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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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Also for those that have a PCG relationship, sometimes you want the less established account rep. They won't have as many accounts/assets assigned under their name.
These folks can lose their job if they have too little amount of assets under management. So a less established guy will be more likely to try to go the distance maybe even pay you out of his pocket to try to keep you rather than have to start to lose AUM assigned to his name.
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If you need to file more than one return (for your kids, for example), it's easier to do it with the downloaded version. If you want to upgrade to the Home & Business version, you want to use the download because it's only $10 more to upgrade, while the online has no comparable discounted upgrade.
For others looking to download, you need to scroll down to the bottom of the page and click on download link. It will still ask you to sign in and all but ultimately gives you link to download along with the product key.
For others looking to download, you need to scroll down to the bottom of the page and click on download link. It will still ask you to sign in and all but ultimately gives you link to download along with the product key.
Sign up for a Slickdeals account to remove this ad.