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Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Fidelity Investments is offering discounts for TurboTax 2025 the online and desktop version. The final price depends on the discount offered by Fidelity based on your account status. The default is for the online version, but I would not recommend the online version if you want to upgrade to Home and Business version.
Instruction:
~ Log into you Fidelity account. https://www.fidelity.co
~ Scroll down down and look for "Exclusive: Free TurboTax Do It Yourself Premium". Click the green button "Get Started Now".
~ Click on "Claim your discount with TurboTax"
~ Continue on until you get to the page that says "File your taxes free with Do It Yourself Premium". For me, it shows $99 being crossed off and $0* being the price. If you click on "Get Started", it will take you to Intuit login page and will give you the actual price based on the service you select. Since Intuit knows I have Small Business QuickBooks, they automatically selected Small Business online version and wanted to charge me a higher fee (I think it was like $165). It may be $0 for a simple individual filer.
Hack: For those who wants to stick with Home and Business desktop version, do the following:
~ On the page that states "File your taxes free with Do It Yourself Premium", scroll down a little bit and look for the white box that says "Offer details for Fidelity clients" and click on the link that says "TurboTax Premier Desktop download". Continue on and pay the $5 fee. After the payment, download the TurboTax 2025 to you computer and enter the code that was provided when your payment was processed. Login into your TurboTax 2025 software (ignore the offer to upgrade to the online version for free) and click on "Help" on the upper left corner of your TurboTax 2025 screen. Select upgrade. You should see the option to upgrade to Home and Business desktop version for extra $15.
Note: Last year, I started my tax return late. Fidelity removed the free offer link when I tried to look for it in early March. So best to download it now even if you don't intend to start the filing till later.
If this post is helpful, your rep is greatly appreciated.
Instruction:
~ Log into you Fidelity account. https://www.fidelity.co
~ Scroll down down and look for "Exclusive: Free TurboTax Do It Yourself Premium". Click the green button "Get Started Now".
~ Click on "Claim your discount with TurboTax"
~ Continue on until you get to the page that says "File your taxes free with Do It Yourself Premium". For me, it shows $99 being crossed off and $0* being the price. If you click on "Get Started", it will take you to Intuit login page and will give you the actual price based on the service you select. Since Intuit knows I have Small Business QuickBooks, they automatically selected Small Business online version and wanted to charge me a higher fee (I think it was like $165). It may be $0 for a simple individual filer.
Hack: For those who wants to stick with Home and Business desktop version, do the following:
~ On the page that states "File your taxes free with Do It Yourself Premium", scroll down a little bit and look for the white box that says "Offer details for Fidelity clients" and click on the link that says "TurboTax Premier Desktop download". Continue on and pay the $5 fee. After the payment, download the TurboTax 2025 to you computer and enter the code that was provided when your payment was processed. Login into your TurboTax 2025 software (ignore the offer to upgrade to the online version for free) and click on "Help" on the upper left corner of your TurboTax 2025 screen. Select upgrade. You should see the option to upgrade to Home and Business desktop version for extra $15.
Note: Last year, I started my tax return late. Fidelity removed the free offer link when I tried to look for it in early March. So best to download it now even if you don't intend to start the filing till later.
If this post is helpful, your rep is greatly appreciated.
Created 01-28-2026
at 09:30 AM
by oppayah
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72 Comments
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Speaking of, am open to Trade if anyone has the TT Premier Desktop.code.
Have: AGC or 20% off Lowe's (upto $100 off discount - expires 1/30/26)
You can get a desktop version for $5
It was a popup for me but you can find it by searching "TurboTax"
https://digital.fidelit
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That being said, I may go ahead and get the TurboTax thru Fidelity. I have a managed account and can get the $0 and perhaps the $5 deal that I am eligible for. I have a very good managed account at Fidelity. It would be interesting to compare the end result to my H&R return. I don't expect a big difference.
What I like about owning the software is that I can look over my whole return at any stage with the H&R software. I've helped a friend with the TurboTax online return and she only sees a snapshot of her taxes until she pays a hefty fee to Intuit. Also, this Fidelity/TurboTax deal appears to only allow one tax return. That may be the case for the $5 desktop version as well.
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