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TurboTax Premier free for some Fidelity customers (Premium Services, Active Traders, Private Client), YMMV (2020 tax year thread)

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It's back! Select Fidelity customers are eligible to receive a free copy of TurboTax Premier. In general, it seems to be Premium Services (>$250k) customers who are also Active Traders or Private Client Group customers (> $1m in assets at Fidelity, not all 401(k)), but not everyone seems to get it. The Fidelity website [fidelity.com] has a chart with some confusing wording at the bottom of the page (I've included it at the bottom of this post).

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 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 towards the bottom of the page for "Download Install TurboTax software on your computer." and you can get the downloadable version of Premier for free. You can get Windows or Mac, or both (just say you want to add additional products after adding one version to your cart). If you need Home & Business, there is no discount on the website but once you install the Premier download, you can upgrade for only $10 (Help -> Upgrade TurboTax). There is no comparable cheap upgrade if you use the online version, you will pay $70 fo the Self Employed version.

With the download version, one state is included but state e-file is not free (unless you're in NY, where it is free by law). Additional states are an extra charge (plus e-file fee, so $60 in total) in the download version. If you use the online version, it appears that you can file multiple states for free, so that is definitely something to consider if you need to file in more than one state.

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.

I don't see a thread from 2019 (I was on a cruise when it was released in January, remember those?) but here is the link to the 2018 thread.

http://www.fidelity.com

Fine print of who qualifies from the page referenced above:

Certain covered clients: Private Wealth Management (PWM) client and owns one or more nonretirement account(s) or PCG, Premium, and ATS clients with minimum assets of either: PWI assets of $1,000,000 or more and PI assets of at least $500,000 and own one or more nonretirement account or Nonretirement assets $1,000,000 or more. Applies to Federal returns and one state return only. Cost of additional state returns are the responsibility of the client.

Definitions:
PWI = Personal & Workplace Investments (aka 401k/pension/ESPP/etc.)
PI = Personal Investments (individual, joint, IRA, Roth IRA, etc. accounts)
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Last Edited by ciswt January 14, 2021 at 03:59 PM
Try Credit Karma Tax software first. Its free and works well.

https://www.creditkarma.com/tax



Credit Karma Tax—is it really free?

Yes! Credit Karma Tax is always 100% free. It's $0 to file both state and federal tax returns. Even if you're taking deductions or credits, it won't cost you a penny, ever.


forms supported by credit karma: https://taxsupport.creditkarma.co...upports-US



Free Tax USA is also another free federal tax software

https://www.freetaxusa.com/




If you do not have the free offer, here is a page with a $20 discount, but you can do better elsewhere unless you really want to use the online version (and maybe even then). This is NOT the page where the free offer would appear.

https://www.fidelity.com/tax-info...t/overview
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This comment has been rated as unhelpful by Slickdeals users
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#3
You beat me to this post. Smilie

Just saw it on mine
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#4
Thanks, was looking for a turbotax deal, didn't know about the $10 upgrade
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#5
Quote from MisterBill
:
It's back! Select Fidelity customers are eligible to receive a free copy of TurboTax Premier. In general, it seems to be Premium Services (>$250k) customers who are also Active Traders (https://www.fidelity.com/trading/...ice-levels has a chart with some confusing wording at the bottom of the page) 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 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 towards the bottom of the page for "Download Install TurboTax software on your computer." and you can get the downloadable version of Premier for free. You can get Windows or Mac, or both (just say you want to add additional products 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 after installing Premier (Help -> Upgrade TurboTax -- not confirmed for 2020, but it should work).

With the download version, one state is included but e-file is not free unless you're in NY, where it is free by law. Additional states are extra (plus e-file) in the download version. If you use the online version, it appears that you can file multiple states for free.

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.

I don't see a thread from 2019 but here is the 2018 thread - https://slickdeals.net/e/12484771-turbotax-premier-free-for-some-fidelity-customers-premium-services-active-traders-private-client-ymmv-2018-tax-year-thread)

http://www.fidelity.com
Last year they only gave me a discount, this year they are offering free Premier. My account is no where near the values you mentioned ($500K-$1M), but I do have margin this year, and I did execute quite a few trades. Not sure what the cutoff is to get it, but it was nice to get the full offer this year.
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Last edited by sabin December 17, 2020 at 09:35 AM.
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#6
Be careful with Intuit.

If you signup for this free turbotax Premier, you will encounter an agreement which effectively allows Intuit to gather all kind of information about you and sell it to 3rd parties. You don't have to sign it by "skipping it"

Intuit will still collect your information for its own use (which is a separate unskippable agreement).
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#7
Quote from astromanic
:
Thanks, was looking for a turbotax deal, didn't know about the $10 upgrade
Yes, and I just installed it and can confirm that the $10 upgrade to H&B is still there.
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#8
Quote from bigBuyer
:
Be careful with Intuit.

If you signup for this free turbotax Premier, you will encounter an agreement which effectively allows Intuit to gather all kind of information about you and sell it to 3rd parties. You don't have to sign it by "skipping it"

Intuit will still collect your information for its own use (which is a separate unskippable agreement).
How is that any different than if you were paying for it? What does it have to do with it being free? Or do you post that in all TT threads?
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#9
Quote from sabin
:
Last year they only gave me a discount, this year they are offering free Premier. My account is no where near the values you mentioned ($500K-$1M), but I do have margin this year, and I did execute quite a few trades. Not sure what the cutoff is to get it, but it was nice to get the full offer this year.
Congrats! Are you considered an Active Trader? If you check the link I posted to their site, they do explain what qualifies, although it's not the clearest.
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#10
I got the offer last year. It's there again this year. Sweet deal!
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Last edited by thambikutty December 18, 2020 at 09:46 AM.
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#11
Thanks!!! It worked.
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#12
worked for me, thanks op!
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#13
Got it last year but not this year...

never mind I do
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Last edited by luniz97 December 17, 2020 at 10:34 AM.
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Quote from MisterBill
:
How is that any different than if you were paying for it? What does it have to do with it Ibeing free? Or do you post thaIt in all TT threads?
Quote from MisterBill
:
How is that any different than if you were paying for it? What does it have to do with it being free? Or do you post that in all TT threads?
If I am paying for it (say, buying Turbotax from Costco), I don't have to use their service for online filing. It is as simple as that. I do that for many years. I do not allow Intuit to connect my sources for income to download whatever data they want.

I (and many others in this group) would care about privacy and leakage of information.
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#15
Quote from bigBuyer
:
If I am paying for it (say, buying Turbotax from Costco), I don't have to use their service for online filing. It is as simple as that. I do that for many years. I do not allow Intuit to connect my sources for income to download whatever data they want.

I (and many others in this group) would care about privacy and leakage of information.
So take advantage of the free download instead of the online version.
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