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Fidelity Customers: Free or Discounted 2025 Turbotax, select accounts

+48 Deal Score
67,763 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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Deal
Score +48
67,763 Views
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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.

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Joined Oct 2005
L6: Expert
> bubble2 2,330 Posts
866 Reputation
MisterBill
12-23-2025 at 12:01 PM.
12-23-2025 at 12:01 PM.
Quote from Commentary :
I do not know what the requirement is. But it is not based on $500,000.
The document that used to be on the Fidelity site included $500,000 (Premium Services) as one of the ways to get it, as well as Private Client Group ($1m). I think that for PS, you needed to also be an Active Trader Pro customer. They've changed things this past couple of years and even PCG isn't enough to get it anymore, at least not reliably, as many here can attest.
Reply
Joined Aug 2012
New User
> bubble2 11 Posts
10 Reputation
MarkM8397
12-23-2025 at 01:34 PM.
12-23-2025 at 01:34 PM.
went and price for me was only a few bucks less than amazon. hardly worth it
Reply
Joined Sep 2013
L3: Novice
> bubble2 214 Posts
103 Reputation
GottaLoveIttt
12-25-2025 at 12:16 PM.
12-25-2025 at 12:16 PM.
Anyone willing to sell TurboTax Premier key for AGC. If so, pm me.
Reply
Joined Sep 2008
L7: Teacher
> bubble2 2,492 Posts
395 Reputation
lanb
12-25-2025 at 04:50 PM.
12-25-2025 at 04:50 PM.
Quote from skimple :
I'm seeing TT download Federal + 1 state = $49

Had the 30% offer from Fidelity. The site will drive you to the online version, but you can navigate to your account profile and then find the downloadable products from there.
Anyone find the Federal only desktop version to buy on the TT website ? All I see is the Federal + 1 state desktop

https://turbotax.intuit.com/perso...-download/
Reply
Last edited by lanb December 25, 2025 at 04:53 PM.
Joined Feb 2004
L7: Teacher
> bubble2 2,081 Posts
243 Reputation
porky
12-26-2025 at 05:03 PM.
12-26-2025 at 05:03 PM.
What the heck?
I first get a 30% off message. When I click on it, I see 25%.
Reply
Joined Feb 2004
L7: Teacher
> bubble2 2,081 Posts
243 Reputation
porky
12-26-2025 at 05:13 PM.
12-26-2025 at 05:13 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.
Same, and I got this. Maybe open a brokerage account and put 100 bucks in it. But, as others have said and I found, this is just a gimmick. I don't use Turbotax but you can probably get better deals at Costco.
Reply
Joined Dec 2004
L5: Journeyman
> bubble2 695 Posts
67 Reputation
verysimple
12-29-2025 at 03:49 AM.
12-29-2025 at 03:49 AM.
How do I switch to download version?
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Joined Mar 2007
L5: Journeyman
> bubble2 660 Posts
238 Reputation
Wdeal
12-29-2025 at 06:39 AM.
12-29-2025 at 06:39 AM.
Quote from verysimple :
How do I switch to download version?
at the top of the TurboTax site, choose "file your taxes" then choose "TurboTax Desktop". If you have arrived properly from the Fidelity discount page, it should reflected the correct price. Last year, "free premier" from Fidelity required a $5 charge for the download version
Reply
Joined Jan 2007
L5: Journeyman
> bubble2 923 Posts
272 Reputation
Pro
Orange_Elvis
12-29-2025 at 06:51 AM.
12-29-2025 at 06:51 AM.
30% for me
Reply
Joined Feb 2005
L4: Apprentice
> bubble2 418 Posts
114 Reputation
gangan
12-29-2025 at 07:56 AM.
12-29-2025 at 07:56 AM.
Quote from Wdeal :
at the top of the TurboTax site, choose "file your taxes" then choose "TurboTax Desktop". If you have arrived properly from the Fidelity discount page, it should reflected the correct price. Last year, "free premier" from Fidelity required a $5 charge for the download version
Is the fidelity price coming cheaper than Amazon/Costco price? Amazon/Costco is $82.99 for premium + $10 coupon.
Reply
Joined Aug 2011
L7: Teacher
> bubble2 2,301 Posts
203 Reputation
anerdnamedjoshua
12-29-2025 at 07:59 AM.
12-29-2025 at 07:59 AM.
"Save 25%."🙄
Reply
Joined May 2007
L5: Journeyman
> bubble2 669 Posts
128 Reputation
jmichaelp
12-30-2025 at 09:50 AM.
12-30-2025 at 09:50 AM.
Only 25% off for me.
Reply
Joined Jul 2018
New User
> bubble2 19 Posts
10 Reputation
NeatWeather8302
01-01-2026 at 07:05 AM.
01-01-2026 at 07:05 AM.
Quote from jerry79304 :
how much money to get free? I only see 30% off
is 30% a personal link?
Reply
Joined Aug 2011
L3: Novice
> bubble2 187 Posts
26 Reputation
JackieChen
01-01-2026 at 10:25 AM.
01-01-2026 at 10:25 AM.
you can go straight to the discount page here: https://www.fidelity.com/accounts...x-discount
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Joined Dec 2008
L5: Journeyman
> bubble2 700 Posts
115 Reputation
acefr
01-01-2026 at 03:17 PM.
01-01-2026 at 03:17 PM.
If you want to sell your TT Premier Key, I can offer AGC. Please PM me. Thanks.
Reply
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