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tvmoore1212
New Member

How do I get fidelity service code to apply to fee?

no code with fidelity

5 Replies
mesquitebean
Level 15

How do I get fidelity service code to apply to fee?

Are you referring to the Fidelity "Up to $20 off" offer?

You don't use a service code.   You have to use a special TurboTax website accessed through the Fidelity TurboTax offer page.

See the 2 screen images below.

Important:   Before you go to the special discount site, clean up your browser, or it may put you right back in regular Online TurboTax with no discount.  Do this:

  • Log out of all Intuit accounts.
  • Clear your browser's Internet cache.
  • Delete any Intuit-related cookies.
  • Close the browser and reopen it.
  • Go to the Fidelity website to the special offer page:
    https://www.fidelity.com/tax-information/turbotax-discount/overview
  • Scroll down that page, and at the bottom there is a link to the discount portal page.
  • At the discount portal page, do not choose a product.  Instead click on the SIGN IN link.

Then go to that special portal page each time you sign into your return to work on it, and to file the return.  Verify your discount is being applied before filing.


jcbose
Level 3

How do I get fidelity service code to apply to fee?

Hi - I am tried it many ways but couldn't able to replicate the offer. So, when I imported 1099 and 1099DIVs from fidelity, I was not using the link. Later when I found the deal, I logged into the Turbotax through the offer link but unable to see the 20 USD discount anywhere. Can you please help?

mesquitebean
Level 15

How do I get fidelity service code to apply to fee?

 


@jcbose wrote:

Hi - I am tried it many ways but couldn't able to replicate the offer. So, when I imported 1099 and 1099DIVs from fidelity, I was not using the link. Later when I found the deal, I logged into the Turbotax through the offer link but unable to see the 20 USD discount anywhere. Can you please help?



I'm a fellow user, and this is a thread from last year.  But it should still work the same way this year.   Here are some things to try.

 

It's probably "remembering" through cookies/cache that you were working at the regular TurboTax website instead of through the special discount portal.  So see if this will resolve the issue:

 

Log out of TurboTax.

Empty your browser Internet cache and delete any Intuit-related cookies. 

Close the browser and reopen it.

Do NOT go to the TurboTax website, and do NOT log into TurboTax.

Instead go directly to this Fidelity page:

https://www.fidelity.com/tax-information/turbotax-discount/overview

 

Scroll down and click the link there that says "Get TurboTax now and save up to $20 off." 

 

You should then get the page shown in the image below (click to enlarge image.)

.

fidelity_discount.png

 

 

 

Scroll down that page and look at the pricing.  It should display the discounted prices ($50 for Deluxe Federal; $75 for Premier; $100 for Self-Employed.)

 

Then having confirmed that, do NOT choose and click on a product. 

Instead scroll back up  to the upper right and sign into TurboTax.

Once your return is open, see if it's now assigning your discount.   Here's how to check:

 

With the return open go to the left menu column and click on TAX TOOLS, then TOOLS.

In the Tools window, choose MY FEES.

 

If you continue to have trouble, here's how to reach TurboTax Support:

 

Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern), 7 days/week


FAQ: What is the TurboTax phone number?
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

 

Or use this contact form:
https://support.turbotax.intuit.com/contact

mesquitebean
Level 15

How do I get fidelity service code to apply to fee?

@jcbose 

ADDENDUM:

If those steps I just outlined for you worked, then each time you work on the return go to that Fidelity special offer page (link below) and click the link there to go to the special discount portal page, and then sign in at the Fidelity discount page shown in the image above.

 

i.e., go here first each time:

https://www.fidelity.com/tax-information/turbotax-discount/overview

rsp
New Member

How do I get fidelity service code to apply to fee?

Don't use the fidelity $20 offer, it will instead jack up prices and show discount on that, and overall you will see your price have increased. I prepared my return and used the fidelity link to get $20 off, and I had checked prices before clearing on the link , and after the using the fidelity link, overall my price went up. I saw individual items prices went up, and I am stuck now. As currently the only way to remove these affiliate offer is to start over, and I don't want to fill all the data, as my tax form is little complicated. In short I ended up paying more because of this fidelity offer. 

 

Don't use it. 

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