Fidelity Investments is offering selected customers free access to TurboTax Online Premium (Federal and State), or $5 for the TurboTax Premier Desktop edition. To find out if you are eligible, it is suggested that you look for the offer under “Accounts & Trade” and then “Portfolio” and look for a tile with this offer.
Exclusive offer on TurboTax®
Fidelity is pleased to offer you a free federal and state tax return using TurboTax Online Premium, or for $5 use TurboTax Premier desktop download. Select the link below to access your offer.
However, a more direct method is to simply visit one of these links below directly, log into your Fidelity account, and see if the offer link works.
- Free TurboTax Online Premium link
- Fidelity 30% off TurboTax link (you may get a 403 error, which I assume means you aren’t targeted)
$5 for TurboTax Premier Desktop edition is a significant savings (worth at least ~$68 due to the lowest ever price of $73 at Amazon), but I don’t know that the lower 30% offer is really that much better than other discounts out there.
Special Offer: 30% off TurboTax
To help make tax time easier this year, Fidelity partnered with TurboTax. Whether you’d like a tax expert to file for you, help you along the way, or you’d like to file on your own, take advantage of 30% off all TurboTax federal products.
There are many theories as to what characteristics you need at Fidelity to qualify for this offer, but I don’t know that there is any single thing that applies. I have significant assets at Fidelity across a variety of account types, from a Solo 401k to IRAs to a taxable brokerage account, and I did not qualify. However, it’s a quick click and worth a moment to check.