Fidelity discount not being applied

Forum|Forum|3 years ago
March 16, 2023
7 replies
63 views

According to Fidelity & Intuit, I should get a 100% discount on TT Premier. I've followed all the instructions, but no discount is being applied at all.

robtm

Level 10

Did you sign into Turbotax from your Fidelity account? I'm rather curious as to how you got to the 100% offer from Fidelity. All I get is a 20% discount on the Fidelity website. Exactly what steps did you go through? Please reply as I sure would like to know. Thanks.

jk102Author

Level 2

Yes - via the Tax Docs > Tax Services Offers path, and then logging into TT from there. Maybe it has something to do with Fidelity customer type, but I very clearly see a 100% discount offer (price of $0 from $89).

TT is not applying any discount for me though (?).

VolvoGirl

Level 15

Was it for the Online version or the Desktop program? Maybe you are in the wrong one.

How to get the partner discount

https://ttlc.intuit.com/community/charges-and-fees/help/how-do-i-get-my-turbotax-affiliate-partner-discount/00/26509

This is for last year but maybe it will help? Jan 20, 2022 Good post to get Fidelity Desktop program

https://ttlc.intuit.com/community/taxes/discussion/how-do-i-download-tubrotax-software-for-windows-premier-provided-from-fidelity-as-i-do-not-want-to/00/1280179

jk102Author

Level 2

I get a prompt asking if I already have an online account or need to create one, so clearly not the Desktop version.

I'm not even getting the $20 discount applied, so something is broken.

SForrestLO

Level 11

Please see this help article regarding Affiliate Discounts.
How do I get my TurboTax affiliate partner discount?

If you need further assistance, please contact support.
This FAQ will provide you with the steps to contact an agent.
Customer support is available from 5 a.m. to 9 p.m. Pacific time daily.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

danilol

Level 5

First go to fidelity website and search that promo of 30% on turbotax. Under that promo, there is a blue bar labeled as " save 30% on turbo tax" click that bar, it will direct you to the website of turbotax,

DO NOT SIGN IN on the right top , CLICK " GET STARTED" at the left bottom. Then follow up instruction to log in you turbo tax account and file . You will get discount.