Are you a Fidelity customer? If so, you can take advantage tax preparation offers from top brands including TurboTax & H&R Block. In fact, you can get up to a $20 discount or free TurboTax online products including Deluxe, Premier, and Self-Employed. (all Turbo Tax promotions here) Here’s how to get the Fidelity TurboTax discount.
Fidelity is Tax-Smart Investment Management w/ TurboTax:
Fidelity offers a number of 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:
How to Get the Fidelity TurboTax Discount:
If you have an account with Fidelity here’s how to get a discount on TurboTax:
- First, log in to your account at Fidelity.com
- Next, under Accounts & Trade, click on Tax Forms & Information
- Scroll down that page and you’ll see a Tax preparation offers section with links to TurboTax, H&R Block, and TaxAct discounts
- Click on the TurboTax logo where it says, “Save up to $20 courtesy of Fidelity“
- You’ll be brought to a page that gives details of the current TurboTax offer
- Scroll down and click, “Get TurboTax now and save up to $20“
- 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.
Fidelity Free TurboTax?
If you are a premium Fidelity client you may even qualify to get TurboTax Premier for free as it has the features that most Fidelity clients need such as investment or rental property income.
Tip: Fidelity customers probably don’t qualify for the TurboTax Free Edition because of the lack of features that it offers such as reporting investments
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.
Top 3 Fidelity TurboTax Discounts:
- Fidelity Free TurboTax for simple tax returns
- Up to $20 off with code: FIDELITY20
- Select Fidelity customers can get TurboTax Premier free
*Related: Does Chase have a TurboTax Discount?
TurboTax: Is the Fidelity Discount the Best Deal?
TurboTax distributes one semi-exclusive offer for their premier affiliates, like Fidelity, to promote. Though you may see this offer promoted by various banks, financial institutions, and tax blogs, it’s the same discount pricing.
How much can you save on TurboTax through Fidelity? You can get up to a $20 discount on TurboTax Deluxe, Premier, and Self-Employed as a Fidelity customer.
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!
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.
Thanks for visiting Mighty Taxes!