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Select Fidelity Customers: TurboTax Premiere Tax Service Expired
Free
Fidelity.com offers Select Fidelity Customers: TurboTax Premiere Tax Service (Online or PC/Mac Download) for Free when you follow instructions below.
Thanks community member seawolf for sharing this deal
Offer Notes:
Thanks community member seawolf for sharing this deal
Offer Notes:
- Only Select Fidelity Customers are Eligible for this promotion
- Members are reporting that customers that have Premium Services, are Active Traders or Private Clients will qualify for promotion
- Click here and Log In to your Fidelity Account
- 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
Original Post
Written by
Edited December 23, 2021
at 06:39 AM
It's back.
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
Similar to last year's thread by MisterBill
https://slickdeals.net/f/14706584-turbotax-premier-free-for-some-fidelity-customers-premium-services-active-traders-private-client-ymmv-2020-tax-year-thread?v=1
fidelity.com
https://www.fidelity.co
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
Similar to last year's thread by MisterBill
https://slickdeals.net/f/14706584-turbotax-premier-free-for-some-fidelity-customers-premium-services-active-traders-private-client-ymmv-2020-tax-year-thread?v=1
fidelity.com
https://www.fidelity.co
in
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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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Isn't Fidelity high in fees? I remember talking to them and they seemed on the very high end. Can't remember specifics. Was recommended to use an AI fund with really low fees over Fidelity.
iwheela
I just buy vanguard ETFs and a few comparable fidelity ETFs and the fees are tiny.
I think they make money by loaning out your shares or something because they have no transaction fees now unless international.
Ya I think you need 250k in a non retirement account to get this deal. You could just transfer from another brokerage, get the deal and transfer out. It doesn't trigger a stock sale.
I simply added the Windows and Mac to my "cart' during my $0 'checkout' and received an email with licenses + download links for both.
EDIT: Here are the SHA-1 checksums for both:
d27d1d723dc499fd217964dc222e297370e7c4b2 *m_turbotax_1040.dmg
f147b8e71b9a2ded7947d3c6f9d9e6ed746e5c8b *windows_per_turbotax.exe
The OP beat me to creating the thread this year, but I did a much better job of documenting things in the thread I created last year (also spelled the product correctly in the title).
https://slickdeals.net/f/14706584-turbotax-premier-free-for-some-fidelity-customers-premium-services-active-traders-private-client-ymmv-2020-tax-year-thread
They mention requirements. The $250k is if you are an Active Trader Services customer:
Active Trader Services
Trades: 120+ stock, ETF, or option trades in the past 12 months
Portfolio Value: $250,000 or complex trading needs
And here are the requirements from the fine print of that page for free TurboTax:
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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I just installed the Windows version, and it said the license is good for five computers.
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.
3. Click CD/Download Products
4. Click Compare All products
Similar to last year's thread by MisterBill
https://slickdeals.net/f/14706584-turbotax-premier-free-for-some-fidelity-customers-premium-services-active-traders-private-client-ymmv-2020-tax-year-thread?v=1
fidelity.com
https://www.fidelity.co
Thanks
....
I don't have 1M or 250K in my Fidelity account just an IRA rollover and I only trade a few times a month in this account and most are free trade
(My main trading accounts are all in TD Ameritrade and they has earn a lot more commission from me there)
My wife Fidelity account is over 250K but she only got $20 off
The only thing I can think of is I opened a cash account recently because they have a $100 Bonus offer when you deposit $50 to the account
requirements are 120+ trades in a calendar year, or an account with over $1M in assets.
Probably should be put in the OP
Thanks
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