fidelity turbotax discount

Fidelity TurboTax Discount or Free? Best Offer Now • 2024

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Are you a Fidelity customer? If so, you can take advantage of tax preparation offers from top brands including TurboTax, and you won’t even need a service code. In fact, you can get an affiliate discount on TurboTax online products including Premium and LIVE editions. Here’s today’s best promotion plus how to get the Fidelity TurboTax discount.

Fidelity: TurboTax discount | Free TurboTax? | Tax-smart investing

Best Deal Now:

You don’t have to be a Fidelity customer to take advantage of our exclusive discount. Just click below for up to $20 off TurboTax Online directly from Intuit:

turbotax coupon logo new
Online: 10% Off
1. Save up to an extra 20% online on Deluxe and Premium including LIVE...Show More
1. Save up to an extra 20% online on Deluxe and Premium including LIVE. Click to apply discount pricing on turbotax.intuit.com: Show Less

If you are a Fidelity client you may be entitled to a special discount or free TurboTax for preferred customers. Here’s how it works.


How to Get the Fidelity TurboTax Discount:

fidelity turbotax discount

If you have an account with Fidelity here’s how to get a discount on TurboTax:

  1. First, log in to your account at Fidelity.com
  2. Next, under Accounts & Trade, click on Tax Forms & Information
  3. Scroll down that page and you’ll see a Tax preparation offers section with links to TurboTax, H&R Block, and TaxAct discounts
  4. Click on the TurboTax logo where it says, Save up to $20 courtesy of Fidelity
  5. You’ll be brought to a page that gives details of the current TurboTax offer
  6. Scroll down and click, Get TurboTax now and save up to $20
  7. You’ll be taken to an offer page at TurboTax.Intuit.com

No service code is necessary to get a discount on TurboTax through Fidelity.com.


Does Fidelity Offer Clients Free TurboTax?

It’ i’s possible that Fidelity offers select clients complimentary tax or finance products such as TurboTax Premium as it has the features that most Fidelity clients need such as investment or rental property income.

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However, Fidelity customers probably don’t qualify for the TurboTax Free Edition because of the lack of features that it offers such as reporting investments and capital gains.

How do Fidelity customers get TurboTax for free? If Fidelity offers TurboTax free you should be notified in January via email and in your Fidelity.com account. If so, you may be given a special service code that you’ll be prompted at checkout to get TurboTax for free.

*Free for simple returns only, ~37% of taxpayers qualify. Form 1040 + limited credits only


Is the Fidelity Discount the Best Deal?

TurboTax distributes an affiliate offer to their partners including Fidelity. Though you may see this offer promoted by various banks, financial institutions, and tax blogs, it’s the same discount pricing.

Also, If you are in the military or USAA, you may be able to file your Federal and State taxes free with TurboTax!


No TurboTax Fidelity Discount Now?

This is a great discount, but you don’t have to be a Fidelity customer to take advantage of the same promotion for up to $20 in savings. The same discounted TurboTax online products are available through the coupon below:

Tip: Fidelity TurboTax discount not working? If you were already logged into your TurboTax account, site security may be blocking the coupon. Try logging out of your account, clicking the coupon, and then logging back in!


Fidelity is Tax-Smart Investment Management w/ TurboTax:

Fidelity offers numerous tax-smart techniques for reducing the impact of taxes on your account.

TurboTax is the number one name in taxes, and that’s probably why Fidelity is an affiliate and usually promotes a Fidelity TurboTax discount. If you are a Fidelity customer you should be able to get a discount on TurboTax online products. Here’s how:


More Discounts for Finance & Taxes

I hope you’re able to go through your Fidelity account to get a great deal on TurboTax this year! A number of other financial institutions also offer a discount on TurboTax including Bank of America, Amex, TD Bank, and Robinhood,

We also have more finance deals including subscription discounts for The Wall Street Journal.

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