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02-17-2016, 05:18 PM
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#41
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,362
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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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02-18-2016, 08:46 AM
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#42
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Thinks s/he gets paid by the post
Join Date: Jul 2013
Posts: 1,884
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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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02-18-2016, 09:28 AM
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#43
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Thinks s/he gets paid by the post
Join Date: Sep 2006
Posts: 1,743
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 Quote:
Originally Posted by mrfeh
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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Not sure about taxact but it imported my H&R block taxcut data.
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02-18-2016, 09:31 AM
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#44
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Thinks s/he gets paid by the post
Join Date: Jul 2013
Posts: 1,884
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Quote:
Originally Posted by Corporateburnout
Not sure about taxact but it imported my H&R block taxcut data.
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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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02-19-2016, 03:15 PM
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#45
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Thinks s/he gets paid by the post
Join Date: Jul 2010
Location: Chicago
Posts: 1,008
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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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