Joined Jan 2004
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Forum Thread
YMMV - PSA Fidelity free TurboTax® Online Premier now available to select customers.
January 6, 2020 at
08:56 PM
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Fidelity
Thread Details
Last Edited by LowRoller January 12, 2020 at 10:49 AM
Fidelity is once again offering free TurboTax Preimer for select customers. Data points suggest Private Client Group and Active Traders should are it after logging in on desktop version of webpage.
https://www.fidelity.co
https://www.fidelity.co
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Now that commission are $0, that's one less item to differentiate Fido from Schwab from etrade to Vanguard etc.
Majority of high net worth will likely have to file taxes so this would have value to most people. Low cost move to differentiate Fido from other brokerages.
You are also confusing that being high net worth require having complex investments that require an accountant to manage or file taxes whether neither are true.
You can be sitting on $20K or $5 million in a total market index fund at Fidelity and don't need an accountant to file taxes.
Same here (I have 529 accounts only).
FYI, and apologies if already stated by others, once you get free Premier successfully installed, you can UPGRADE to Home&Business for only $10 by launching TT, hitting HELP in upper left of TT and select UPGRADE. Very Slick!! Thank you OP and all others commenting here!! And Repped!
BTW and FWIW, I'm not in any active trader programs, but have gotten the offer for the past three years including this year's TY2019 offer...
thanks for feedback..
glad it worked as i suggested..
thanks for feedback..
glad it worked as i suggested..
Your inputs were very helpful!! Thank you:-)))
look for posts where someone had 1 penny in a "non retirement account" & got the offer.
it is overall assets total..
also, as pointed out....not all "high value" client need cpa/accountant.....
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After clicking the Download button, you get the second page. Click the Buy button, and go thru the process as if you're buying. When finished, it will present the actual download link with the registration/activation code.
Sign up for a Slickdeals account to remove this ad.
look for posts where someone had 1 penny in a "non retirement account" & got the offer.
it is overall assets total..
also, as pointed out....not all "high value" client need cpa/accountant.....