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Old 02-17-2016, 06:18 PM   #41
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I got the free Premier download this year and last year, thanks to your suggestion that I talk to my Fidelity rep about it. His comment was just "Oh, sure. I'll put your name on the list; didn't know you used it."

However, my experience is that for my purposes there is no advantage to Premier over Deluxe (now that they've put it back to the way it was). My tax return doesn't have anything exotic in it, but I've looked at it a lot and can't find any instances of anything Premier does better than Deluxe.
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Old 02-18-2016, 09:46 AM   #42
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I just went to fidelity.com to check this out, and they'll give me Premier for free (even the state is free, according to their web site).

I've used taxact the last several years - can TT import last year's data from taxact?
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Old 02-18-2016, 10:28 AM   #43
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Originally Posted by mrfeh View Post
I just went to fidelity.com to check this out, and they'll give me Premier for free (even the state is free, according to their web site).

I've used taxact the last several years - can TT import last year's data from taxact?
Not sure about taxact but it imported my H&R block taxcut data.
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Old 02-18-2016, 10:31 AM   #44
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Not sure about taxact but it imported my H&R block taxcut data.
Thanks.

I should add - I've been using the online version of taxact, so I don't have data files locally. TT would need to import it from a PDF.
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Old 02-19-2016, 04:15 PM   #45
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Update - I was offered the $54.99 on 2/17 and my own rep would get me the remaining $27+ owed. I saw the $54.99 deposited then withdrawn on 2/17, deposited and withdrawn again to another of my accounts on 2/18 and an email from my rep that I would get a phone call today to followup on the reimbursement. I get my call today from an assistant and I was offered a $100 restaurant gift card of my choice in lieu of the $82.49. This took us by surprise as this must be the workaround the federal gifting rules, gift card instead of money? Exchange a restaurant gift card for the cost of the Turbotax? Now I feel like I'm getting the infomercial raingutter estimate where they give you a gift voucher from restaurant.com!
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