<\/span><\/h2>\nThe TurboTax Fidelity Discount<\/b> is a special offer available to Fidelity Investments customers that allows them to save on tax preparation software. But what exactly is the TurboTax Fidelity Discount<\/b>? This section will explain the details of the discount, including how to verify your eligibility and redeem the offer. We’ll also provide step-by-step instructions on how to access the TurboTax Fidelity Discount<\/b> so that you can take advantage of this valuable benefit.<\/p>\n<\/span>What is the TurboTax Fidelity Discount?<\/span><\/h3>\nThe TurboTax Fidelity Discount is an exclusive discount offered to Fidelity Investments customers. It provides a discount on TurboTax tax preparation software, making it more affordable and accessible for Fidelity customers. By taking advantage of this discount, you can save on the cost of preparing your taxes while still benefiting from the trusted TurboTax platform.<\/p>\n
<\/span>How to Verify Your Eligibility<\/span><\/h3>\nTo be eligible for the TurboTax Fidelity Discount, you must be a Fidelity Investments customer. This discount is specifically designed to reward Fidelity customers for their loyalty and provide them with additional savings during tax season. To verify your eligibility, simply log in to your Fidelity Investments account and follow the instructions to access the TurboTax Fidelity Discount.<\/p>\n
<\/span>Redeeming the Offer<\/span><\/h3>\nOnce you have verified your eligibility, redeeming the TurboTax Fidelity Discount is a straightforward process. Simply follow these steps:<\/p>\n
\n- Log in to your Fidelity Investments account.<\/li>\n
- Navigate to the TurboTax section or tax services section.<\/li>\n
- Click on the TurboTax Fidelity Discount offer.<\/li>\n
- Follow the instructions to access the discounted TurboTax software.<\/li>\n
- Complete your tax preparation using TurboTax.<\/li>\n<\/ol>\n
By following these steps, you can easily redeem the TurboTax Fidelity Discount and save on your tax preparation software. It’s a simple and convenient way to maximize your savings during tax season.<\/p>\n
<\/span>Steps to Access TurboTax via Fidelity Investments<\/span><\/h2>\nAccessing TurboTax through Fidelity<\/b> Investments is a straightforward process that can be completed in just a few simple steps. By following these steps, you can seamlessly integrate TurboTax into your Fidelity Investments experience and simplify your tax preparation process.<\/p>\n<\/span>Navigating the Fidelity Platform<\/span><\/h3>\nTo access TurboTax through Fidelity Investments, start by logging into your Fidelity Investments account. Once you are logged in, navigate to the “Accounts & Trade” section of the platform. From there, select “Tax Resources” or a similar option, which will typically be located in the main menu or under the “Tools & Research” tab. This will take you to the TurboTax integration page.<\/p>\n
On the TurboTax integration page, you will find information about the benefits of using TurboTax through Fidelity Investments, as well as a link or button to access TurboTax. Click on the provided link or button to proceed.<\/p>\n
At this point, you may be prompted to verify your identity or provide additional information. Follow the on-screen instructions to complete the verification process, ensuring the accuracy and security of your account.<\/p>\n
<\/span>Linking TurboTax and Fidelity Accounts<\/span><\/h3>\nOnce you have accessed TurboTax through Fidelity Investments, you will need to link your TurboTax and Fidelity accounts. This allows for seamless transfer of relevant financial information between the two platforms, simplifying the tax preparation process.<\/p>\n
To link your accounts, follow the instructions provided by TurboTax. Typically, you will be asked to log in to your Fidelity Investments account again and provide authorization for the integration. This step ensures that the necessary data is securely shared between your Fidelity and TurboTax accounts.<\/p>\n
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