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.
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I qualified for the 30% off but you don’t want to use that offer, they charge you $69 for federal and $39 for state or$108 total where you can buy permier for $82 for both on Amazon!
Personally I got the deal a while back for $66 for both and a $10 gift card.
Getting 403 errors
Lots of SlickDeals reports also indicate 403 errors. I hope this clears up soon…I’d like to give their download a try.
I’ve used H&R Block download for many years and am quite familiar with it.
I’d like to try TurboTax though for comparison.
I qualified for the offer, but I got an error “A 403 error occurred while acquiring the url to the Partner” after clicking on Get started now.
Same issue for me.
Same issue for me. “…A 403 error occurred while acquiring the url to the Partner ..Please wait”.
Same issue – 403 error
Same here.
Probably too good to be true, so server is overloaded. Will wait a few days and will try again.
I just have an HSA with fidelity so don’t see he offer. My brother has The offer. Do you think he can download and I can copy to my computer??
I looked and H&R Block Deluxe was going for $20 during Black Friday. It does include free State prep too.
I used H&R Block last 2 years and liked it better.
I been using CashApp Taxes(Formerly Credit Karma) for a few years now both Federal and State filing is free, interface is not bad, however not as slick as Turbotax.
Desktop download worked great. Total cost with tax: $5.15
IIRC, you need to be classified as an “Active Trader” to quality for the Free ($5 download) Turbo Tax Premier
A couple of years ago, I volunteered (for 4 years in addition to working full time at another job) at AARP’s Volunteer Tax Assistance Center (VITA), we used TaxSlayer. https://www.taxslayer.com/blog/how-to-file-taxes-for-free/
https://www.irs.gov/individuals/free-tax-return-preparation-for-qualifying-taxpayers
We generally did not decline any income, but we did not help if a client had a business…all for free.
I think it’s a high bar for most to clear. Per a Fidelity rep, one qualifier is $1 million+ in non-retirement assets.
This was definitely not true during the last 4 years. You had to qualify as active trader (which meant something like 50 trades per year) and asset threshold was a lot lower than 1M (more like 200k).
Yep, based on commentary in other blogs, it sounds like they may have tightened the qualifications. I believe they also used to offer it to those who qualified for “Premium Services” ($250,000+ portfolio value). If you’re able to qualify this year just for being an active trader, be sure to let everyone know. To qualify for their Active Trader Services level, you have to have 120+ trades in the past 12 months and a $250,000+ portfolio value. To qualify for their Active Trader VIP level, you have to have 500+ trades in the past 12 months and a $1,000,000+ portfolio value.
Jonathan, Amazon went live with their yearly turbo tax deal. Today only (12/27), premier version is $65 with a $10 gift card bundle. Please post for your readers
Thanks for the tip.