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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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Created 12-18-2025 at 10:33 PM by pandamania
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Deal
Score
+48
67,702 Views
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
01-08-2026 at 01:03 PM.
01-08-2026 at 01:03 PM.
Quote from dimsumkid5915 :
Just attached their name to my acct and became my rep and it took about 2 weeks after that for the system to recognize this and the offer changed. I don't have a managed acct, I'm self managed.. To get to this level of rep, I called the 800 private client # and they have to put in a request to get someone that could become my rep as a self managed acct. I never see my rep as they're in another state.
I have the rep's name attached to my account but still didn't get the offer.
Reply
Joined Oct 2017
L2: Beginner
> bubble2 43 Posts
14 Reputation
dimsumkid5915
01-08-2026 at 01:23 PM.
01-08-2026 at 01:23 PM.
Quote from MisterBill :
I have the rep's name attached to my account but still didn't get the offer.
You may want to call your rep to see why your offer isn't working now, maybe ask for a rep that can work with self managed accts too. This is similar to my acct last yr when I stopped getting the offer (had no rep on my acct). My current rep said they have a high enough level of approval to add my acct to the offer list. This is the only 2nd rep thru the chain of reps I've ever talked with that stated with accuracy to change actually change my status (the other was the rep who told me to add a brokerage acct with $1 in it).
Reply
Joined Jul 2014
L12: Slothman
> bubble2 1,452 Posts
409 Reputation
huaqiangbei
01-08-2026 at 01:31 PM.
01-08-2026 at 01:31 PM.
I think this deal isn't fully rolled out yet... my P2's Fidelity summary is showing the "Exclusive: Free TurboTax Do It Yourself Premium" offer that mine shows, but when clicking the link, is taken to https://www.fidelity.com/accounts...x-discount and only sees the 25% off offer.
Reply
Joined Sep 2011
L5: Journeyman
> bubble2 2,008 Posts
270 Reputation
404_Deal_Not_Found
01-08-2026 at 05:32 PM.
01-08-2026 at 05:32 PM.
This appears to be for TurboTax online only not desktop. Can someone confirm?
1
Reply
Joined Jan 2008
L5: Journeyman
> bubble2 778 Posts
119 Reputation
Diz
01-08-2026 at 05:47 PM.
01-08-2026 at 05:47 PM.
Quote from 404_Deal_Not_Found :
This appears to be for TurboTax online only not desktop. Can someone confirm?
I thought the same until someone earlier today pointed out to me in another thread where to navigate:

Top Menu ---> File your taxes (upper left corner) ---> TurboTax Desktop
Reply
Joined Jan 2009
L2: Beginner
> bubble2 37 Posts
14 Reputation
dmilo
01-08-2026 at 06:57 PM.
01-08-2026 at 06:57 PM.
Quote from zeugma :
Has anyone actually gotten free this year?
I got free Priemer online, but I use the downloaded version. When I clicked on the download link, it was $105 for Priemer with a $100 discount, so $5.
Reply
Joined Sep 2009
L3: Novice
> bubble2 241 Posts
52 Reputation
nismo95tt
01-08-2026 at 09:58 PM.
01-08-2026 at 09:58 PM.
Quote from dmilo :
I got free Priemer online, but I use the downloaded version. When I clicked on the download link, it was $105 for Priemer with a $100 discount, so $5.
Thanks. I was able to get Desktop Premier for $5.

Steps:
Login to Fidelity
Scroll to bottom right of fidelity home page. Look for turbo tax / intuit offer. Click.

You should now see:

"You're eligible for an exclusive offer" webpage. Click: "Claim your discount with turbo tax"

Redirected to intuit. Sign in/create account.

You should now see:

"Exclusive turbo tax offer for Fidelity clients" / "file your taxes free with do it yourself premium" web page.

Scroll to bottom right side and look for text " file one federal and state return for five dollars using Turbo tax premier desktop download"

Click.
Pay $5
Profit?
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Joined Apr 2009
L6: Expert
> bubble2 1,106 Posts
564 Reputation
lazysaver
01-08-2026 at 11:14 PM.
01-08-2026 at 11:14 PM.
Has anyone tried combining the Fidelity discount for the desktop version with an amex $20 off $40 offer?
Reply
Joined Jan 2009
L7: Teacher
> bubble2 2,831 Posts
3,029 Reputation
pakle
01-08-2026 at 11:20 PM.
01-08-2026 at 11:20 PM.
For the Fidelity free Premier offer ONLINE version, is there a state e-file fee or it is free? I know it includes 1 free state return but not sure about e-filing for free. Anyone know?
Reply
Joined Jan 2006
L10: Grand Master
> bubble2 8,695 Posts
44,043 Reputation
Original Poster
Pro
pandamania
01-08-2026 at 11:40 PM.
01-08-2026 at 11:40 PM.
Quote from pakle :
For the Fidelity free Premier offer ONLINE version, is there a state e-file fee or it is free? I know it includes 1 free state return but not sure about e-filing for free. Anyone know?
In the past, state e-file was an additional charge.
Reply
Joined Jan 2009
L7: Teacher
> bubble2 2,831 Posts
3,029 Reputation
pakle
01-09-2026 at 12:08 AM.
01-09-2026 at 12:08 AM.
Quote from pandamania :
In the past, state e-file was an additional charge.
Thanks! All my searches say State is free but i think they mean State download is free but e-file has charge. TT makes it so hard to find!
Reply
Joined Jan 2006
L10: Grand Master
> bubble2 8,695 Posts
44,043 Reputation
Original Poster
Pro
pandamania
01-09-2026 at 07:21 AM.
01-09-2026 at 07:21 AM.
Quote from pakle :
Thanks! All my searches say State is free but i think they mean State download is free but e-file has charge. TT makes it so hard to find!
You're welcome, pakle. One state is free. State e-file should be noted as an additional charge up front to make it easier for all to see.
Reply
Joined Sep 2015
L2: Beginner
> bubble2 267 Posts
62 Reputation
lannister80
01-09-2026 at 01:56 PM.
01-09-2026 at 01:56 PM.
Quote from MisterBill :
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.
I don't think that will work. You have to use a special affiliate link from the Amex website for the $20 off to work, and that conflicts with the link from Fidelity. When I go through the Amex link, I shows full price on Intuit. So for Deluxe, it's either $50 with Amex or $52 with Fitelity.
Reply
Joined Jan 2005
Pro
> bubble2 193 Posts
295 Reputation
Pro
Ziemniak
01-09-2026 at 02:17 PM.
01-09-2026 at 02:17 PM.
30% off using Chase Offers
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Joined Oct 2004
L8: Grand Teacher
> bubble2 3,069 Posts
1,262 Reputation
Cheapy Stuff
01-09-2026 at 10:33 PM.
01-09-2026 at 10:33 PM.
Quote from pakle :
For the Fidelity free Premier offer ONLINE version, is there a state e-file fee or it is free? I know it includes 1 free state return but not sure about e-filing for free. Anyone know?
Unlimited state efiles are free on the ONLINE version.
Reply
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