Joined Jan 2004
L6: Expert
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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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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145 Comments
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What level customer are you? In general, Private Client Group customers ($1m in non-401(k) assets) get it. Some Premier Services customers ($250-500k in assets) have also gotten it if they are frequent traders. You do not get this deal just for having $100k in assets with Fidelity.
If you are familiar with the Bogleheads site, there is a thread there with lots more info.
I don't see any box at bottom of page, I only see that one box with the link to LEARN MORE about the tax software options (and it takes me to the link in my previous comment).
It's ok, I probably didn't qualify, which sucks because I have in years past.
Also if you have a spouse and they are joint on your Fidelity accounts, you could try logging on as them to see if the offer is on their account.
Also if you have a spouse and they are joint on your Fidelity accounts, you could try logging on as them to see if the offer is on their account.
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I also see a download icon at the bottom of same page (the link says "see products") If I click on it it takes me to what appears to be regular TT product page
if u look at historic posts...best is to DL on your computer with the link near bottom.
that is what i wil do ...in a little bit
if u look at historic posts...best is to DL on your computer with the link near bottom.
that is what i wil do ...in a little bit
Picture from the bottom of the summary page.