubble2 726 Posts
115 Reputation
Diz
02-02-2025 at 03:38 PM.
02-02-2025 at 03:38 PM.
Quote from E4300 :
In CA, the state automatically keep a portion of your proceeds when you sell your house. You can reclaim this money when you turn in your CA tax return. The system is rigged to take as much money as possible from those who are not on welfare.

Beginning January 1, 2024, a new law in California will allow adults ages 26 through 49 to qualify for full-scope Medi-Cal, regardless of immigration status.

https://www.dhcs.ca.gov/services/...ll%20apply.
Wow, talk about the exact opposite of depreciation recapture when you sell a rental property!
Reply

Sign up for a Slickdeals account to remove this ad.

Joined Oct 2016
L2: Beginner
> bubble2 25 Posts
14 Reputation
iusetech
02-03-2025 at 11:09 AM.
02-03-2025 at 11:09 AM.
If anyone here has an extra code they are not using, please PM me.
Reply
Page 17 of 24
Start the Conversation
 

More Tax Services Deals & Discounts

Link Copied

The link has been copied to the clipboard.