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Old 12-30-2015, 10:04 AM   #21
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Thanks for the info. I just downloaded my free copy but I've never used Turbo tax before. I've been using H&R block Taxcut software for the last 10+ years. I'll play around with turbo tax and see if I like it better.

Edited : I like it already since it allowed me to import my data from H&R block.
I'm in the same boat. I have been using H&R for years....it is nice that Turbo Tax imports the H&R data.
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Old 12-31-2015, 04:49 PM   #22
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Thanks for posting this ! I've been using H&R Block basic for years and years ($14.90 this year through Amazon). I transferred my accounts to Fidelity this year and now have Turbo Tax Premier for free. Saved $15 which will nearly buy me another dozen golf balls.
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Old 01-02-2016, 02:00 PM   #23
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Hmm, I've been getting the download free or highly discounted ($10 for the Premier version) from Vanguard.

But I see no mention of it this year. When I search for Turbo Tax, there's a link to file online and downloads cost what appears to be retail price.

Anyone else not seeing it offered as a Vanguard customer?
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Old 01-02-2016, 02:11 PM   #24
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Hmm, when I follow the links from Vanguard's site, I find the download options and Deluxe is 59.99 and Premier is 79.99.

When I follow the links from Fidelity, it ends up being like $5 cheaper.

When I check Amazon, Deluxe is $52-53.

Costco has better prices, 39.85 and 54.85, until 1/24:

Search Results: turbotax
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Old 01-02-2016, 02:18 PM   #25
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Hmm, I've been getting the download free or highly discounted ($10 for the Premier version) from Vanguard.

But I see no mention of it this year. When I search for Turbo Tax, there's a link to file online and downloads cost what appears to be retail price.

Anyone else not seeing it offered as a Vanguard customer?
Apparently you've been away for a while.

TT and Vanguard
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Old 01-02-2016, 02:37 PM   #26
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Thanks for the Fidelity links. It looks like Fidelity either likes me or at least my money. I only needed the Deluxe version. Funny that the Deluxe version cost money while the Premier version was free.....
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Old 01-02-2016, 02:56 PM   #27
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Thanks for the Fidelity links. It looks like Fidelity either likes me or at least my money. I only needed the Deluxe version. Funny that the Deluxe version cost money while the Premier version was free.....
Right - I'd have taken the Deluxe version if it had been free.
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Old 01-02-2016, 02:57 PM   #28
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This is unbelievable, I just paid $69 for this version, which apparently I could have gotten for free!
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File Type: jpg fidelity will allow turbotax premier for free!.jpg (62.7 KB, 23 views)
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Old 01-03-2016, 12:47 AM   #29
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What do you have to do to qualify from Fidelity?
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Old 01-03-2016, 02:18 AM   #30
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What do you have to do to qualify from Fidelity?
I assume you have to have private client status.

Even then we had to log in as first named on the joint accounts to see the link.
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Old 02-16-2016, 07:30 PM   #31
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For anyone that got this Turbotax Premier download from Fidelity, please let me know if you are not an Active Trader.

Even though I qualify for this offer, apparently my accounts are too complicated for the system to recognize as being eligible for this benefit. Now I'm being told I only qualify for Premier online only, not the download?!?! Kind of goofy if you asked me, so they want to limit my reimbursement to buy it manually. This has been broken for me the last two years and they're not even bothering to attempt to fix it. Thanks in advance.
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Old 02-16-2016, 08:33 PM   #32
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For anyone that got this Turbotax Premier download from Fidelity, please let me know if you are not an Active Trader.

Even though I qualify for this offer, apparently my accounts are too complicated for the system to recognize as being eligible for this benefit. Now I'm being told I only qualify for Premier online only, not the download?!?! Kind of goofy if you asked me, so they want to limit my reimbursement to buy it manually. This has been broken for me the last two years and they're not even bothering to attempt to fix it. Thanks in advance.
Not an Active trader here.
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Old 02-16-2016, 08:36 PM   #33
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Not an Active trader here.
Thanks, I would think the majority on this forum are not Active Traders.
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Old 02-16-2016, 08:56 PM   #34
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For anyone that got this Turbotax Premier download from Fidelity, please let me know if you are not an Active Trader.

Even though I qualify for this offer, apparently my accounts are too complicated for the system to recognize as being eligible for this benefit. Now I'm being told I only qualify for Premier online only, not the download?!?! Kind of goofy if you asked me, so they want to limit my reimbursement to buy it manually. This has been broken for me the last two years and they're not even bothering to attempt to fix it. Thanks in advance.
Not an active trader
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Old 02-16-2016, 08:57 PM   #35
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I am also not an active trader.
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Old 02-16-2016, 09:58 PM   #36
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I'm not an active trader. Several years ago when I transferred some other accounts over to Fidelity I was told by a Fidelity rep that my company retirement accounts (401k & 403b) did not count towards private client status.
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Old 02-17-2016, 03:22 PM   #37
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Thanks for the replies. I have a more definitive response to why I don't immediately get the free Premier offer. You get Premier download if you do 500 or more trades. Since my non retirement is in a trust, the trust doesn't pass the eligibility filters. My retirement and annuity accounts also do not qualify. So I will always need to call in for a reimbursement which is limited to the online cost of $54.99, and the remainder that I paid, ~$28 would need to pass federal gifting approvals that they're required to go through. If you were able to get the download, you should feel very, very fortunate that you got it automatically! I have had to do this for two years now. I could remove all the assets in my trust and make it a joint tenancy account and wonder why I created a trust in the first place.
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Old 02-17-2016, 03:38 PM   #38
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Not only we get the free Turbo tax premier but we also get the free dinners and drinks we get invited to periodically to attend seminars at a local country club. The next one we're attending in a couple of weeks is on "establishing and maintaining an estate plan". We already have an estate plan in place that we plan to review with our attorney at the end of March so it'll be good timing to pick up new info at the seminar.
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Old 02-17-2016, 03:47 PM   #39
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Thanks for the replies. I have a more definitive response to why I don't immediately get the free Premier offer. You get Premier download if you do 500 or more trades. Since my non retirement is in a trust, the trust doesn't pass the eligibility filters. My retirement and annuity accounts also do not qualify. So I will always need to call in for a reimbursement which is limited to the online cost of $54.99, and the remainder that I paid, ~$28 would need to pass federal gifting approvals that they're required to go through. If you were able to get the download, you should feel very, very fortunate that you got it automatically! I have had to do this for two years now. I could remove all the assets in my trust and make it a joint tenancy account and wonder why I created a trust in the first place.
Do you need premier, or can you get away with deluxe?
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Old 02-17-2016, 05:31 PM   #40
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Deluxe may work, but I didn't do a lot of research on it since I've been repeatedly told that I fully qualify for the Premier download or reimbursed for any costs if I had to buy it myself. This is two years in a row for me dealing with the "work around" of qualifying/not qualifying, it was much easier when they just mailed it out. After waiting almost two months of "researching" the problem, I decided to purchase the Premier version. Now I get the purchase limit story line which I didn't get last year.
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