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Fidelity offers FREE TurboTax Premier
02-02-2013, 08:48 PM
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#1
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2007
Posts: 7,746
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Fidelity offers FREE TurboTax Premier
I saw this posted elsewhere online and figured I would share it here.
https://www.fidelity.com/premier
I have logged into fidelity and clicked through to the Turbotax website. It does appear the Premier Turbotax is free for online use and Federal E-File. I didn't actually fill out my return using Turbotax yet, but I might give it a try this year (I usually do paper forms and mail in).
As far as account level, I am a "Fidelity Premium Services" tier customer. I think that is one step up from entry level but I don't really know how their tiers work or whether Fidelity Premium Services tier is required to get the free turbotax. Vanguard apparently gives this out free to customers with $1M+ in assets with vanguard but I'm not quite there yet (ha!).
I also saw some discussion about the link working best in Firefox, so if Chrome or IE don't work for you, you may want to try Firefox.
__________________
Retired in 2013 at age 33. Keeping busy reading, blogging, relaxing, gaming, and enjoying the outdoors with my wife and 3 kids (8, 13, and 15).
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02-02-2013, 09:04 PM
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#2
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2007
Posts: 7,746
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Here's another thread about free turbotax for vanguard members: http://www.early-retirement.org/foru...ers-64179.html
__________________
Retired in 2013 at age 33. Keeping busy reading, blogging, relaxing, gaming, and enjoying the outdoors with my wife and 3 kids (8, 13, and 15).
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02-02-2013, 09:32 PM
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#3
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Full time employment: Posting here.
Join Date: Sep 2008
Location: Southeast USA
Posts: 548
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Speaking of Fidelity and Turbotax. I was working on my tax today. I could not find my paper 1099R from Fidelity. I don't know if they sent one or not. My plan "A" was to print out a copy of the 1099R on the Fidelity website. It appears that Fidelity has upgraded to the latest version of Acrobat, which is incompatible with my older version of Acrobat reader. I attempted unsuccessfully to download the new version of Acrobat reader to my PC. It appears that I will have to manually uninstall the older version of Acrobat on my PC before I can install the new version. I Did not do that today
This is the first time that my version of Acrobat reader did not work for me. My general policy is to use old software until it doesn't work anymore.
My plan "B" was to download the 1099R directly from Fidelity to Turbotax. This worked except that the name that appeared in my Turbotax was not "Fidelity Investments" but was instead "National Financial services LLC" with no reference to Fidelity.
Fidelity had sent a paper Form 5498 with a header "Fidelity Investments National Financial Services LLC". So I was able to surmise that the downloaded 1099R was from Fidelity.
My Turbotax is on a CD.
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02-03-2013, 07:05 AM
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#4
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Thinks s/he gets paid by the post
Join Date: Dec 2012
Location: Georgia
Posts: 2,240
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We bought TurboTax already this year... but this will make me think twice about buying it before waiting for this kind of offer from Fido.
The problem is that we absolutely needed to start doing our taxes early this year, in an attempt to establish whether our AGI would allow us to make Roth contributions. I suppose we don't need that next year.
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02-03-2013, 09:41 AM
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#5
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Thinks s/he gets paid by the post
Join Date: Mar 2010
Location: Seattle-ish
Posts: 1,156
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My Fidelity link just says "Save up to $20 on TurboTax Online and Desktop federal products," not that it is entirely free. As I mentioned in the other thread, I'm gonna try FreeTaxUSA--which is one of the free tax preparers recommended by the IRS site.
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02-03-2013, 11:00 AM
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#6
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2007
Posts: 7,746
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 Quote:
Originally Posted by Birdie Num Nums
My Fidelity link just says "Save up to $20 on TurboTax Online and Desktop federal products," not that it is entirely free. As I mentioned in the other thread, I'm gonna try FreeTaxUSA--which is one of the free tax preparers recommended by the IRS site. |
Interesting. After I log in (to my account or DW's account) is says "
Prepare Your Taxes the Easy Way With TurboTaxŪ
To thank our most valued customers, we're offering free TurboTax Online Premier, including complimentary federal online e-filing."
Maybe I'm a more valued customer??  Do you have $250,000+ in Fidelity? I'm curious if it is for the Fidelity Premium Services customers only. Others online say they don't have anything at Fidelity and it still works. If you are interested, it may be worth a call to a fidelity rep to find out why you aren't a valued customer...
__________________
Retired in 2013 at age 33. Keeping busy reading, blogging, relaxing, gaming, and enjoying the outdoors with my wife and 3 kids (8, 13, and 15).
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I have used downloaded tt
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02-03-2013, 11:21 AM
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#7
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Recycles dryer sheets
Join Date: Aug 2009
Location: palm bay , FL
Posts: 121
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I have used downloaded tt
this is my second year purchasing from ioffer dot com, got home and office for $10, you get a link to down load file. So far I have imported last years data and gottten updates, not yet filed. Last I knew, online turbo tax would not let you import last years return, that could have changed.
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02-03-2013, 01:24 PM
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#8
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Thinks s/he gets paid by the post
Join Date: Mar 2010
Location: Seattle-ish
Posts: 1,156
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Quote:
Originally Posted by FUEGO
Interesting. After I log in (to my account or DW's account) is says "
Prepare Your Taxes the Easy Way With TurboTaxŪ
To thank our most valued customers, we're offering free TurboTax Online Premier, including complimentary federal online e-filing."
Maybe I'm a more valued customer?? Do you have $250,000+ in Fidelity? I'm curious if it is for the Fidelity Premium Services customers only. Others online say they don't have anything at Fidelity and it still works. If you are interested, it may be worth a call to a fidelity rep to find out why you aren't a valued customer... |
Nope, nowhere near that amount.  Maybe I will call a rep on Monday. Thanks!
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02-03-2013, 06:46 PM
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#9
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2011
Posts: 8,407
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Free at T. Rowe Price but I think you need to be a 'high net worth investor'. Otherwise you get a discount.
__________________
Living well is the best revenge!
Retired @ 52 in 2005
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02-03-2013, 07:04 PM
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#10
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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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Quote:
Originally Posted by FUEGO
Interesting. After I log in (to my account or DW's account) is says " Prepare Your Taxes the Easy Way With TurboTaxŪ
To thank our most valued customers, we're offering free TurboTax Online Premier, including complimentary federal online e-filing."
Maybe I'm a more valued customer?? Do you have $250,000+ in Fidelity? I'm curious if it is for the Fidelity Premium Services customers only. |
For Premium Services, you must had 250k in assets OR 100k assets and trade 36 times/yr.
For Private Client group it's 1 mil in assets. Private Client group get all the benefits of Premium Services and additional benefits.
I was talking to Fidelity about Turbotax benefits and the rep admitted they don't really advertise it well. Apparently, for Private Client you can get free TT online or the software on disc (Deluxe version) too. I left a message for my rep to see what the real story is.
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02-04-2013, 04:57 AM
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#11
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,139
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Hmmmm, - I always thought it was online only, and I never wanted to do it online.
Updated - OK I see the $20 off from the TT web site. They offer $29.99 for the basic Federal, and $49.99 for deluxe federal plus State software (download, not online).
Costco has the deluxe Federal only (+ eFile) software on CD in their stores for $29.99.
Amazon has the TT basic Federal for $26.99 and deluxe Federal for $29.99 today. Amazon's prices change daily.
__________________
Retired since summer 1999.
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02-04-2013, 08:30 AM
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#12
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2007
Posts: 7,746
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Quote:
Originally Posted by audreyh1
Hmmmm, - I always thought it was online only, and I never wanted to do it online.
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Yes, this offer from Fidelity appears to be for the Turbotax Online version only. The Deluxe was shown as $19.99 to me, but the higher tier Premier was free.
__________________
Retired in 2013 at age 33. Keeping busy reading, blogging, relaxing, gaming, and enjoying the outdoors with my wife and 3 kids (8, 13, and 15).
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02-04-2013, 08:45 AM
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#13
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,139
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Quote:
Originally Posted by FUEGO
Yes, this offer from Fidelity appears to be for the Turbotax Online version only. The Deluxe was shown as $19.99 to me, but the higher tier Premier was free.
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Right, through Fidelity - the Premier is free for online only, but $74.99 if you want to download the software or get the CD. Deluxe is $19.99 for online only, but $29.99 for download/CD.
__________________
Retired since summer 1999.
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02-04-2013, 01:10 PM
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#14
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Thinks s/he gets paid by the post
Join Date: Jun 2004
Location: W Wash
Posts: 1,644
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Suggest you call your Fidelity Rep, it is surprising what they can comp.
If you are Private Client, it is a slam dunk, refund of whatever you pay--just send them the receipt.
Nwsteve
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02-04-2013, 03:27 PM
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#15
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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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Here's the info I got when I called today. Fidelity offers the software on CD mainly to active traders. If you're at the Private Client group level, you get online Premier free and you can also get TT Deluxe mailed to you on CD for free, but only if you call/ask. I was told they don't advertise this as a benefit since it depends on the agreement with TT and the cost. So you need to check every year to see what is being offered.
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02-05-2013, 10:25 AM
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#16
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Recycles dryer sheets
Join Date: Dec 2006
Posts: 479
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I just call asking for TT deluxe on CD.
They said no problem we'll get it in the mail today. Then he said I would still have to purchase the licenses for $30 or $40. lol What's the point.
I'll just continue to get it from Best Buy since I usually have about 5 fed efiles to do.
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Not intended for all Fidelity customers
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02-05-2013, 11:08 AM
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#17
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Confused about dryer sheets
Join Date: Feb 2013
Posts: 1
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Not intended for all Fidelity customers
This offer from Fidelity was intended for Private Client Group and Active Trader customers. For all other Fidelity customers, including 401K plan participants Fidelity offers $10 off Deluxe, $15 off Premier and $20 off Home and Business. And these dollar offer offers are good for both TurboTax Online and desktop download products. To take advantage of these discounts simply visit Fidelity.com and click on the Taxes link under popular topics in the middle of the page
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02-05-2013, 04:07 PM
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#18
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Nov 2007
Posts: 7,746
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Looks like the deal is dead folks. You may be able to talk to a fidelity rep and see if they can help you with the change in terms if you already signed up for TT and thought you were eligible for the promo.
__________________
Retired in 2013 at age 33. Keeping busy reading, blogging, relaxing, gaming, and enjoying the outdoors with my wife and 3 kids (8, 13, and 15).
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02-05-2013, 05:34 PM
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#19
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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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Even if you qualify for free Turbotax, they completely shut down access. I was talking to a Fidelity rep and they suggested contacting your rep and they would reimburse you.
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02-05-2013, 05:54 PM
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#20
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,139
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What happened?
I noticed the Turbotax rebates were no longer offered at Costco today. I'm glad I bought my copy last week.
__________________
Retired since summer 1999.
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