Special discounts on tax preparation services through Fidelity

Fidelity is pleased to offer special discounts with TurboTax®, TaxAct®, H&R Block®, and EY TaxChat.

Why take advantage of this offer through Fidelity.com

  • Get discounts on a range of tax preparation services and choice of multiple providers to fit your needs
  • Automatically import most investment information directly from your Fidelity accounts using your Fidelity username and password* (does not apply to EY TaxChat)

    • Includes brokerage and other nonretirement accounts: Form 1099, cost basis, and direct deposit information
    • Individual retirement accounts (IRAs): Form 1099-R
  • Easily direct deposit your tax refund into your Fidelity account for additional savings

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