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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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This website sells the premier version for $59.99 for those who need it earlier than the Costco sale.
is it trust worthy? i don't want my ssn float to china or around.
Yes, it seems legit. Somebody on reddit said, it installed like a normal software and the product key worked. I'm holding off since I am going to purchase it later.
Turbotax premier will be on sale for $59.99 at Costco starting 12/26/2020. It comes with a code that can be installed on up to 5 computers. You can share with someone u know and split the cost.
Now the tax tile is missing on the Fido summary page whereas spouse account didn't have this last week but the free offer now shows up.
Turbotax premier will be on sale for $59.99 at Costco starting 12/26/2020. It comes with a code that can be installed on up to 5 computers. You can share with someone u know and split the cost.
can you buy premier and upgrade $10 to home and business?
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I thank you vickh. I am not eligible for the free offer in the OP, but $30 is a very nice price for Deluxe. Would rep you, but you don't accept them, but I appreciate you. -c2nah777
Update: The Deluxe offer for $30 does not include a free state. I clicked on the "State additional" info and it says $40 to add a state which includes E-filing for it. Thanks though. I will likely hold out a while for a $40 or less deal including Fed E-file and a free state (printed). Got it last April from Frys for $39.99.
If anyone is familiar with the "Free" version and knows the "gotchas", I'd like to confirm what I think I've read.
I can do it, free for Federal and State, but only print to file by mail is free? Also looks like they are going to raise the price to E-file as an addon feature after March 21st, 2021 (currently $20).
I thank you vickh. I am not eligible for the free offer in the OP, but $30 is a very nice price for Deluxe. Would rep you, but you don't accept them, but I appreciate you. -c2nah777
Update: The Deluxe offer for $30 does not include a free state. I clicked on the "State additional" info and it says $40 to add a state which includes E-filing for it. Thanks though. I will likely hold out a while for a $40 or less deal including Fed E-file and a free state (printed). Got it last April from Frys for $39.99.
If anyone is familiar with the "Free" version and knows the "gotchas", I'd like to confirm what I think I've read.
I can do it, free for Federal and State, but only print to file by mail is free? Also looks like they are going to raise the price to E-file as an addon feature after March 21st, 2021 (currently $20).
The discount price from Fidelity is rarely a good deal, especially for the download version. I've never looked for discounts on the online version but this might be a decent deal. As you say, however, state is extra.
If you can file by 2/15, apparently federal and state will be completely free if you have a simple return and qualify for their Basic product.
Offer only available with TurboTax Live Basic and for simple tax returns only. Must file by February 15, 2021 to be eligible for the offer. Includes state(s) and one (1) federal tax filing. Intuit reserves the right to modify or terminate this TurboTax Live Basic Offer at any time for any reason in its sole and absolute discretion. If you add services, your service fees will be adjusted accordingly. If filed after February 15, 2021, you will be charged the then-current list price for TurboTax Live Basic (currently, $50) and state tax filing is an additional fee (currently, $40).
The discount price from Fidelity is rarely a good deal, especially for the download version. I've never looked for discounts on the online version but this might be a decent deal. As you say, however, state is extra.
If you can file by 2/15, apparently federal and state will be completely free if you have a simple return and qualify for their Basic product.
Offer only available with TurboTax Live Basic and for simple tax returns only. Must file by February 15, 2021 to be eligible for the offer. Includes state(s) and one (1) federal tax filing. Intuit reserves the right to modify or terminate this TurboTax Live Basic Offer at any time for any reason in its sole and absolute discretion. If you add services, your service fees will be adjusted accordingly. If filed after February 15, 2021, you will be charged the then-current list price for TurboTax Live Basic (currently, $50) and state tax filing is an additional fee (currently, $40).
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