Fidelity: Free TurboTax Premier For Some

Update 12/17/24: Deal is back for 2024.

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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236 Comments
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ren
ren (@guest_1995902)
February 2, 2025 10:31

Hello  William Charles here’s a TurboTax deal that I found in a banner ad: If you file your taxes with the TurboTax app by February 18th, it’s free (only if you didn’t file with TurboTax last year.)

and it looks like everything is free even if you are a sole proprietor and maybe even the states are included?
The graphic in the ad with the woman in the blue shirt cycles through and it says “all forms, all complexities”

It looks like a way to get QA beta testers for their app, but free is free

https://blog.turbotax.intuit.com/mobile-app-offer-npd/?cid=soc_ob_p_ma_20250124_bclp_static1_all_maoffer_ls_traffic_static_none&dicbo=v4-QDXDYY9-1079418083-1#offer-details

Felix
Felix (@guest_1993879)
January 30, 2025 00:12

where is the $5 download version? The link only have the free online

c3
c3 (@guest_1994457)
January 30, 2025 22:26

navigate from the “menu bar” at the top

c3
c3 (@guest_1985444)
January 15, 2025 02:29

The “free” link went live yesterday. The download version is available for $5.

c3
c3 (@guest_1979237)
January 4, 2025 21:44

The free TurboTax offer (placeholder) just showed up in my account today. It was just 25% off yesterday, so they may not be done with adding the free offers yet.

Jay
Jay (@guest_1980361)
January 6, 2025 23:35
  c3

Same. I have a fairly sizable set of account balances at Fidelity, but am not categorized as Premium or Private Client service tiers presently (lacking the little “chip” you see on web on the upper right.

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 mid-January.

Check back soon

JD
JD (@guest_1980420)
January 7, 2025 05:35
  c3

Thanks, just saw it now as well.

GrimR
GrimR (@guest_1973764)
December 22, 2024 12:42

as usual, 25% off. waste

CG
CG (@guest_1972507)
December 19, 2024 11:01

have had it last 2 years but no dice this year

wilsonhammer
wilsonhammer (@guest_1972058)
December 18, 2024 15:27

Don’t give TT your money or your data

AdoptaPetInstead
AdoptaPetInstead (@guest_1972437)
December 19, 2024 07:01

Why?

tamago
tamago (@guest_1972051)
December 18, 2024 15:12

i dont see on the summary page, but clicking the link brings up 30%. damn all previous years i had free.

Jay
Jay (@guest_1972017)
December 18, 2024 14:16

For the love of god don’t give those crooks your data even for free

JD
JD (@guest_1972049)
December 18, 2024 15:11

Which crooks, Fido or TT? Or both…should I move everything to Moomoo and Webull? CCCP here I come!

Click
Click (@guest_1972697)
December 19, 2024 16:33
  JD

… or the IRS?

Trey
Trey (@guest_1971975)
December 18, 2024 13:25

Cash App Taxes is completely free for Federal and State.

AdoptaPetInstead
AdoptaPetInstead (@guest_1972446)
December 19, 2024 07:31

Are there any limits for this? Like free for only specific thresholds?

dmachop
dmachop (@guest_1973220)
December 20, 2024 15:59

It is kind of a pain if you have your robo investments – cash app wouldn’t be my option.

AdoptaPetInstead
AdoptaPetInstead (@guest_1973270)
December 20, 2024 17:01

That’s good to know! I actually dialed down my robo investing to cut down on the tax headache.