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Fidelity Customers: Free or Discounted 2025 Turbotax, select accounts

+48 Deal Score
67,637 Views
Fidelity Customers: Free TurboTax Premier Online Tax for select customers

Some customers might see 25% or 30% off

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 for free online or $5 for desktop version (can install on up to 5 computers)

You may see the free version in Jan
"You're eligible for an exclusive Free TurboTax Offer"

https://digital.fidelity.com/ftgw...io/summary
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Fidelity Customers: Free or Discounted 2025 Turbotax, select accounts
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Created 12-18-2025 at 10:33 PM by pandamania
in Tax Services (6) Fidelity
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Score +48
67,637 Views
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Joined Jan 2009
L7: Teacher
> bubble2 2,831 Posts
3,029 Reputation
pakle
12-18-2025 at 10:53 PM.

Our community has rated this post as helpful. If you agree, why not thank pakle

12-18-2025 at 10:53 PM.
Got it see attached thanks!

Tile at bottom of
https://digital.fidelity.com/ftgw...io/summary
5
Reply
Joined Jan 2006
L10: Grand Master
> bubble2 8,695 Posts
44,043 Reputation
Original Poster
Pro
pandamania
12-18-2025 at 11:01 PM.
12-18-2025 at 11:01 PM.
Quote from pakle :
Got it see attached thanks!

Tile at bottom of
https://digital.fidelity.com/ftgw...io/summary
Awesome! Another free year for you:-)

Edit: another free year for pakle
Reply
Last edited by pandamania December 18, 2025 at 11:44 PM.
Joined Nov 2011
L4: Apprentice
> bubble2 315 Posts
317 Reputation
jerry79304
12-18-2025 at 11:19 PM.
12-18-2025 at 11:19 PM.
how much money to get free? I only see 30% off
Reply
Joined Oct 2009
L6: Expert
> bubble2 1,386 Posts
187 Reputation
aragorn2000
12-18-2025 at 11:21 PM.
12-18-2025 at 11:21 PM.
Would love a license if you're not going to use your free one.
1
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Joined Oct 2005
L6: Expert
> bubble2 2,330 Posts
866 Reputation
MisterBill
12-18-2025 at 11:38 PM.
12-18-2025 at 11:38 PM.
Didn't get it again this year, after receiving it for over a decade before it stopped last year (in fact, I was usually the one who started this thread). I'm still Private Client Group, but my rep changed last year and I do not have a managed account. I spoke to my new rep last year, and he told me that his understanding was it was only for managed clients (even though I'd never been one and got it). I got him to give me some money to buy it myself, but I had agreed to talk to him about giving them some money to manage and never did. So I expect that I'm not going to be able to convince him to pay for it again this year.
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,330 Posts
866 Reputation
MisterBill
12-18-2025 at 11:39 PM.
12-18-2025 at 11:39 PM.
Quote from jerry79304 :
how much money to get free? I only see 30% off
Wow, I only see 25%! And I'm a Private Client!
Reply
Joined Oct 2005
L6: Expert
> bubble2 2,330 Posts
866 Reputation
MisterBill
12-18-2025 at 11:39 PM.
12-18-2025 at 11:39 PM.
Quote from pandamania :
Awesome! Another free year:-)
Are you a managed client? PCG?
Reply

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Joined Jan 2006
L10: Grand Master
> bubble2 8,695 Posts
44,043 Reputation
Original Poster
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pandamania
12-18-2025 at 11:45 PM.
12-18-2025 at 11:45 PM.
Quote from MisterBill :
Are you a managed client? PCG?
I was referring to pakle.
Reply
Joined Jun 2008
L4: Apprentice
> bubble2 387 Posts
143 Reputation
pesko08
12-19-2025 at 12:03 AM.
12-19-2025 at 12:03 AM.
I got "Exclusive: save 25% on TurboTax"
Reply
Joined Oct 2004
L8: Grand Teacher
> bubble2 3,069 Posts
1,262 Reputation
Cheapy Stuff
12-19-2025 at 12:04 AM.
12-19-2025 at 12:04 AM.
I see the tile for free. PCG, no managed account.

Seems like download will not be an option this year like it has been before?
Reply
Joined Nov 2008
L3: Novice
> bubble2 211 Posts
45 Reputation
BobLablaw
12-19-2025 at 12:59 AM.
12-19-2025 at 12:59 AM.
Not seeing anything. No freebie, no discount
Reply
Joined Dec 2006
L7: Teacher
> bubble2 2,515 Posts
519 Reputation
Pro
lazzlazz
12-19-2025 at 02:14 AM.
12-19-2025 at 02:14 AM.
There are plenty of options for free tax software. The Fidelity TurboTax thing is a huge YMMV..
1
Reply
Joined Nov 2004
L5: Journeyman
> bubble2 920 Posts
155 Reputation
lizard5102
12-19-2025 at 03:54 AM.

Our community has rated this post as helpful. If you agree, why not thank lizard5102

12-19-2025 at 03:54 AM.
25% only this year for both our accounts (spouse and I). Last year spouse account had free fidelity and prior years both our accounts had. Our balance at fidelity have substantially increased in the past 5 years, so I don't think this is related to account balances in any way.
2
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Joined Sep 2004
L5: Journeyman
> bubble2 575 Posts
18 Reputation
varadack
12-19-2025 at 05:16 AM.
12-19-2025 at 05:16 AM.
I got something like you are eligible for free promotion for premium TurboTax wait until mid January
Reply
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