Free Turbo Tax for Active Traders

[CABarb]

I was wondering if anyone here has taken advantage of the Free Turbo Tax Premier filing with Fidelity. Here's the link on the Fidelity website. If you're an active trader, you may have access to FREE Turbo tax. Scroll down to see the offers on this page:


https://www.fidelity.com/trading/active-trader-trading-service-levels

 

[38Chevy454]

Huge thread here:
https://www.early-retirement.org/forums/f28/free-turbo-tax-from-fidelity-103060.html


Bottom line: many of the forum use the free Fidelity Turbo tax.

 

[CABarb]

I've always paid even though I have a rather large account with them. After searching for jobs in the pandemic, I've decided to retire.



Thanks for the link. I'll contact Fidelity about it. Considering I've invested with Fidelity since the 80s, I should be able to get it.

 

[Al in Ohio]

I've always paid even though I have a rather large account with them. After searching for jobs in the pandemic, I've decided to retire.



Thanks for the link. I'll contact Fidelity about it. Considering I've invested with Fidelity since the 80s, I should be able to get it.

Account totals over $1M trigger the free offer. It might be over though. I download it in January.

 

[COHgirl]

If the link to the free offer isn’t showing, try emailing your “advisor”. (Our advisor doesn’t do anything, he’s basically just the guy we talked to when we opened our account)

 

[CABarb]

I've gone through my advisor and another person and they both tell me I don't get FREE turbo tax. I've provided links to where people have talked about getting free turbo tax and they still won't give it to me.



I've been using accountants or doing it myself. I was told I got it for free in previous years, but I've always paid. I'm going to buy it from a store for less than what Fidelity offers.