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FREE Select Fidelity Customers: TurboTax Premier Online Tax Service
Only Select Fidelity Customers are Eligible for this promotion
Look Under Portfolio Summary Page
Bottom left is this message:
Get TurboTax® Online Premium 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
click on link to either get online free or $5 for desktop version (can install on up to 5 computers)
https://digital.fidelit
Look Under Portfolio Summary Page
Bottom left is this message:
Get TurboTax® Online Premium 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
click on link to either get online free or $5 for desktop version (can install on up to 5 computers)
https://digital.fidelit
Created 12-17-2024
at 12:22 PM
by SFNYC
in
Tax Services
(9)
Fidelity
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I will look to gradually move assets away from there and I encourage others to do the same as there really is no advantage to Fidelity. Realistically they should just let the PCG rep decide if they want to allocate it out or not as they are the ones that take the hit for AUM under management loss.
If not - just activate and use eligible BofA card for purchase on Fidelity link?
I will look to gradually move assets away from there and I encourage others to do the same as there really is no advantage to Fidelity. Realistically they should just let the PCG rep decide if they want to allocate it out or not as they are the ones that take the hit for AUM under management loss.
If not - just activate and use eligible BofA card for purchase on Fidelity link?
btw..me as well..
.first time in many years didnt get offer..
..balance/assets relatively consistent
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A co-worker of mine once refused a raise because he said it would put him in a higher tax bracket and he would end up paying more money as a result than the raise was worth....
And again, this was a generally brilliant guy who knows more about most other things than anyone would ever care to know. But he didn't have even a basic rudimentary understanding about how tax brackets worked.
Fortunately for him, I do and helped him fix that bad decision.
That's true... Most of the brilliant people in all fields are stumped when it comes to taxes.
It's literally math and some reading of the deductions if they apply to their situation. The reading is about a page or 2 per form. All those additional forms input into the 1040 in some field (and each field has an explanation of what goes into it).
The reason for this unawareness from even high IQ people is because these software companies ask a bunch of questions where you enter the details and numbers as answers and the tax softwares magically fills up the numbers in the background. For a 90% + people it's pure magic and they will struggle to comprehend if they ever have to do paper entry into the tax forms.
btw..me as well..
.first time in many years didnt get offer..
..balance/assets relatively consistent
"Fidelity changed the program to offer a discount instead of offering it free. We understand a lot of clients will be disappointed by this change. You can access this discount at the following link https://www.fidelity.co
I was tempted to write back to say: I know that is not true (with a link to this thread). The response irked me even more than not getting the free offer, but I don't think I will move any of my accounts away.
Any of you nice people want to send me (DM) a key that I can use for TT Premium? I will use it only on one machine. Thanks!
I will look to gradually move assets away from there and I encourage others to do the same as there really is no advantage to Fidelity. Realistically they should just let the PCG rep decide if they want to allocate it out or not as they are the ones that take the hit for AUM under management loss.
I also didn't get it this year after a dozen or more of getting it. Spoke to my rep last week (he's new to me since my previous rep was promoted last year) and he read though the offer requirements and claimed that the rules had changed and I did not qualify (he seemed to feel that I needed to have a managed account). However, he did manage to get me a goodwill credit applied to my account to cover the cost of purchasing TT.
I'd actually moved some assets away from Fidelity in 2023, but left enough to remain PCG because I liked my rep and wanted to keep getting TT. I got it that year with reduced balances. Maybe I should move a bunch over to Merrill Edge. They'll give me enough of a transfer bonus to pay for TT for a decade.
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