How To Get TurboTax for Free From Fidelity (2022–2023)

Welcome to our guide on how to get TurboTax for free from Fidelity for the 2022-2023 tax season.

Fidelity 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.

In this tutorial, I will be covering two things:

  • Who’s eligible for the Fidelity free TurboTax program.
  • How to claim your offer.

Fidelity Free TurboTax Requirements

Fidelity will offer its client a free copy of the TurboTax Premier 2022 when meeting one of the following requirements.

Fidelity customers who do not meet the requirement can still get TurboTax for cheaper. You’ll get up to $20 off TurboTax federal products: TurboTax Online, TurboTax Live, and TurboTax desktop downloads.

How to Get your Fidelity TurboTax Offer

Once you have established that you are eligible for the free TurboTax Premier from Fidelity, here is what you need to do.

Step 1: Log in to your Fidelity account.

Step 2: Once logged in, you should land on the Account Summary page.

Step 3: Scroll down to the bottom of the page and click Get TurboTax Online Premier free or Get started now.

Step 4: You’ll be taken to Intuit’s TurboTax website, where you can follow the instructions and claim your offer.

If the TurboTax Premier offer is not visible in your account summary, it indicates that you are not eligible. Remember that this offer is exclusively available to “select Fidelity customers” only.

💬 Community Discussion

Pete D:

Seems kinda pointless to me – most millionaires are going to need a CPA, not an off the shelf product. Why not give it to the ones who’d actually use it?

William H:

Fidelity needs to provide more helpful information regarding the free version of TurboTax for its clients.

Upon logging into my account, I received a notification that I was eligible for the free TurboTax Premier version. My Fidelity financial advisor was unable to provide an answer to my queries. Therefore, I purchased the TurboTax CD at Costco at a reduced price and used my usual method to prepare my taxes.

Cara B:

Fidelity 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.

James S:

Fidelity 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. I am extremely pleased with this.

Hi! I'm Diego, 38, and I currently reside in New York. I work as a financial analyst. I primarily focus on initiatives involving research and data analysis.

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