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Free Turbo Tax Premier available on Fidelity
Old 12-13-2016, 09:50 AM   #1
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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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Old 12-13-2016, 09:55 AM   #2
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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 ??
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Old 12-13-2016, 10:17 AM   #3
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Thanks for the heads-up. I just downloaded it. It was an easy process.
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Old 12-13-2016, 10:17 AM   #4
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Originally Posted by FiveDriver View Post
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 ??
Yes,
I just downloaded TT, and it imported all of my data from last year
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Old 12-13-2016, 10:21 AM   #5
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Thanks for the info. It was much easier to find than last year.
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Old 12-13-2016, 10:34 AM   #6
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I must not have enough money in my account, because I don't see it.
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Old 12-13-2016, 11:12 AM   #7
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Originally Posted by FIREd_2015 View Post
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.
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.
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Old 12-13-2016, 11:16 AM   #8
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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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Old 12-13-2016, 11:23 AM   #9
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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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Old 12-13-2016, 11:24 AM   #10
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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.
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Old 12-13-2016, 11:38 AM   #11
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I must not have enough money in my account, because I don't see it.
Me neither - all I get is the online version. Does anyone know what the minimum balance is?

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Old 12-13-2016, 11:54 AM   #12
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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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Old 12-13-2016, 12:03 PM   #13
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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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Old 12-13-2016, 12:16 PM   #14
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Me neither - all I get is the online version. Does anyone know what the minimum balance is?
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.
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Old 12-13-2016, 12:38 PM   #15
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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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Old 12-13-2016, 12:41 PM   #16
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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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Old 12-13-2016, 12:41 PM   #17
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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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Old 12-13-2016, 01:20 PM   #18
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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.

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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Old 12-13-2016, 01:23 PM   #19
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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?
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.
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Old 12-13-2016, 01:36 PM   #20
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OK - we found it. But it's tricky. This is tricky like it was before.
  1. First we had to click on the link "get started now" under "Get Turbotax Online Premier Free".
  2. 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".
  3. And that's where the various downloadable versions are listed. And Turbotax Premier is free, and others are discounted.
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