Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
I have the TurboTax free deal, no managed/pay services with Fidelity but "Premium Services" listed in the profile. Significant funds (7+ figs), regularly scheduled investments, Roth accounts, HSA,...
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
Fidelity makes $ when I trade, and when $ from TreasuryDirect hits my core account. $ stays in the core account for 1/2 day under ideal condition.
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
If anyone wants to trade an amazon gift card for premier, please DM me. THX
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
Probably a combo of
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...
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
You can do capital gain/loss, qualified dividend, treasury exempt interest, and home sale with Deluxe.
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
If you used TurboTax last year, I recommend that you start your 2025 taxes, importing last year's information and see how it loads up. The first step that TurboTax does is look for updates, so if...
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
I think Fidelity takes into account on your trading activity. I do lots of option trades on a margin. Last year, I paid more than $33k in margin interest. So I am sure Fidelity is glad to give me a...
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
I upgraded my computer from Windows 10 to 11 a few months ago. But when I was installing TurboTax 2025 2 days ago, there was some hiccups during the installation and told me some Windows software...
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
If you only get 30% off wouldn't the $64.99 at Samsclub with an extra $10 credit for State filing be just as good? https://www.samsclub.com/search?q=turbotax%20premier&typeahead=turbotax
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
They need to negotiate a better deal. It should be 50% off for all customers.
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
Filing tax is free but US tax system is so darn complicated that so we need these software helping us.
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
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...
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
Thanks.. was aware of the other thread but this was much more concise and nailed it for me personally!
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
Filing is free. E-filing is not always free. It's the tax preparation that you are paying for if you choose to use any.
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
25% for me
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
That's a little odd about the hiccup. But that's good it did eventually install.
Unfortunately, my computer is too old for MS to upgrade from 10 to 11. But I did get an extra year from MS for...
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
The maker of Turbo Tax and H&R lobby against the IRS of making filing tax free for everyone.
IRS was planning on making its own software to make filing tax free and easy.
Filing taxes and...
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
I clicked on the "up to 25%" and received 30% off. Thanks for the heads-up. I love a discount, especially from Turbo Tax.
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
Same here. I’ve got an iRA and Individual account. Only get 30% off. Plus it’s online only. Not seeing any way to download any version
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
Oh... one last thing. I notice this year that the TurboTax interface has changed some. I have loss carry forwards and I really could not figure out how much I lost...... and carried forward. This...
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
thanks OP. had the offer and went with $15 H&B version
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
I only got the 30% offer. I've got a decent amount of money in a 401k, IRA, and taxable cash management account.
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
I think this year they made it much more obvious. At least from what I can tell. I have losses for a few years and last year I needed to look for it, this year it is right up front and bold.
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
25% off :(
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
Most of my money is in taxable and I o ly see 25% off.
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
Thanks. Might just need this if the discount is right!
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
This deal is like a bad penny... keeps turning up and of little value to most people.
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
Looking for a premier desktop license for Windows. Please PM for AGC trade.
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
Thanks.
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
25% off for me. I guess they are not making enough $$$ off me!
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
Same. I'm well into 7 figures across 4 accounts at Fidelity and no free turbotax. Didn't get it last year either.
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
If you have 7 figures across 4 accounts than you should have a premier account manager. Talk to your premier account manager about this issue and they should be able to help you out.
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
Thanks, worked for me.
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
TT Premier 2025 is just as bad as 2024. Have a clean install W11 OS and TT Premier. TT continues to crash during manual entry of 1099 B. Same problem with last year's version running in W10. The...
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
To be fair, the TurboTax 2024 software warned that this would be the case. (To be fair to be fair, I only "remembered" this because I opened it again recently.)
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
Looking for a premier desktop license for MAC.
Please PM for AGC trade. Thanks!
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
Do you still have TT premium to trade?
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
The weird thing is that number of trades can't be a criteria. They make little on the commission and the spread.
I think you are right about managed accounts, that is where they make lots of money....
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
TMI, Sir.
Fidelity Investments Is Offering $0 TurboTax Online or $5 Desktop Premier (for select account holders)
Thread created 01-28-2026 by oppayah
+10 Score
80 Replies
30,440 Views
Filing taxes should be free for everyone.
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