Look Under Portfolio Summary Page and If you Are eligible for offer, click "Get TurboTax Online Premier free"
Members are reporting that the offer is found by scrolling down to bottom of summary page
Once on TurboTax Site, Select Online Version or Download Version by Selecting "File Your Taxes" Click on CD/Download Products then click "Compare All Products" then you should see Premiere for Free
Login to Fidelity and you may see "Get TurboTax® Premier free
Receive a free federal and state tax return
TurboTax® will automatically import your Fidelity account info
Get your refund quickly by direct depositing into your Fidelity account"
To access download version:
1. Click link from Fidelity to be directed to TurboTax site.
2. Once on TurboTax site, click File Your own Taxes on top left corner.
3. Click CD/Download Products
4. Click Compare All products
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After getting it for free the last couple of years, that link only shows $20 off. Bummer!
UPDATE: Nvm! I see it on the summary page after refreshing a couple of times.
How to download instead of online version?
UPDATE: Figured out how to download. After logging in, I reopened the Fidelity link, on the top menu goto file your taxes, cd/download, compare products, and the premier should be $0. Had to try this several times but finally got the download version.
Ah bummer, I don't see it anywhere in my account. Only the $20 offer.
Those are sufficient, but not necessary conditions to qualify. I haven't done more than a dozen trades with Fidelity over the last decade, and have less than $10 in my brokerage account ,and I've gotten TurboTax Premier free the last four years including today. There are threads elsewhere on the interwebs where people have been trying to figure out what else might qualify, and for every reasonable speculation, there has been data points to the contrary. Gun to my head, I'd guess assets in non-employer sponsored retirement plans of a certain size might qualify.
The one bummer for me is that the Mac OS download product can only be installed on 10.15 or higher--in other words I have to figure out a different computer for running Quicken 2007.
And don't tell me I should have just used the online version--I have self employment stuff that works with the Premier download that I'd have to pay extra $$ for online access to forms. The problems of privilege :-) (should probably just rename myself kevin right now).
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UPDATE: Nvm! I see it on the summary page after refreshing a couple of times.
How to download instead of online version?
UPDATE: Figured out how to download. After logging in, I reopened the Fidelity link, on the top menu goto file your taxes, cd/download, compare products, and the premier should be $0. Had to try this several times but finally got the download version.
EDIT: Found the eligibility requirements from last year's thread:
https://www.fidelity.co
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https://www.fidelity.com/trading/...ice-levels [fidelity.com]
Thanks for the reminder.
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And don't tell me I should have just used the online version--I have self employment stuff that works with the Premier download that I'd have to pay extra $$ for online access to forms. The problems of privilege :-) (should probably just rename myself kevin right now).
BRB, being maliciously compliant.
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