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Old 12-20-2016, 06:57 PM   #61
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I just checked again. It is on the Summary account tab. The very first page you get after you sign in. That may be as a result of my login preference, so explore the site a bit.
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Old 12-20-2016, 07:05 PM   #62
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It shows, Asset Allocation, some box detailing my accounts, and then Tax Information is the box on the far right.

However, I just chatted with a representative.

He told me there is a discount for every Fidelity customer but to get it for free, you need to do 500 trades a year.

Of course I know that's not the case with some of the people who posted here.

He gave me this link:

https://www.fidelity.com/tax-informa...count/overview
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Old 12-20-2016, 07:08 PM   #63
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Originally Posted by explanade View Post
It shows, Asset Allocation, some box detailing my accounts, and then Tax Information is the box on the far right.

However, I just chatted with a representative.

He told me there is a discount for every Fidelity customer but to get it for free, you need to do 500 trades a year.

Of course I know that's not the case with some of the people who posted here.

He gave me this link:

https://www.fidelity.com/tax-informa...count/overview
That sounds like the right page. That page is customizable and you can open and close boxes containing all kinds of data, news, your winners, losers, your retirement score, etc. Sounds like you have the offer box closed possibly.
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Old 12-20-2016, 07:12 PM   #64
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Hmm, if I click the 2016 Tax Information box, it goes to a page with "Tax Resources" section on the bottom of the page.

In that section are links to the $20 off Turbo Tax ("courtesy of Fidelity"), H&R Block, Fidsafe (some service for storing documents securely) and a link to IRS documents.

I guess that's all I'm eligible for, $20 off probably the full price, so it may be about the same as buying from Amazon.
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Old 12-20-2016, 07:25 PM   #65
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Hmm, if I click the 2016 Tax Information box, it goes to a page with "Tax Resources" section on the bottom of the page.

In that section are links to the $20 off Turbo Tax ("courtesy of Fidelity"), H&R Block, Fidsafe (some service for storing documents securely) and a link to IRS documents.

I guess that's all I'm eligible for, $20 off probably the full price, so it may be about the same as buying from Amazon.
It's not under the tax information box. Without taking a screen grab of my entire account, I can't be of anymore help. Sorry.
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Old 12-20-2016, 07:29 PM   #66
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So you get it with just $12k in assets?

What is the verbiage for the free TurboTax offer?

I don't have a PCG rep. But my father has a ton of money with them so where does he look or whom should he ask?
If your dad is PCG, he can connect you as part of their family program. We are private client and daughter and SIL get the same benefits and use the same rep.
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Old 12-20-2016, 07:33 PM   #67
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Quote:
Originally Posted by explanade View Post
It shows, Asset Allocation, some box detailing my accounts, and then Tax Information is the box on the far right.

However, I just chatted with a representative.

He told me there is a discount for every Fidelity customer but to get it for free, you need to do 500 trades a year.

Of course I know that's not the case with some of the people who posted here.

He gave me this link:

https://www.fidelity.com/tax-informa...count/overview
I've made zero trades the last couple of years nor do I have any managed accounts. Assuming PCG status is the requirement for the free Turbo Tax, this is from Fidelity's website for PCG qualification:

"Fidelity Private Client Group® program membership is generally available to investors whose eligible retail household relationship assets are over $1 million, of which at least $500,000 is registered under the same Social Security number (SSN) or tax identification number (TIN) or lists the same SSN or TIN for the custodian of a Uniform Gifts/Transfers to Minors Act account. Eligible Fidelity retail accounts generally include those maintained by Fidelity Brokerage Services or held in Portfolio Advisory Services accounts [excluding assets maintained through Fidelity-recordkept retirement saving plans, such as 401(k) and 403(b) plan assets]. Household relationship assets will be determined by aggregating the assets of eligible retail accounts held by the investor and his or her immediate family members who reside at the same address."
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Old 12-20-2016, 07:45 PM   #68
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No biggie if I have to buy.

I am not interested in becoming a PCG client just to save $50. The fees much more than $50, I would assume.
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Old 12-20-2016, 07:50 PM   #69
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No biggie if I have to buy.

I am not interested in becoming a PCG client just to save $50. The fees much more than $50, I would assume.
Nope. No additional fees.
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Old 12-20-2016, 07:52 PM   #70
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No biggie if I have to buy.

I am not interested in becoming a PCG client just to save $50. The fees much more than $50, I would assume.
what fees? I can't think of any additional fees when compared to other Fido clients. But I would not move more $ to fido just for the tax program deal.

BTW, this is the first time I'm taking advantage of the offer. This offer looks (at first) like online only. I prefer download... so I have bought another brand in years past. When I saw you can get a download, I decided I'd try it. I also bought my other program before seeing this deal. I'll compare both this year.
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Old 12-20-2016, 08:00 PM   #71
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So what is a PCG client then, still DIY under a different name?

Sounded like some kind of investment management thing.
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Old 12-20-2016, 08:03 PM   #72
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So what is a PCG client then, still DIY under a different name?

Sounded like some kind of investment management thing.
Where did you get that impression? Didn't you read the definition of a Private Client in just the last few posts?
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Old 12-20-2016, 08:11 PM   #73
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Glad I Stumbled On This Thread...

I've been looking at the local newspaper ads as well as online retailers looking for TurboTax software at a discounted rate. Somehow I missed this "offer' from Fidelity. I guess I don't pay much attention to my initial home screen when I login to Fidelity.

Having stumbled across this thread I now feel $50 - $60 richer as this is what I would have paid otherwise.

Thanks to the OP and others who chimed in on how to find the offer on the Fidelity web site.
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Old 12-20-2016, 11:54 PM   #74
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So what is a PCG client then, still DIY under a different name?
.............
Sounds to me like a diy, where you have a nice sized account
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Old 12-21-2016, 12:07 AM   #75
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Quote:
Originally Posted by nvestysly View Post
I've been looking at the local newspaper ads as well as online retailers looking for TurboTax software at a discounted rate. Somehow I missed this "offer' from Fidelity. I guess I don't pay much attention to my initial home screen when I login to Fidelity.

Having stumbled across this thread I now feel $50 - $60 richer as this is what I would have paid otherwise.

Thanks to the OP and others who chimed in on how to find the offer on the Fidelity web site.
I switched from Turbo Tax to H&R Block years ago because H&R is always cheaper (and they do taxes). And it's always cheaper every year.

The switch was easy as it imported the previous year TT info.
I just bought this year Fed & State for $21
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Old 12-21-2016, 08:42 AM   #76
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I switched from Turbo Tax to H&R Block years ago because H&R is always cheaper (and they do taxes). And it's always cheaper every year.

The switch was easy as it imported the previous year TT info.
I just bought this year Fed & State for $21
I just received a free H&R Block Deluxe + State disc w/ free e-file in the mail. I used them 3 years ago so I think they want me back. Back when I made the change to TT, I really didn't see any real difference between comparable versions of TT and H&R. I'll stick w/ my free TT (Fidelity) as long as they keep offering it. I'll give the H&R disc to whichever of my kids wants it.
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Old 12-21-2016, 08:48 AM   #77
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No free Fidelity TurboTax offer for me. Assets at Fidelity are $1.5M+ but I seldom trade. Guess I need to investigate PCG status.
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Old 12-21-2016, 09:58 PM   #78
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No free Fidelity TurboTax offer for me. Assets at Fidelity are $1.5M+ but I seldom trade. Guess I need to investigate PCG status.
About the same size account for us, and probably 20-30 trades per year...but ours shows as Fidelity Premium Service.
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Old 12-21-2016, 11:01 PM   #79
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No free Fidelity TurboTax offer for me. Assets at Fidelity are $1.5M+ but I seldom trade. Guess I need to investigate PCG status.
Wow.... I would think you could easily transfer at least half that 1.5M to Chuck or TD "in kind" so no tax effect, and be paid up to $2,000 for the effort.
Which isn't an effort since they do all the work.
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Old 12-22-2016, 10:26 AM   #80
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From what I am seeing, this is the same offer available to the public. You can file 1040a and 1040ez both fed and state for free using their online software. If you need more option than that you'll have to pay something.

Note, I'm not a Fidelity member...
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