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Free Turbo Tax Premier available on Fidelity
12-13-2016, 08:50 AM
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#1
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Recycles dryer sheets
Join Date: May 2015
Location: NorCal
Posts: 329
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Free Turbo Tax Premier available on Fidelity
Fidelity's offer for free Turbo Tax Premier is available for download. Unlike last year where one had to navigate to another screen, the offer showed up on the home screen.
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12-13-2016, 08:55 AM
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#2
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Full time employment: Posting here.
Join Date: May 2015
Location: Charleston, SC
Posts: 524
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Interesting. I haven't used a downloaded version yet -- might give this a try.
My data from last year's CD version of TT Deluxe could be imported, correct ??
__________________
Semiquincentennial -- A Republic, if we can keep it.
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12-13-2016, 09:17 AM
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#3
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Thinks s/he gets paid by the post
Join Date: Aug 2014
Location: Chicago West Burbs
Posts: 2,996
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Thanks for the heads-up. I just downloaded it. It was an easy process.
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12-13-2016, 09:17 AM
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#4
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Thinks s/he gets paid by the post
Join Date: Dec 2015
Location: Santa Paula
Posts: 4,067
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Quote:
Originally Posted by FiveDriver
Interesting. I haven't used a downloaded version yet -- might give this a try.
My data from last year's CD version of TT Deluxe could be imported, correct ??
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Yes,
I just downloaded TT, and it imported all of my data from last year
__________________
Retired Jan 2009 Have not looked back.
AA 60/35/5 considering SS and pensions a SP annuity
WR 2% with 2SS & 2 Pensions
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12-13-2016, 09:21 AM
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#5
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Thinks s/he gets paid by the post
Join Date: Sep 2006
Posts: 1,743
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Thanks for the info. It was much easier to find than last year.
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12-13-2016, 09:34 AM
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#6
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Full time employment: Posting here.
Join Date: Jan 2013
Posts: 775
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I must not have enough money in my account, because I don't see it.
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12-13-2016, 10:12 AM
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#7
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 37,931
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Quote:
Originally Posted by FIREd_2015
Fidelity's offer for free Turbo Tax Premier is available for download. Unlike last year where one had to navigate to another screen, the offer showed up on the home screen.
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OK - good to know! I was hoping this perk would continue, and really didn't see why not as their premium members (or is it Private Client group) are their higher level accounts with substantial assets invested through them.
__________________
Retired since summer 1999.
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12-13-2016, 10:16 AM
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#8
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,155
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Must be rolling out gradually. I got it last year, but now I only see the free online version. I'll check again tomorrow. If it's not there I'll contact my rep.
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12-13-2016, 10:23 AM
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#9
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Full time employment: Posting here.
Join Date: Dec 2003
Location: San Carlos, CA
Posts: 633
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I see the free offer, but it just takes me to the online interview method. No download, and no way to get to the forms method.
Am I missing something?
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12-13-2016, 10:24 AM
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#10
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 37,931
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I remember a few hoops last year. First, we had to be logged in as my husband to see the Turbotax Premier button as he is listed first on our joint accounts. Second, we had to figure out pressing that button took you to the free download option. It was a little hidden.
__________________
Retired since summer 1999.
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12-13-2016, 10:38 AM
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#11
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Thinks s/he gets paid by the post
Join Date: Oct 2015
Posts: 2,301
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Me neither - all I get is the online version. Does anyone know what the minimum balance is?
----------------------------------------------------------
Get TurboTax® Online 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
Get started now
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12-13-2016, 10:54 AM
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#12
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Recycles dryer sheets
Join Date: Jun 2007
Posts: 374
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I'm PCG and I only see the discount offer. Perhaps those who see it have Active Trader status - although this page claims only to offer the online version of TT:
https://www.fidelity.com/trading/act...service-levels
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12-13-2016, 11:03 AM
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#13
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Thinks s/he gets paid by the post
Join Date: Aug 2014
Location: Chicago West Burbs
Posts: 2,996
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I first saw the "online" version selection on the Fidelity website. When I clicked on it, it took me to the Intuit site where I could then select to download TT for free.
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12-13-2016, 11:16 AM
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#14
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Posts: 1,548
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Quote:
Originally Posted by euro
Me neither - all I get is the online version. Does anyone know what the minimum balance is?
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I can't tell you what the minimum is, but I can tell you that it must be higher than $548,763.44, because that's my account balance as of today & I'm not even eligible for the online version. It looks like I'm eligible for $20 off the regular price of TurboTax.
You mentioned that you get the online version free, is your balance higher than the amount shown above ?
Starting in 1999 & through 2007, Fidelity gave me a free 'physical' copy of TurboTax Deluxe every year, & my account was less than half what it is now.
Greed by the Johnson family.
Nothing more.
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12-13-2016, 11:38 AM
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#15
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Recycles dryer sheets
Join Date: Mar 2012
Posts: 388
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I have a multi seven figure balance at Fido and it's only letting me access the online version. I can't download a copy.
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12-13-2016, 11:41 AM
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#16
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Full time employment: Posting here.
Join Date: Dec 2003
Location: San Carlos, CA
Posts: 633
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Hmmm, I tried again and was able to access the free download option. Not sure if it was user error the first time, or if the web page is flaky.
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12-13-2016, 11:41 AM
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#17
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: May 2008
Posts: 7,418
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Last year I switched from Premier to Deluxe because they moved back some of the investment features back to Deluxe, like Schedule D and other cap gains-related forms.
Will that still be the case?
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12-13-2016, 12:20 PM
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#18
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Recycles dryer sheets
Join Date: Sep 2011
Location: MSP
Posts: 304
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Quote:
Originally Posted by tdv2
I have a multi seven figure balance at Fido and it's only letting me access the online version. I can't download a copy.
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Good to know, as that should dispel any notions that private client group level is the key to accessing the free TT download.
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12-13-2016, 12:23 PM
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#19
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 37,931
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Quote:
Originally Posted by explanade
Last year I switched from Premier to Deluxe because they moved back some of the investment features back to Deluxe, like Schedule D and other cap gains-related forms.
Will that still be the case?
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Well - last year Fidelity offered Premier for free but not Deluxe for free, so we got Premier because it was free even though we only needed Deluxe.
__________________
Retired since summer 1999.
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12-13-2016, 12:36 PM
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#20
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 37,931
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OK - we found it. But it's tricky. This is tricky like it was before.
- First we had to click on the link "get started now" under "Get Turbotax Online Premier Free".
- Then it takes you over to Intuit Turbotax site. And it has the Fidelity logo. And it you "start for free" or "sign in". But ignore all that. Below, to the right there is a download link. Click on "See Products".
- And that's where the various downloadable versions are listed. And Turbotax Premier is free, and others are discounted.
__________________
Retired since summer 1999.
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