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Fidelity Customers: Free or Discounted 2025 Turbotax, select accounts

+24 Deal Score
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Fidelity Customers: Free TurboTax Premier Online Tax for select customers

Some customers might see 25% or 30% off


https://digital.fidelity.com/ftgw...io/summary
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Created 12-18-2025 at 10:33 PM by pandamania
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Joined Dec 2008
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zim2dive
12-19-2025 at 05:27 AM.

Our community has rated this post as helpful. If you agree, why not thank zim2dive

12-19-2025 at 05:27 AM.
the 30% off I see on Amazon for *anyone* ? Smilie (looking at the TT Premium download version)

EDIT: correction.. Deluxe 30% off, Premier 28% off. So even tho I finally(?) got a discount offer from Fidelity, they're just telling me they love me the same as Amazon loves everyone

EDIT2: looking at CCC, lowest price for the 2024 version was late Jan/early Feb.. is that typical?
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Last edited by zim2dive December 19, 2025 at 05:31 AM.
Joined Oct 2015
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drwuu
12-19-2025 at 05:39 AM.
12-19-2025 at 05:39 AM.
It seems to be only the online version.
It was $69.30 for premier. I usually use deluxe.
Didn't seem like much of a deal but I don't usually buy premier, I get deluxe for <$40 on sale.
There's a lot of hoops to jump through to get to see the price, I hate that. Especially with Intuit involved.
Also on the TT screens, there's a Fidelity logo. Why?? I skeptical enough to think that if I take advantage of the offer, Fidelity gets my data. Yuck.
I've been using TT for 20 years. Maybe this is the year I stop using TT. 🤔
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Joined Sep 2007
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TideFanGeorge
12-19-2025 at 05:50 AM.
12-19-2025 at 05:50 AM.
only 30% off for me
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Joined Aug 2008
L6: Expert
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jmecherul
12-19-2025 at 06:21 AM.
12-19-2025 at 06:21 AM.
30% for me too
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Joined Aug 2010
L3: Novice
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jamislow
12-19-2025 at 06:46 AM.
12-19-2025 at 06:46 AM.
The banner on the Fidelity site says save 30%, when you click on the link, it then says "Start Saving 25%" and you know if your state has an income tax that will be extra.
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Joined Nov 2013
L1: Learner
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4nTFnMxwLRCvN46
12-19-2025 at 06:46 AM.
12-19-2025 at 06:46 AM.
Does anybody know if I can combine with this:
American Express: TurboTax Online Spend $40 or More, Get $20 Statement Credit (Expires 04/18/2026)

https://slickdeals.net/f/18910714-american-express-turbotax-online-spend-40-or-more-get-20-statement-credit-expires-04-18-2026?v=1&src=SiteSearch
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sleepybubba
12-19-2025 at 06:50 AM.
12-19-2025 at 06:50 AM.
That 30% off online filing is a joke. You can get this coupon anywere on the web.

Furthermore, looks like this is for Online version only. Here is the offer details from Turbotax page:


Limited time offer for TurboTax 2025
Discount applies to TurboTax federal products only (no state products). Savings in addition to early-season discount. Offer cannot be combined with any other TurboTax offers.

Actual prices are determined at the time of print or e-file and are subject to change without notice.

Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice.
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Last edited by sleepybubba December 19, 2025 at 06:53 AM.

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Joined Mar 2005
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Bravo
12-19-2025 at 08:04 AM.
12-19-2025 at 08:04 AM.
It's been 25% for me for many years now. That really sucks. It's better to look for discounts on Costco or Amazon.
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Joined Nov 2007
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zigner
12-19-2025 at 08:08 AM.
12-19-2025 at 08:08 AM.
Quote from MisterBill :
I spoke to my new rep last year, and he told me that his understanding was it was only for managed clients
I'm not a managed client, and never have been, yet I got the free offer this year.
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Joined Sep 2009
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zzyzzx
12-19-2025 at 08:31 AM.
12-19-2025 at 08:31 AM.
All of my money in Fidelity is in tax deferred accounts (401K, HSA). Therefore I am not expecting free TurboTax as per their usual, despite having a balance that most likely qualifies me for Fidelity Wealth Services.
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Joined Dec 2009
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CeriDavies
12-19-2025 at 08:47 AM.
12-19-2025 at 08:47 AM.
Quote from jerry79304 :
how much money to get free? I only see 30% off
Me too, I'm a managed client with over 100K (in IRA) and I see only 30%, which is not a good deal, but obviously not down grading the deal as, for the people who do get it for free, it is a good deal.
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Joined Oct 2005
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MisterBill
12-19-2025 at 09:00 AM.
12-19-2025 at 09:00 AM.
Quote from 4nTFnMxwLRCvN46 :
Does anybody know if I can combine with this:
American Express: TurboTax Online Spend $40 or More, Get $20 Statement Credit (Expires 04/18/2026)

https://slickdeals.net/f/18910714-american-express-turbotax-online-spend-40-or-more-get-20-statement...
Yes, you can, which is why using the discount is generally going to be a better deal than buying at Amazon or Costco.

For example, since I only have the 25% off, the deluxe download with state is $52.50, so $32.50 after the Amex offer.
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Last edited by MisterBill December 19, 2025 at 09:05 AM.
Joined Oct 2005
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MisterBill
12-19-2025 at 09:02 AM.
12-19-2025 at 09:02 AM.
Quote from Cheapy Stuff :
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?
Unless it's working differently for the free offer than it is for 25% off (which I doubt), the download is still available, you just need to find it in the menu. Same as last year, same as previous years.
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Joined Nov 2007
L5: Journeyman
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zigner
12-19-2025 at 09:27 AM.
12-19-2025 at 09:27 AM.
Quote from MisterBill :
Unless it's working differently for the free offer than it is for 25% off (which I doubt), the download is still available, you just need to find it in the menu. Same as last year, same as previous years.
Helpful important info and will look for it. Hoping it's still true this year, thanks.
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Joined Oct 2011
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zzTzz
12-19-2025 at 09:42 AM.
12-19-2025 at 09:42 AM.
I am not a managed account. I got the offer described on the first post and it

The URL for the offer is: https://www.fidelity.com/accounts...x-discount (in case it removes the link www. fidelity.com / accounts-trade/turbotax-discount)
Quote :
You're eligible for an exclusive Free TurboTax Offer
To show our appreciation, we're offering you free access to TurboTax Do It Yourself Premium. Check back for a link by mid-January.
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