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Fidelity Customers: Free or Discounted 2025 Turbotax, select accounts

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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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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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Joined Jan 2006
L10: Grand Master
> bubble2 8,563 Posts
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pandamania
12-19-2025 at 09:47 AM.
12-19-2025 at 09:47 AM.
Quote from zzTzz :
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)
Do you make a lot of trades during the year, a very active account? Are you a large account?
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Joined Feb 2010
L3: Novice
> bubble2 149 Posts
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PASabre
12-19-2025 at 10:39 AM.
12-19-2025 at 10:39 AM.
I had the 25% offer a couple of weeks ago, but now see the message that "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."

I'm not sure if anyone else's discount changed. I've had free offers up until last year, when I had to pay $5.
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Joined Jul 2012
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> bubble2 4,562 Posts
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pippypoppy
12-19-2025 at 10:43 AM.
12-19-2025 at 10:43 AM.
Quote from drwuu :
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. 🤔
Thanks for pointing out it's only the online version, I was searching around for that. That info should be in the op, it makes a difference to some of us.
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Joined Jan 2006
L10: Grand Master
> bubble2 8,563 Posts
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pandamania
12-19-2025 at 10:47 AM.
12-19-2025 at 10:47 AM.
Quote from pippypoppy :
Thanks for pointing out it's only the online version, I was searching around for that. That info should be in the op, it makes a difference to some of us.
Please see and read above:
"Fidelity Customers: Free TurboTax Premier Online Tax for select customers"
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Joined Jul 2012
L9: Master
> bubble2 4,562 Posts
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pippypoppy
12-19-2025 at 11:00 AM.
12-19-2025 at 11:00 AM.
Quote from pandamania :
Please see and read above:
"Fidelity Customers: Free TurboTax Premier Online Tax for select customers"
Ok, still glad someone pointed it specifically, my tired ass needs the help.
1
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Joined Oct 2011
slickdealer
> bubble2 159 Posts
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zzTzz
12-19-2025 at 11:34 AM.
12-19-2025 at 11:34 AM.
Quote from pandamania :
Do you make a lot of trades during the year, a very active account? Are you a large account?
I would say a couple of transactions every month, and what I think is an average account size, including retirement.
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Joined May 2011
L3: Novice
> bubble2 257 Posts
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vtec26
12-19-2025 at 11:41 AM.
12-19-2025 at 11:41 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.
Can someone post steps on how to find the download option? I'm not seeing it.
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Joined Jan 2006
L10: Grand Master
> bubble2 8,563 Posts
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pandamania
12-19-2025 at 11:41 AM.
12-19-2025 at 11:41 AM.
Quote from zzTzz :
I would say a couple of transactions every month, and what I think is an average account size, including retirement.
Thank you for responding. I wonder if active accounts like yours might be a trigger.
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Joined Feb 2005
L999 - Grand Master
> bubble2 6,278 Posts
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alchemista
12-19-2025 at 12:33 PM.
12-19-2025 at 12:33 PM.
It says 30% but then links to a page that says 25%. Either way, I think we get better deals in January.
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Joined Aug 2016
L4: Apprentice
> bubble2 310 Posts
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Abrahamk47
12-19-2025 at 01:37 PM.
12-19-2025 at 01:37 PM.
Can you get TurboTax Desktop with this discount?
1
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Joined Oct 2005
L6: Expert
> bubble2 2,313 Posts
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MisterBill
12-19-2025 at 01:59 PM.
12-19-2025 at 01:59 PM.
Quote from vtec26 :
Can someone post steps on how to find the download option? I'm not seeing it.
It's not difficult. You go to the top and click on the File Your Tax link, and then it says TurboTax Desktop.
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Joined Oct 2005
L6: Expert
> bubble2 2,313 Posts
858 Reputation
MisterBill
12-19-2025 at 02:02 PM.
12-19-2025 at 02:02 PM.
Quote from pandamania :
Please see and read above:
"Fidelity Customers: Free TurboTax Premier Online Tax for select customers"
It ALWAYS says that, because they charge $5 for the download version. Did you go to File Your Taxes -? TurboTax Download to see what it says there?
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Joined Nov 2015
L2: Beginner
> bubble2 681 Posts
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thi3nd1a
12-19-2025 at 02:53 PM.
12-19-2025 at 02:53 PM.
i got the offer last year and used the download version (paid $5+ or something)

got it this year as well...."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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Joined Nov 2015
L2: Beginner
> bubble2 681 Posts
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thi3nd1a
12-19-2025 at 02:55 PM.
12-19-2025 at 02:55 PM.
Quote from zigner :
I'm not a managed client, and never have been, yet I got the free offer this year.
i thikn u have to have a certain amount in your personal brokerage account
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Joined Jan 2007
EEEEZZZZZ
> bubble2 8,269 Posts
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dadab
12-19-2025 at 03:01 PM.
12-19-2025 at 03:01 PM.
Quote from zzyzzx :
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.
This is the first year, I've OOP 5 figure money into fidelity other than 401K and Roth accounts. Still no dice, only 30%.
1
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