The Fidelity TurboTax discount gives you up to $20 off the following tax preparation products: In this article, I’ll show you how to get the Fidelity tax perk to save money on tax prep. If you have a Fidelity account, you can do that by taking advantage of the investment company’s TurboTax tax preparation products. Luckily, there’s a discount at Fidelity, one of money expert Clark Howard’s favorite investment companies. But here at, we want you to save money at every turn, even when it’s only to get your taxes done. If you don't qualify for the free deal, they also offer a $10-$20 discount to everyone else.Tax time means millions of Americans will be either getting some money back or paying the Internal Revenue System (IRS). I wasn't sure if it would be available this year again since they switched to $0 trading commissions, but it is and I've already downloaded mine. including all my trades for cap gains taxes. Intuit does some pretty bad things to protect their TurboTax cash cow, but I end up using this each year anyway since it's free and it seamlessly downloads all my Fidelity info, esp. Cost of additional state returns are the responsibility of the client. Applies to Federal returns and one state return only. * Active traders who trade 120+ trades per calendar year and has one or more nonretirement account(s).Ĭertain covered clients: Private Wealth Management (PWM) client and owns one or more nonretirement account(s) or PCG, Premium, and ATS clients with minimum assets of either: PWI assets of $1,000,000 or more and PI assets of at least $500,000 and own one or more nonretirement account or Nonretirement assets $1,000,000 or more. They've been doing this since at least 2015, maybe longer.

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