Joined Jan 2004
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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 m/
https://www.fidelity.co
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145 Comments
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I've been with Fido for 10 plus years and have only gotten this last 2 or 3 years. A combined 401k and non-401k balances totaling > $1 million didn't do anything until non-401k balance >$1 million. Only traded 5 times a year.
Ahahaha, do you really believe millionaires want to waste money? Self discipline is one of the most important character traits when it comes to saving. Millionaires that are carelessly wasting $40 here, $20 there will one day find themselves no longer being one. It is simple math and logic that apparently eludes many.
Costco store has a good price now
I know someone who has this account but doesn't use TurboTax so I wonder if the code is transferable?
Thanks
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Also, everyone gets the $20 off offer. Even people who get it free get that offer. It's on a different page entirely, unless things have changed recently.
The free offer is at the bottom of the Accounts & Trade -> Portfolio page.
The discount offer is on Accounts & Trade -> Tax Forms & Information (https://www.fidelity.co
Also, everyone gets the $20 off offer. Even people who get it free get that offer. It's on a different page entirely, unless things have changed recently.
The free offer is at the bottom of the Accounts & Trade -> Portfolio page.
The discount offer is on Accounts & Trade -> Tax Forms & Information (https://www.fidelity.co
Has anyone try to get both Online and Download for free from Fidelity?
I need the download version to do multiple tax returns for the family but I wouldn't mind doing my tax return online to avoid the California e-file fee.
Has anyone try to get both Online and Download for free from Fidelity?
I need the download version to do multiple tax returns for the family but I wouldn't mind doing my tax return online to avoid the California e-file fee.
It could potentially work on state e-filing fees.
I need 3 for my family, so cuts down on value to me. I had already bought HR Block ($20 for deluxe via newegg deal) which has 5 free federal files, but no free state files (I just print state and mail it in).
I'll see what Fidelity offers next year before I buy elsewhere first.
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