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TurboTax Premier free for some Fidelity customers (Premium Services, Active Traders, Private Client), YMMV

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It's back! Select Fidelity customers are eligible to receive a free copy of TurboTax Premier. As best I can figure from posts last year, it seems to be Premium Services (>$250k) customers who are also Active Traders (see https://www.fidelity.com/trading/...ice-levels for a chart) or Private Client Group customers (> $1m in assets at Fidelity), but not everyone seems to get it. To see if you have the offer, login to your account and go to the Summary page if it's not your default (Accounts & Trade -> Portfolio). If you are eligible, you will see a box titled "Get TurboTax® Online Premier free" on the right side towards the bottom of the page with a link to go to the TurboTax site to "purchase" (see the attached image to see what it looks like). You can either use the online version, or look for "Download - Install TurboTax software on your computer. See Products" and you can get the downloadable version of Premier for free. You can get Windows or Mac, or both (just go in a second time or continue shopping after adding one version to your cart). If you need Home & Business, there is no discount online but once you install Premier, you can upgrade for only $10.

State software (one) is included but e-file is not free unless you're in NY, where it is free by law.

If you don't qualify for the free copy, there is a $20 off offer, but you can do better elsewhere.

If you are a good Fidelity customer and do not have the free offer, some people have reported contacting their rep and being given an account credit after buying it on their own. YMMV on that.

Last year's thread -- https://slickdeals.net/e/9567924-turbotax-premier-free-for-some-fidelity-customers-premier-services-active-traders-private-client-ymmv
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Created 12-19-2017 at 07:13 PM by MisterBill
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#2
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Last edited by duhmel December 20, 2017 at 02:50 PM.
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Last edited by MisterBill December 20, 2017 at 10:15 PM.
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#4
I got passed over again. No offer but $20 off.

I am done with Fidelity, Maybe we have different ideas of what a "large" account is. 38 year customer.
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#5
Quote from roadrunnercj
:
I got passed over again. No offer but $20 off.

I am done with Fidelity, Maybe we have different ideas of what a "large" account is. 38 year customer.
Do you see Premium Services or Private Client Group when you login (top right corner) or on you statement? If you don't see the offer online, you may be able to get reimbursed for your purchase. Check with your rep.

BTW the offer will NOT be on the same page as the $20 discount offer. You need to look on your Summary page.
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#6
Didn't have it on my account, but wife has it on hers. Thanks, OP!
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#7
I tried to download Premier this evening via the Fidelity link, but the turbotax website wanted me to pay $99 for it. I guess I'll try again tomorrow.
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#8
Quote from lorcha
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I tried to download Premier this evening via the Fidelity link, but the turbotax website wanted me to pay $99 for it. I guess I'll try again tomorrow.
Are you saying you have the free offer on your Fidelity page but when you got to TT it wanted $99? That's odd, have not heard of that happening. Are you blocking cookies or something like that?
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#9
It's there.... Like usual, you have to *hunt* for it.... Frown

Get TurboTax® Online Premier free

Receive a free federal and state tax return
TurboTax® will automatically import your Fidelity account info
Get your refund quickly by direct depositing into your Fidelity account
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12-19-2017 at 09:47 PM
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#11
Quote from rotorrocket
:
Last year I'll need TurboTax. New tax reform makes figuring out your taxes super simple.
Ha ha ha ha! That's funny! If anything, you'll need it more to figure out how to get the promised reduction in taxes that's just BS.
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#12
Quote from laptopquestions
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It's there.... Like usual, you have to *hunt* for it.... Frown
Not that difficult. As I said in the OP -- To see if you have the offer, login to your account and go to the Summary page if it's not your default (Accounts & Trade -> Portfolio).
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#13
Where are the better than $20 off offers?
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Quote from MisterBill
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Not that difficult. As I said in the OP -- To see if you have the offer, login to your account and go to the Summary page if it's not your default (Accounts & Trade -> Portfolio).
Sorry, it is *buried* on the bottom of my login page. Wouldn't have found it unless looking for it Wave The *ahem* 'Accounts & Trade -> Portfolio' reference has the same problem Applause
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Quote from MisterBill
:
Are you saying you have the free offer on your Fidelity page but when you got to TT it wanted $99? That's odd, have not heard of that happening. Are you blocking cookies or something like that?
Exactly. I had the free offer, but when I tried to download the CD, it wanted $99 even though on the TT page it said $0. I don't block cookies, but I do have adblock.
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