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.

$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.

“The editorial content here is not provided by any of the companies mentioned, and has not been reviewed, approved or otherwise endorsed by any of these entities. Opinions expressed here are the author’s alone. This email may contain links through which we are compensated when you click on or are approved for offers.”

Select Fidelity Customers: Free TurboTax Premium Online ($5 for Download) from My Money Blog.


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