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Old 01-01-2015, 05:54 PM   #21
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Originally Posted by Dimsumkid View Post
If you're Private Client status ($1 mil) or an Active Trader, you qualify. Your rep could reimburse you too if you ask. For what it's worth, I'm having the same problem, read my prior post and see attachment photo.
Thanks for that info, I should get it free per your rules.
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Old 01-01-2015, 09:02 PM   #22
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Originally Posted by Done View Post
After logging into Fidelity, under Guidance & Retirement / Taxes, it may show two offers depending on your account type. One link is for $20 off TurboTax, and another is an offer for free Online Premier. I found that if you click the free offer 'Learn More', then 'Download - See Products' it does offer the Premier download for free. This is Federal + 1 State with 5 free Federal e-files. Nice!


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Thanks done. Have been asking my rep about this and he was no help. They must have just added this after seeing vanguard's offer. Downloaded in 11 mins. no problem.
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Old 01-01-2015, 09:09 PM   #23
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OK - looks like we are making progress. Thanks for the heads up folks! We're ready to try and download Turbotax Premier via Fidelity soon!
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Old 01-01-2015, 09:33 PM   #24
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Thanks done. Have been asking my rep about this and he was no help. They must have just added this after seeing vanguard's offer. Downloaded in 11 mins. no problem.
Can you provide the web address for your download? I want to try it and see if it'll work for my account.
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Old 01-02-2015, 09:52 AM   #25
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My voicemail to my Fidelity rep to request a gratis copy of TT premier (as a private client) generated an email reply days later that was only a link to the $20 off offer.
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Old 01-02-2015, 10:01 AM   #26
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My voicemail to my Fidelity rep to request a gratis copy of TT premier (as a private client) generated an email reply days later that was only a link to the $20 off offer.
Maybe someone that was able to get the Premier link to work can post the web address(URL) here. This may fix the problem for people that don't get the correct link.
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Old 01-02-2015, 10:30 AM   #27
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Originally Posted by Dimsumkid View Post
Can you provide the web address for your download? I want to try it and see if it'll work for my account.
I logged into my Fido account and downloaded it for free. Try this link:

https://turbotax.intuit.com/personal-taxes/

This is what I see:

TT2014.PNG


PS - thank you Done!
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Old 01-02-2015, 10:37 AM   #28
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I logged into my Fido account and downloaded it for free. Try this link:

https://turbotax.intuit.com/personal-taxes/

This is what I see:

Attachment 20815


PS - thank you Done!
Before you leave Fidelity, what it the web address or URL? That's what I'm trying to identify. The link you provided makes no change.

Mine looks like this -
https://www.fidelity.com/taxes/turbo...count/overview
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Old 01-02-2015, 10:51 AM   #29
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Originally Posted by Dimsumkid View Post
Before you leave Fidelity, what it the web address or URL? That's what I'm trying to identify. The link you provided makes no change.

Mine looks like this -
https://www.fidelity.com/taxes/turbo...count/overview
Oops, sorry. Before I click on this:
TT2014.PNG

My URL is this:
https://www.fidelity.com/taxes/overview

-helen
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Old 01-02-2015, 10:56 AM   #30
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Oops, sorry. Before I click on this:
Attachment 20817

My URL is this:
https://www.fidelity.com/taxes/overview

-helen
Helen,
Thanks for the reply. When you click on this link, does it go to another Fidelity web address or does it leave and go directly to Turbotax? This next step is where the problem is happening.
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Old 01-02-2015, 11:30 AM   #31
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Originally Posted by Helen View Post
It tells me I am about to leave Fidelity:

Attachment 20819

This is the address it sends me to:

https://turbotax.intuit.com/microsit...aff_3468338097

I then scroll down to see this:

Attachment 20820

This is very odd that we are seeing different behaviors. Let me know if you have other questions.

-helen
Thanks for the information on this, when I try your link, I get an error that it can't find the link. There's a technical error for me and others that qualify for this free offer. I have 2 separate accounts and I get 2 different pages for Turbotax. I have contacted Fidelity already and waiting for tech support to fix the problem. My backup plan is to purchase the upgrade directly for $30 and have Fidelity reimburse me for the purchase of Premier.
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Old 01-02-2015, 01:47 PM   #32
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Gee - everyone seems to be getting the Premier for free.


I feel like Charlie Brown at Halloween...."I got a rock."
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Old 01-02-2015, 05:44 PM   #33
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Hey - thanks for the tips! DH followed the Fidelity Website instructions and downloaded TT Premier for free this evening!

Yeah!
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Old 01-09-2015, 01:48 PM   #34
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I got some feedback as to why my account as a Private Client customer doesn't qualify for free Premier access. The new requirements look at each SSN account and you qualify if you have non retirement assets under one SSN for Private Client or retirement assets under a workplace which seems to exclude self employed accounts (Keogh, Money Purchase, Self 401k,etc). Apparently, I don't qualify since we set up 2 trusts for me and DW (would need to move assets around), they don't count our Annuity or my self employed accounts.

If you didn't get Premier for free, check your accounts to see if you have problems like mine, too much splitting of assets under multiple SSNs or self employed retirement assets or an Annuity that don't count. If this is the case, call your rep to have them reimburse you since Premier download is $30 from Intuit and if I buy it through Fidelity with my $20 discount, it's only $74.99!
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Old 01-09-2015, 04:07 PM   #35
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This was offered up by MissMolly on a previous thread - "Schedule D removed from TurboTax 2014 Deluxe"

KingDeals4u

Don't have to know anyone to get Premier download for $34.99 (Fed & State & Efile) for Windows and Mac as of today's look. I got mine from VG for Flagship so haven't used this site.
Thanks for the heads up on this site. That is a great deal. Much better than Fidelity.
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Old 01-10-2015, 05:24 PM   #36
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This was offered up by MissMolly on a previous thread - "Schedule D removed from TurboTax 2014 Deluxe"

KingDeals4u

Don't have to know anyone to get Premier download for $34.99 (Fed & State & Efile) for Windows and Mac as of today's look. I got mine from VG for Flagship so haven't used this site.

Just got my Premier for $35, best deal around.
This kind of FIRE information has already paid the forum membership fee😉


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