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2022 Tax Program Deals
Old 11-13-2022, 05:16 PM   #1
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2022 Tax Program Deals

2022 TurboTax and H&R Block tax programs are out.

Only deal I've seen is a coupon for $15 off from an H&R Block email.

I usually get a much better deal. I have set up camelcamelcamel to notify me when H&R Block drops below $25 at Amazon.

Please post any deals you see on any tax software.
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Old 11-13-2022, 05:21 PM   #2
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I wait for the free TurboTax at Fidelity.
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Old 11-13-2022, 05:37 PM   #3
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I wait for the free TurboTax at Fidelity.
Lol. Can't beat free. I guess Schwab doesn't do that.
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Old 11-13-2022, 07:22 PM   #4
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I get $20 off at Fido and T Rowe, but the 2022 is not out yet. Deluxe is $55.99 at amazon. $44.99 at Walmart $39.99 at Softwaredeals
Just bought it from Softwaredeals. I had a problem saving my data, but found out Windows Defender blocked it, so I had to go and give it permission to save it. Problem solved.
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Old 11-13-2022, 07:36 PM   #5
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I wait for the free TurboTax at Fidelity.
+1. at least a month from now.
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Old 11-13-2022, 07:41 PM   #6
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Not much sense in getting it too soon (free or not) since lot's of the tables aren't ready yet.
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Old 11-13-2022, 07:41 PM   #7
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HRB regularly gets to $20-25 for Fed+State in early December on Amazon
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Old 11-13-2022, 08:01 PM   #8
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I must not have enough dough at Fidelity to qualify. Have never seen any "bucks off" offers.
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Old 11-13-2022, 08:41 PM   #9
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I think the bucks off at Fidelity is offered to everyone. The free ones are account level specific.
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Old 11-13-2022, 11:21 PM   #10
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I've been offered $15 and $20 off HRB, but I'm waiting to get it for $20 for State and Fed so I didn't even look at them..
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Old 11-14-2022, 05:22 AM   #11
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Quote:
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I get $20 off at Fido and T Rowe, but the 2022 is not out yet.
Go into the "Tax Forms" section of your FIDO account and the discount links are there.
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Old 11-14-2022, 05:31 AM   #12
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Originally Posted by COcheesehead View Post
I think the bucks off at Fidelity is offered to everyone. The free ones are account level specific.
2 quick questions if you can please


1) Does the free include state ?

and
2) Any idea what the $ level(s) is/are for free ? We get free advisor assigned but I haven't seen free offer yet.



Thanks !!!
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Old 11-14-2022, 05:59 AM   #13
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Quote:
Originally Posted by COcheesehead View Post
I think the bucks off at Fidelity is offered to everyone. The free ones are account level specific.
Quote:
Originally Posted by RetireBy90 View Post
1) Does the free include state ?

and
2) Any idea what the $ level(s) is/are for free ? We get free advisor assigned but I haven't seen free offer yet.
It does include state, but nobody really knows what the criteria are for the free software from FIDO. You can find many threads from past years discussing this, but no solid answer. For a given account value (usually considered Private Client level), some get it and others don't. Best thing to do is to ask your advisor there, but as mentioned above it most likely won't become available for some time yet. I remember once it was even delayed until January.
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Old 11-14-2022, 06:41 AM   #14
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^^^ Thanks, I'll fire off a query this morning.
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Old 11-14-2022, 06:57 AM   #15
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It does include state, but nobody really knows what the criteria are for the free software from FIDO. You can find many threads from past years discussing this, but no solid answer. For a given account value (usually considered Private Client level), some get it and others don't. Best thing to do is to ask your advisor there, but as mentioned above it most likely won't become available for some time yet. I remember once it was even delayed until January.
Iím thinking of moving from my current broker back to Fidelity. This got me thinking that I should ask for the tax program as a perk for moving. Iím sure I wonít have enough of a total balance to get their attention, but maybe at transfer time theyíll do it. Worth a try.
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Old 11-14-2022, 07:24 AM   #16
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Not much sense in getting it too soon (free or not) since lot's of the tables aren't ready yet.
I checked my Fidelity account and saw that I could get "up to" $20 off. I think I got a better deal through Costco. Have downloaded it an yes, some very important parts are missing. I can't update Medical deductions, Pension income or IRA withdrawals. This is an unusual year (to say the least) and it appears I can skip my last quarterly payment, do a Roth conversion and still get a refund. That's based on entering 2022 data into the 2021 version, so it needs refining.
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Old 11-14-2022, 08:26 AM   #17
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Fidelity's offer isn't a great deal. Using the link from Fidelity, H&R offers me Deluxe for $35.74 + 44.99 per state. If I go to the H&R site directly, it offers Deluxe+State for 44.95.

I usually wait until Black Friday or later, when it's on sale at Newegg or Amazon.
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Old 11-14-2022, 08:44 AM   #18
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Originally Posted by athena53 View Post
I checked my Fidelity account and saw that I could get "up to" $20 off. I think I got a better deal through Costco. Have downloaded it an yes, some very important parts are missing. I can't update Medical deductions, Pension income or IRA withdrawals. This is an unusual year (to say the least) and it appears I can skip my last quarterly payment, do a Roth conversion and still get a refund. That's based on entering 2022 data into the 2021 version, so it needs refining.
That's pretty typical, IIRC... By mid to late December "most" parts should be available/functional, although updates will keep coming well into next year... The nice thing is every time you start up TT it automatically downloads any updates and things start working.
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Old 11-14-2022, 08:52 AM   #19
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2 quick questions if you can please


1) Does the free include state ?

and
2) Any idea what the $ level(s) is/are for free ? We get free advisor assigned but I haven't seen free offer yet.



Thanks !!!
It includes state. There has been a lot of discussion over what qualifies. My best guess is you need a taxable account, over a million and a certain level of activity and also possibly having funds in a Fidelity fund. That is only a guess.
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Old 11-14-2022, 10:30 AM   #20
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I've been using FreeTaxUSA for many years. It's FREE for federal and it's already up and running for 2022, subject to updates of course.

Like many folks here, I pre-plan my planning.

www.freetaxusa.com
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