Save up to $20 on TurboTaxSave 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)
  • You can automatically import most investment information directly from your Fidelity accounts into TurboTax using your Fidelity username and password—TurboTax will do the rest*
  • 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