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Fidelity Customers: Free or Discounted 2025 Turbotax, select accounts

+48 Deal Score
67,702 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
67,702 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 Dec 2009
L3: Novice
> bubble2 179 Posts
10 Reputation
atlas1231
01-01-2026 at 05:33 PM.
01-01-2026 at 05:33 PM.
I wants me to login to ituit account. where is the download versions?
Reply
Joined Dec 2009
L3: Novice
> bubble2 179 Posts
10 Reputation
atlas1231
01-01-2026 at 05:34 PM.
01-01-2026 at 05:34 PM.
where is the download. It wants me to login to intuit
Reply
Joined Dec 2007
L3: Novice
> bubble2 298 Posts
66 Reputation
oxnardprof
01-02-2026 at 12:04 AM.
01-02-2026 at 12:04 AM.
Another case of 25% discount. I got the free offer once, several years ago, but no longer.

I guess I will have to go through Costco Jan 19
Reply
Joined Dec 2007
L5: Journeyman
> bubble2 603 Posts
105 Reputation
android
01-02-2026 at 12:20 AM.
01-02-2026 at 12:20 AM.
Has anyone actually gotten the free version yet, or is it only coming mid January?
Reply
Joined Nov 2012
L1: Learner
> bubble2 15 Posts
10 Reputation
LenonH
01-02-2026 at 04:34 AM.
01-02-2026 at 04:34 AM.
Quote from android :
Has anyone actually gotten the free version yet, or is it only coming mid January?
I guess they will probably release it when they start to release their tax forms -- just guessing not facts behind the statement.
Reply
Joined Sep 2010
L3: Novice
> bubble2 124 Posts
14 Reputation
deerfern
01-03-2026 at 05:10 PM.
01-03-2026 at 05:10 PM.
Quote from MisterBill :
Wow, I only see 25%! And I'm a Private Client!
Yep me too. All I see is 25%
Reply
Joined Aug 2025
L3: Novice
> bubble2 176 Posts
BrightFeather280
01-03-2026 at 05:34 PM.
01-03-2026 at 05:34 PM.
Quote from android :
Has anyone actually gotten the free version yet, or is it only coming mid January?
programming is still in progress and you can't file yet anyway. Mid to late January sounds right
Reply

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Joined Sep 2013
L3: Novice
> bubble2 214 Posts
103 Reputation
GottaLoveIttt
01-04-2026 at 10:52 PM.
01-04-2026 at 10:52 PM.
Just noticed Chase Freedom has 30% cashback. Assuming I read it correctly, with 30% off from Fidelity, you would essentially pay 49% of the retail price after the Fidelity discount and Chase cash back (70% * 70%).
Reply
Joined Jan 2006
L4: Apprentice
> bubble2 413 Posts
92 Reputation
sunshine3
01-05-2026 at 10:18 AM.
01-05-2026 at 10:18 AM.
Amex has 20 off 40 which maybe better than the 30% chase offer.
Reply
Joined Feb 2014
L5: Journeyman
> bubble2 599 Posts
750 Reputation
tanner12oz
01-05-2026 at 10:23 AM.
01-05-2026 at 10:23 AM.
25% on mine
Reply
Joined Oct 2017
L2: Beginner
> bubble2 43 Posts
14 Reputation
dimsumkid5915
01-05-2026 at 08:32 PM.
01-05-2026 at 08:32 PM.
Quote from MisterBill :
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.
I'm in PCG (barely trade) and 5 yrs ago I stopped getting the offer. Their qualifications don't include retirement/trust acct assets. To fix this, I was told to open a brokerage acct with $1. That fixed the problem. Last yr this stopped working and was told I needed to have a managed acct/rep (my rep got removed and never replaced). I was put in touch with a Wealth Mgmt Sr Relationship Mgr who had a level high enough to change my status and got a new rep on my acct. It took 2+ weeks, but my status changed. This yr, I automatically got the offer. Most reps below this level don't really know what the criteria is to qualify.
Reply
Joined Oct 2008
O.G
> bubble2 7,719 Posts
1,710 Reputation
RumbleTheBison
01-06-2026 at 11:16 AM.
01-06-2026 at 11:16 AM.
Logged in and saw it on my account. I've been using TT for the past 3+ years so to use it free this year will be great (as I always owe)

Quote :
* This qualifies you for one free federal and one free state tax return using TurboTax Online Premium.
Just FYI for anyone wondering what this entitles you to. Again, for me, perfect. We'll see how much I still owe even after doing "single/zero"
Reply
Last edited by RumbleTheBison January 6, 2026 at 11:18 AM.
Joined Jun 2006
L4: Apprentice
> bubble2 322 Posts
22 Reputation
tajdtj
01-06-2026 at 11:18 AM.
Reply
Last edited by tajdtj January 6, 2026 at 11:27 AM.
Joined Oct 2016
L2: Beginner
> bubble2 29 Posts
14 Reputation
iusetech
01-06-2026 at 05:39 PM.
01-06-2026 at 05:39 PM.
If you have an unused license, please PM me.

TIA.
Reply

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Joined Jun 2006
L4: Apprentice
> bubble2 322 Posts
22 Reputation
tajdtj
01-07-2026 at 04:59 AM.
01-07-2026 at 04:59 AM.
Just ordered with Fidelity 30% off and Chase Sapphire 30% back
Reply
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