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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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Unfortunately, my computer is too old for MS to upgrade from 10 to 11. But I did get an extra year from MS for Windows 10 patches.
I wound up using a mini-PC I bought about 1.5 years ago that has Windows 11 to install TT on. I normally don't to "productive" work on it, but I will have to in this case.
I think you are right about managed accounts, that is where they make lots of money. Whether their stock recommendations win or lose, that management fee keeps rolling on
Thanks
P.S. I've heard Deluxe is pretty much the same thing, but I'd rather have no surprises.
Does it give you access to "Forms"?
With Premier I had to make changes in "Forms" because something didn't get added correctly or automatically.
Thanks!
Does it give you access to "Forms"?
With Premier I had to make changes in "Forms" because something didn't get added correctly or automatically.
Thanks!
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1. Number of trades
2. Total family's balance
3. Managed Fidelity account
Fidelity's IT department is rather slow when it comes to adopting technology. Schwab's Thinkorswim is available in Windows, Mac, and Linux. Unfortunately, there is no cash sweep moneymarket.
Fidelity's Active TraderPro works only with Windows. The Beta Active TraderPro uses MicrosoftEdgeWebview (spyware in disguise).
I may end up trying Deluxe but would rather pay extra for Premier just in case (+State PA).. Anyone with Fidelity code? AMZN or PayPal.
1. Number of trades
2. Total family's balance
3. Managed Fidelity account
That may not help to narrow it down other than to say that it's not exclusively for managed accounts or managed funds or people paying for premium services. I don't pay Fidelity anything aside from expense ratios for indexes, or any baked in spread they may have on assets.
Edit: Willing to trade a copy of Premier 2025 web/desktop for an AGC. Please PM if interested.
That may not help to narrow it down other than to say that it's not exclusively for managed accounts or managed funds or people paying for premium services. I don't pay Fidelity anything aside from expense ratios for indexes, or any baked in spread they may have on assets.