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TurboTax Premier free for some Fidelity customers (Premium Services, Active Traders, Private Client), YMMV (2020 tax year thread)
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.co
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)
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.co
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)
Created 12-17-2020
at 08:07 AM
by MisterBill
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If anyone meets the requirements but calls into Fid and doesn't get an immediate resolution, I wouldn't hold my breath about it getting resolved later. I wouldn't accept that response and would continue requesting escalations and holding. I've work in the industry and retail customers are considered small fries, even if they have a couple mil in the account. You really need about $10M+ to get anyone's attention, and $50M+ really gets the ball rolling. But if we had someone escalate, we were required to take it as far as it will go.
It looks like both Costco and Amazon will have TT on sale starting 12/26. It would be better to get it free, but that's an alternative.
This website sells the premier version for $59.99 for those who need it earlier than the Costco sale.
Turns out that I missed this year's and last year's annual review, so they marked me as "uncovered". They will fix it early January, but I plan to have my estimated payments completed by then. Maybe I'll call back to see if I can get the credit as you did.
I don't see a place where I can see that the promo has been applied.
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I don't see a place where I can see that the promo has been applied.