![]() Therefore, I purchased the TurboTax CD at Costco at a reduced price and used my usual method to prepare my taxes.įidelity gave me the opportunity to complete my taxes with TurboTax at no cost! I had planned on using TurboTax regardless, but the added benefit of getting the Premier version for free was a fantastic bonus.įidelity is fantastic! I have a tip for anyone completing their taxes with TurboTax! On the summary page for my portfolio investments, I scrolled down to the bottom and discovered a link for TurboTax that stated I could do my taxes at no cost! I had already planned to use TurboTax, but now I can do so without any additional cost. My Fidelity financial advisor was unable to provide an answer to my queries. Upon logging into my account, I received a notification that I was eligible for the free TurboTax Premier version. Why not give it to the ones who’d actually use it?įidelity needs to provide more helpful information regarding the free version of TurboTax for its clients. Seems kinda pointless to me – most millionaires are going to need a CPA, not an off the shelf product. Remember that this offer is exclusively available to “select Fidelity customers” only. If the TurboTax Premier offer is not visible in your account summary, it indicates that you are not eligible. Step 4: You’ll be taken to Intuit’s TurboTax website, where you can follow the instructions and claim your offer. Step 3: Scroll down to the bottom of the page and click Get TurboTax Online Premier free or Get started now. TurboTax Premier 2021, Federal and State Returns + Federal E-file (State E-file Additional Cost), Mac Download (E-Delivery) Keep More of Your Investment and Rental Income 5 Free Federal E-files, 1 State Product (State E-file Additional Cost) Extra Help for Stocks, Bonds, Mutual Funds, and Employee Stock Plans Searches 350+ Deductions and Credits Requires macOS Catalina 10. ![]() Step 2: Once logged in, you should land on the Account Summary page. Once you have established that you are eligible for the free TurboTax Premier from Fidelity, here is what you need to do. However, you can still get a 5-25 discount on TurboTax Online products with no need to enter a service code: Top 3 TurboTax Military Discount Codes. You’ll get up to $20 off TurboTax federal products: TurboTax Online, TurboTax Live, and TurboTax desktop downloads.
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