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swlightn
New Member

I use a free Turbotax Premier 2022 online from Fidelity. Until 2021, I didn't need to pay, but 2022 need to pay $59. It said Receive a free federal and state tax return.

Fidelity shows as follows.

Get TurboTax® Premier free
Receive a free federal and state tax return
TurboTax® will automatically import your Fidelity account info
Get your refund quickly by direct depositing into your Fidelity account
Get started now

Please tell me why I need to pay

California tax return
$59
Your tax return is 100% accurate and complies with all of California's tax laws
Save time—we automatically transferred your federal info to your state return so you didn't have to start from scratch
Maximized deductions and credits—we searched through all of California's deductions and credits to help boost your tax savings
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2 Replies
TiffanyL
Intuit Alumni

I use a free Turbotax Premier 2022 online from Fidelity. Until 2021, I didn't need to pay, but 2022 need to pay $59. It said Receive a free federal and state tax return.

@swlightn 

 

May I ask did you start your return on the affiliate partner's website

 

Our agents are unable to apply or issue refunds for affiliate discounts if the return was prepared at the regular TurboTax.com site.

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swlightn
New Member

I use a free Turbotax Premier 2022 online from Fidelity. Until 2021, I didn't need to pay, but 2022 need to pay $59. It said Receive a free federal and state tax return.

Yes, I started from Fidelity site and used that link.
I used this method from Turbotax 2017 and no problem until now.

After entering basic information, it proceeded to payment.
It shows $0 and I proceeded it.
That's why Federal tax part is free.

I don't know why state tax part was not processed at the same time.

I added other tax information one by one and when I print pdf file, it does not show state tax in pdf.
Only preview was available.
It said CA tax document is not ready yet.

So, I keep adding other tax information.

When I finished addition, it passed review and file stage.
At this time, it requires to pay $59 for CA tax.
This is the not the original agreement of Fidelity and turbotax.

I retried multiple time with Fidelity's link and finally got $0 payment for CA tax.
Somehow, it was solved.

I think it should be free for both Federal and State tax including e-filing for Fidelity's Active trader tier customer.
I received this benefit from 2017.

Somehow, CA tax document was not ready when I first purchase it and after it is available Turbotax think I'm the general user.
If I use the general link, Federal tax cannot be free.

I also called with your representative over the phone.
She did not have enough information about it.

Federal tax is free means I used Fidelity's active trader link properly.
Nobody understands about this fact.
Also, you may not have $0 payment information.
Representative only listed up for over $0 payment.
If you can check $0 payment, it would be easier to check what is going on.

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