Save up to $20 on TurboTax Save up to $20 on TurboTax®

Fidelity is pleased to offer a special discount on TurboTax® to help you prepare your tax return.

Why take advantage of this offer with Fidelity

  • You'll get up to $20 off on TurboTax (Savings apply to all TurboTax federal products: TurboTax Online, TurboTax Live, and TurboTax desktop downloads)
  • Seamlessly import thousands of transactions directly from your Fidelity accounts into TurboTax using your Fidelity username and password, with TurboTax Premier
  • Enjoy year-round, unlimited advice and guidance on investment tax scenarios with TurboTax Live Premier*
  • You can direct deposit your tax refund into your Fidelity account

What you can import from Fidelity

  • Brokerage and other nonretirement accounts: Form 1099, cost basis, and direct deposit information
  • Individual retirement accounts (IRAs): Form 1099-R
  • If Fidelity processes your paycheck: W-2 information