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Fidelity Turbo Tax -- can't find the free download offer !
Old 01-28-2018, 08:16 PM   #1
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Fidelity Turbo Tax -- can't find the free download offer !

All I can find is a $20 off offer. I got the free download last year.

Did they raise the balance requirement for the free version ??
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Old 01-28-2018, 08:51 PM   #2
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All I can find is a $20 off offer. I got the free download last year.

Did they raise the balance requirement for the free version ??
You need $1M in your account. That is one of the criteria.

Or a very frequent trader.
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Old 01-28-2018, 10:46 PM   #3
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It was on the main page after I logged in for me, just had to scroll down a little.
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Old 01-29-2018, 06:33 AM   #4
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Here's a Fidelity table comparison of trading service levels showing who is eligible for free TurboTax Premier online:


https://www.fidelity.com/trading/act...service-levels


No need to log in.
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Old 01-29-2018, 06:37 AM   #5
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Bought TurboTax Premier from Amazon. Saw this thread, contacted Fidelity Friday and got a cash credit for the purchase. Met the requirements from the link above. Thanks.
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Old 01-29-2018, 08:44 AM   #6
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So I need $1mm PLUS 500 trades ? or one or the other I don't trade that much - buy and hold ....
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Old 01-29-2018, 08:55 AM   #7
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I am not seeing the Free TurboTax link when I log into Fidelity this year.... Confused .....
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Old 01-29-2018, 09:45 AM   #8
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So I need $1mm PLUS 500 trades ? or one or the other I don't trade that much - buy and hold ....
No, only one or the other. If you have a Fidelity Adviser, they can possibly let you know.

I received a "good will credit" from Fidelity to compensate me for my Amazon TurboTax purchase.
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Old 01-29-2018, 09:53 AM   #9
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I have a fidelity 401k and some 529's that exceed $1m but am not seeing it on my home page. Do 401k accounts not qualify?
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Old 01-29-2018, 10:06 AM   #10
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I have a fidelity 401k and some 529's that exceed $1m but am not seeing it on my home page. Do 401k accounts not qualify?
Are you a Fidelity Private Client Group member?
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Old 01-29-2018, 10:48 AM   #11
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Are you a Fidelity Private Client Group member?
Not that I am aware of. Is that something you have to specifically request or does it automatically happen if you have the right amount of $$$ in an account?
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Old 01-29-2018, 11:37 AM   #12
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On my Fidelity account, there is a link that activates a pop-up for my personal Fidelity guy near the upper right hand corner. I'd recommend giving your guy or gal a call or e-mail.
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Old 01-29-2018, 12:16 PM   #13
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Ok so if its one or the other than I should be good to go but I don't see the free link. I've emailed my guy.
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Old 01-29-2018, 12:35 PM   #14
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Not that I am aware of. Is that something you have to specifically request or does it automatically happen if you have the right amount of $$$ in an account?
I am pretty sure it happens automatically, but I am not 100% sure. It is free.

Call them and get set up.
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Old 01-29-2018, 01:14 PM   #15
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I called Fido this morning and they said they are a problem posting the link. I asked when it would be fixed and she was not sure.
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Old 01-29-2018, 01:36 PM   #16
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I called Fido this morning and they said they are a problem posting the link. I asked when it would be fixed and she was not sure.
I don't see it either, though it was there in December...
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Old 01-29-2018, 02:28 PM   #17
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The guy I talked at Fidelity said the webpage is not working properly. I met the qualifications they have listed on the website(link above). Called on Wednesday last week. Credit showed up next morning.
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Old 01-29-2018, 05:53 PM   #18
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I'm having a similar problem with Vanguard. I thought that they also offered free Turbotax if you had an account with $1M. Is that still the case? I can't find any information regarding this on the Vanguard website.
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Old 01-29-2018, 06:02 PM   #19
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I'm having a similar problem with Vanguard. I thought that they also offered free Turbotax if you had an account with $1M. Is that still the case? I can't find any information regarding this on the Vanguard website.
Nope. They stopped offering free TT last year.
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Old 01-29-2018, 06:58 PM   #20
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I'm a private client and got on the fidelity website today and could only find a $20 discount on TurboTax so I sent an email asking why I don't have the free TurboTax. I'll see what the response is to my question.
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