![]() 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. The easiest way to check if your account is eligible for the free TurboTax download is by checking the Account Summary page in your Fidelity account. TurboTax Home & Business 2023 for $85.99Įligibility for Fidelity’s free TurboTax offer appears to vary based on undisclosed criteria.TurboTax Deluxe + State 2023 for $45.99.I believe this is the lowest price available. I found a deal on Amazon for TurboTax software from $37.99. While Fidelity’s offer is enticing, not all Fidelity customers qualify. Searching for the desktop product by using the “help” feature on the site.Accessing the TurboTax download link directly via this link.Preference for desktop version: Finding the desktop TurboTax version was challenging. Contacting Fidelity’s customer service for assistance.Enabling “beta view” in the Fidelity account settings.Trouble finding the offer: Some couldn’t locate the free TurboTax option. Remember that this offer is exclusively available to “select Fidelity customers.” Reported Problems and Solutions If the TurboTax Premier offer is not visible in your account summary, it indicates that you are not eligible. Be patient if it’s not visible immediately. Some users reported their free offer didn’t show up until January. Step 4: Click on Get started now to redeem your offer. If your Fidelity account is eligible for the free TurboTax software, you’ll see a text that says, “ Get TurboTax Online Premier free.” Step 3: Scroll down to the bottom of the page. Step 2: Once logged in, navigate to the Summary tab for All Accounts. Use a web browser, not your Fidelity mobile app. To check if you qualify for the free TurboTax offer: How To Download Your Free Fidelity TurboTax Premier ![]() You’ll get up to $20 off TurboTax federal products: TurboTax Online, TurboTax Live, and TurboTax desktop downloads. Use various account types, including retirement, non-retirement, CMA, credit/debit card, and HSA accounts.įidelity customers who do not meet the requirement can still get TurboTax for cheaper.Private Client Group customers (> $1m in assets at Fidelity, not all 401(k)).Customers of Premium Services with over $250,000.The following requirements are supported by past experiences and data. Who’s eligible for the Fidelity free TurboTax program.įidelity’s TurboTax Premier deal isn’t explicitly outlined on its website.In this tutorial, I will be covering two things: Welcome to our guide on how to get TurboTax for free from Fidelity for the 2023-2024 tax season.įidelity customers have the opportunity to take advantage of this exclusive offer, which allows them to file their taxes with TurboTax Premier Online at no cost. ![]()
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