Fidelity: Free TurboTax Premier For Some

Update 12/12/23: Deal is back for 2023: free TurboTax Premier online version or $5 for the download. In your Fidelity online login go to Accounts > Portfolio to find this. Others are just seeing a 20% discount.

Update 12/14/22: Deal is back for 2022 (ht bosox, Andy K) Others are seeing an offer to purchase the CD/Download version for $5.

The Offer

Direct link to offer

  • Fidelity is offering some members free Turbotax Premier. Should show under Portfolio Summary Page.

Our Verdict

Some people only see it for $20 off rather than being free, whereas others see it for free.

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Alex
Alex (@guest_1780416)
January 18, 2024 11:14

 William Charles The offer disappeared for awhile but I see it’s back now:

You’re eligible for an exclusive TurboTax® offer!

You qualify for this year’s free TurboTax program offered to select Fidelity customers. You’ll see the link here by the end of January.

Check back soon

Alex
Alex (@guest_1783822)
January 23, 2024 11:18

Link/offer available now

Precisely
Precisely (@guest_1784042)
January 23, 2024 15:44

I got the same offer. However, clicking on the new link only takes me to a 20% off TT offer. Is anyone else seeing this? I plan to wait a few more days – hopefully, this is just a bug Fidelity will fix soon.

Precisely
Precisely (@guest_1784059)
January 23, 2024 15:59

EDIT: I see that it’s free when I log into TT. It must have carried forward the free Fidelity offer that I had originally clicked on in Dec.

Bill
Bill (@guest_1786496)
January 26, 2024 19:03

Yeah, the online version seems to be broken when you go to pay. The download version should be working for $5.

Peter
Peter (@guest_1786638)
January 27, 2024 01:38

What the url is looking like?

Bill
Bill (@guest_1787041)
January 28, 2024 00:55

If you qualify for the offer, it doesn’t matter, does it? Just click on the link at the bottom of your Portfolio page.

SY
SY (@guest_1765094)
December 25, 2023 19:14

There is a way to make this work for everyone.

bosox
bosox (@guest_1766055)
December 27, 2023 17:14
  SY

Do tell.

Bill
Bill (@guest_1766837)
December 29, 2023 00:36
  SY

Not anymore. Thanks to hackers like you, they’ve removed the offer for everyone. Hopefully it will be back in 2024 once they’ve fixed it.

Bill
Bill (@guest_1783605)
January 22, 2024 23:46
  SY

Oh, and the entire SD thread where this illegal hack was discussed has been removed

Ian
Ian (@guest_1765064)
December 25, 2023 17:33

Here are the direct links to the Fidelity offers. You’ll be prompted to log into your Fidelity account, and if you aren’t targeted for a certain offer, you’ll hit a 403 error after clicking the blue button.

Free TurboTax Premier ($5 for download): https://www.fidelity.com/accounts-trade/turbotax-discount-b

30% Off TurboTax (various offers available):
https://www.fidelity.com/accounts-trade/turbotax-discount-c
https://www.fidelity.com/accounts-trade/turbotax-discount-d
https://www.fidelity.com/accounts-trade/turbotax-discount-e

20% Off TurboTax: https://www.fidelity.com/accounts-trade/turbotax-discount

Be sure to try the better deal links first before the lower value ones. I found in my account, for example, that I qualified for both the 30% and 20% discounts, but after accidentally activating the 20% discount (by simply logging into my Intuit account), the 30% discounts would no longer show. 😥

Jon
Jon (@guest_1771305)
January 5, 2024 02:20

Has anyone been able to actually get these to apply? My account shows -c, but then Turbotax shows full price at checkout

DirtyLilRat
DirtyLilRat (@guest_1764729)
December 24, 2023 20:25

Guys, just use Cash App Taxes (formerly Credit Karm taxes, owned by HR Block). It’s 100% free and awesome. TT is overrated.

Bill
Bill (@guest_1761182)
December 19, 2023 11:00

Warning for those who have shared discounted copies of TT with friends/relatives in the past using this deal. TurboTax is now linking activation codes to TurboTax accounts, so once you’ve activated you need to login to that same TT account to install future copies with that code. In addition, they are attaching the code to the account that you purchased with, so it seems like you need to use that TT account to install and activate TT even for the first time. Bottom line is that buying multiple licenses on the same TT account is probably not a good idea.

Test
Test (@guest_1758055)
December 14, 2023 07:19

“Exclusive Savings: 30% off TurboTax®To help make doing your taxes easier this year, Fidelity has teamed with TurboTax. Take advantage of exclusive Fidelity savings of 30% off TurboTax federal products, designed for all levels of investing.”

Only for Turbo Tax Online…

Bill
Bill (@guest_1758271)
December 14, 2023 14:20

That’s probably the best discount there is for the online products. Even if they had that discount available for the download products it would not be as good as you can get from Amazon, Costco et al., so not a big deal.

Ian
Ian (@guest_1765067)
December 25, 2023 17:36

I actually found that th 30% discounts DID show for the downloadable products (at least for me). After clicking through to the link, I clicked the “Do it yourself” link at the top > Do taxes with Desktop software and the discounted prices showed up.

CG
CG (@guest_1757690)
December 13, 2023 16:50

cool. have been getting it for last 3 years, got it again

Sarah
Sarah (@guest_1759453)
December 16, 2023 07:32
  CG

Lucky you.

Andy
Andy (@guest_1757599)
December 13, 2023 14:03

Don’t appear to be targeted (I get 20%), but posting this for later in case it ever pops up:

https://www.fidelity.com/accounts-trade/turbotax-discount

Lucas A
Lucas A (@guest_1757576)
December 13, 2023 13:16

No clue how my lowly Fidelity balance got me Premium for free, but I’ll take it. I only had 20% off yesterday. At first glance, it looks like Premium will be fine for a W-2, 1099, and Schedule C income.

Bill
Bill (@guest_1757711)
December 13, 2023 17:30

Yes, you’ll be fine with Premium.

Are you an active trader? That will get it.

mangorunner
mangorunner (@guest_1757468)
December 13, 2023 10:10