2892510
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes - One Big Beautiful Bill on Aug 6! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Fidelity brokerage offered free federal and state filing. why is turbotax charging for the premier service?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

11 Replies

Fidelity brokerage offered free federal and state filing. why is turbotax charging for the premier service?

https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/get-turbotax-affi...

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
CarissaM
Intuit Alumni

Fidelity brokerage offered free federal and state filing. why is turbotax charging for the premier service?

When you started your return, was it started by clicking on the Fidelity page or on Turbo Tax? @erobles_tax 

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

Fidelity brokerage offered free federal and state filing. why is turbotax charging for the premier service?

I have tried all of the suggestions to get the Fidelity sponsored free premier turbotax offer but when I click file, I am still being charged the discounted rate of 74.00   Where is my free filing offer?

TiffanyL
Intuit Alumni

Fidelity brokerage offered free federal and state filing. why is turbotax charging for the premier service?

@marvin5679 

 

Did you start your return on the affiliate partner's website? If you have already filed your return, our agents are unable to apply or issue you a refund for the affiliate discount if your return was prepared using the regular TurboTax.com site.

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

Fidelity brokerage offered free federal and state filing. why is turbotax charging for the premier service?

I began from the TurboTax link on the Fidelity page followed the steps in the instructions (see below the pop-up.  When I click on "my fees" I get this pop-up window.  What else do I need to do to get the correct pricing?

 
 

My TurboTax Fees

TurboTax Premier$89.00  
TurboTax State: Michigan$59.00  
 

 

Total Due:$148.00* 
 

plus applicable sales tax

 

 

If your affiliate partner discount for TurboTax is not applied

If you followed the preceding steps and your affiliate discount has not been applied, try deleting your cookies. Then follow these steps:

  1. Go back to the special website provided by your bank, credit union, or insurance company, and select the TurboTax link or icon
    • This will take you to the special TurboTax-branded affiliate site with the discounted pricing
  2. Sign in to TurboTax and open or continue your return
  3. Select Tax Tools on the left, and then Tools
  4. Now select the My Fees button. It should show the discount
Seahorse2
New Member

Fidelity brokerage offered free federal and state filing. why is turbotax charging for the premier service?

In my opinion the free Premier filing is a scam between Fidelity and TurboTax.  After doing all the entries and getting ready to file - TurboTax holds you hostage and only gives the customer the option of paying full price, or going elsewhere to file.  I personally did not think that Fidelity would participate in this shoddy style marketing.  Can we trust our finances to these type organizations - or go elsewhere ?   If your employer uses Fidelity for it's retirement plan it may be time to voice your comments to the H R department .

Fidelity brokerage offered free federal and state filing. why is turbotax charging for the premier service?

Deleting my cookies didn't work.  I've done it twice.  I deleted all my "Cookies and other site data" and my "Cached images and files" in Chrome for "All Time."  Then I restarted my laptop.  Then I went to "My Fees" and it still says $89 for federal and $59 for state for a total of $148.  What should I do now?

MoniqueLO_
Intuit Alumni

Fidelity brokerage offered free federal and state filing. why is turbotax charging for the premier service?

Please feel free to contact Customer Support so they can assist you with this. You will want to use the keywords billing issues when you call so you get to the right person.

@rlafave-1 
 

Fidelity brokerage offered free federal and state filing. why is turbotax charging for the premier service?

Scam, yes, but I blame it on TurboTax.   Although Fidelity should check it out for viability before endorsement.   

Fidelity brokerage offered free federal and state filing. why is turbotax charging for the premier service?

Shame we have to call and after filing get no recourse,  no refund of $89 required to file!  Just won't ever use turbo tax abain.

Seahorse2
New Member

Fidelity brokerage offered free federal and state filing. why is turbotax charging for the premier service?

It has happened to me twice and I have 4 accounts with Fidelity.  As many complaints I see - it may be a set-up that both Fidelity and TurboTax know happens.  I did not think that Fidelity would get involved in a "scam" like this.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question