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12-13-2016, 12:49 PM
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#21
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Recycles dryer sheets
Join Date: Mar 2012
Posts: 388
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Quote:
Originally Posted by audreyh1
OK - we found it. But it's tricky. This is tricky like it was before.
- First we had to click on the link "get started now" under "Get Turbotax Online Premier Free".
- Then it takes you over to Intuit Turbotax site. And it has the Fidelity logo. And it you "start for free" or "sign in". But ignore all that. Below, to the right there is a download link. Click on "See Products".
- And that's where the various downloadable versions are listed. And Turbotax Premier is free, and others are discounted.
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Worked for me. Thanks for the heads up on that....I was logging in and it was taking me to the online version.
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12-13-2016, 12:53 PM
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#22
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,199
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Quote:
Originally Posted by audreyh1
OK - we found it. But it's tricky. This is tricky like it was before.
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Nice catch, audreyh1! You're a tricky devil, aren't you?
That worked for me too.
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12-13-2016, 12:55 PM
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#23
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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: 38,012
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Quote:
Originally Posted by braumeister
Nice catch, audreyh1! You're a tricky devil, aren't you?
That worked for me too.
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Well - those are the hoops we had to jump through before. So we looked for the same links.
__________________
Retired since summer 1999.
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12-13-2016, 01:02 PM
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#24
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Administrator
Join Date: Jan 2008
Location: Chicagoland
Posts: 40,589
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I just checked, and like last year, no sign of free TT for our account. Last year I sent an email asking why and they offered to refund my purchase, which they did. I'll send an email again this year.
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12-13-2016, 01:27 PM
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#25
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Recycles dryer sheets
Join Date: Nov 2013
Posts: 222
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Thank you. Was just looking for this today, but couldn't locate the screen where it used to be offered. Instead the offer is on the Accounts & Trade > Portfolio screen if you scroll down. As in the past, you click Get Started Now, then get to choose Online or Download by clicking See Products.
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12-13-2016, 01:30 PM
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#26
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,199
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@audreyh1: It just occurred to me that I should probably clarify my "tricky devil" comment. It was meant as a compliment!
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12-13-2016, 01:34 PM
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#27
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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: 38,012
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No prob. But it's really TT who is the tricky devil. Someone showed me the way through the maze last year.
__________________
Retired since summer 1999.
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12-13-2016, 01:56 PM
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#28
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Thinks s/he gets paid by the post
Join Date: Oct 2015
Posts: 2,307
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Quote:
Originally Posted by audreyh1
OK - we found it. But it's tricky. This is tricky like it was before.
- First we had to click on the link "get started now" under "Get Turbotax Online Premier Free".
- Then it takes you over to Intuit Turbotax site. And it has the Fidelity logo. And it you "start for free" or "sign in". But ignore all that. Below, to the right there is a download link. Click on "See Products".
- And that's where the various downloadable versions are listed. And Turbotax Premier is free, and others are discounted.
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That worked for me - many thanks, audreyh1. Crazy convoluted though....
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12-13-2016, 03:50 PM
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#29
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,199
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Quote:
Originally Posted by MichaelB
I just checked, and like last year, no sign of free TT for our account. Last year I sent an email asking why and they offered to refund my purchase, which they did. I'll send an email again this year.
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Well, in your case I think the answer should be obvious.
But seriously, I had the same problem last year, and my rep said "Just go ahead and buy it and we'll reimburse you."
FIDO's customer service is light years beyond Vanguard, but it's still subject to the same vicissitudes any big company has to deal with. The local people are pretty damn good though, IMHO.
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12-13-2016, 05:50 PM
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#30
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Thinks s/he gets paid by the post
Join Date: Jun 2013
Location: Columbus
Posts: 1,118
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Me too. I have over 800k and separately my wife over 150k, but we never get this offer. [emoji20]
__________________
Ohio REFI PE ENG and Investor as of 2016
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12-13-2016, 06:46 PM
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#31
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Recycles dryer sheets
Join Date: Mar 2013
Posts: 285
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Quote:
Originally Posted by audreyh1
OK - we found it. But it's tricky. This is tricky like it was before.
- First we had to click on the link "get started now" under "Get Turbotax Online Premier Free".
- Then it takes you over to Intuit Turbotax site. And it has the Fidelity logo. And it you "start for free" or "sign in". But ignore all that. Below, to the right there is a download link. Click on "See Products".
- And that's where the various downloadable versions are listed. And Turbotax Premier is free, and others are discounted.
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And where do you find "Get Turbotax Online Premier Free"? I don't see it.
__________________
How can you tell when a cat is retired?
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12-13-2016, 06:49 PM
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#32
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Moderator
Join Date: Oct 2010
Posts: 10,656
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That link posted shows that to qualify for free tax software you need to spend $950 trading! (7.95*120). That's some expensive "free" software!
Quote:
Active Trader Services
Trades: 120+ stock, bond, or option trades in a 12-month period
Minimum balance: Maintain $25,000 in assets across your Fidelity accounts
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If I click on https://dpcs.fidelity.com/prgw/dpcs/tax-information/ and scroll down, then hit "Learn more about Turbo Tax", I get the "up to $20 off" offer.
Code:
<a class="ng-binding" ng-click="$ctrl.takeToOutsideLink(taxresource.TaxResourceisExternalUrl,taxresource.TaxResourceisNewTab,taxresource.TaxResourceLinkUrl)">Learn more about TurboTax® <!-- ngIf: (taxresource.TaxResourceisNewTab ==='true') --></a>
And it's not like having a balance at Fidelity is doing anything ... the $20 off is for anybody strolling through:
Quote:
Why take advantage of this offer with Fidelity
- You'll get up to $20 off on TurboTax (both online and desktop versions), whether you are a current Fidelity customer or just visiting Fidelity.com
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12-13-2016, 07:04 PM
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#33
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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: 38,012
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Quote:
Originally Posted by Cat-tirement
And where do you find "Get Turbotax Online Premier Free"? I don't see it.
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It was on our accounts overview page when we logged in. Look for the big Turbotax logo. And click "get started".
Get TurboTax® Online Premier free - next to logo
We didn't spend a big amount in trading fees, but we are Private Client Group.
__________________
Retired since summer 1999.
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12-13-2016, 07:14 PM
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#34
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Thinks s/he gets paid by the post
Join Date: Jul 2012
Location: Texas
Posts: 3,024
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Worked for me. It appears they are trying to guide people to use the online version, but as audreyh1 pointed out, the download option is certainly there. Just go slow and read everything carefully before clicking. Same as last year.
It's my understanding that the free Premier is offered to Active Traders and Private Client Group (PCG). I have no idea what the criteria is for Active Traders, but I'm told PCG is $1M or more in combined family accounts.
__________________
Retired at 52 in July 2013. On to better things...
AA: 85/15 WR: 2.7% SI: 2 pensions, SS later
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12-13-2016, 07:16 PM
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#35
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Full time employment: Posting here.
Join Date: Jan 2013
Posts: 775
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Quote:
Originally Posted by Al in Ohio
Me too. I have over 800k and separately my wife over 150k, but we never get this offer. [emoji20]
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With that much, you should get the offer. I'd ask them via chat.
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12-13-2016, 07:19 PM
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#36
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Moderator
Join Date: Oct 2010
Posts: 10,656
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Quote:
Originally Posted by MichaelB
I just checked, and like last year, no sign of free TT for our account. Last year I sent an email asking why and they offered to refund my purchase, which they did. I'll send an email again this year.
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I think this is the right approach. Or call your Fidelity Rep and maybe they can flip a bit somewhere, which would make you a "covered customer", and cause the offer to show-up.
I kind of doubt that those reporting free download have over 500 trades, but that's what the official line is. No mention of Private Client Group (PCG).
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12-13-2016, 07:25 PM
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#37
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Thinks s/he gets paid by the post
Join Date: Jul 2005
Posts: 4,366
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Quote:
Originally Posted by audreyh1
OK - we found it. But it's tricky. This is tricky like it was before.
- First we had to click on the link "get started now" under "Get Turbotax Online Premier Free".
- Then it takes you over to Intuit Turbotax site. And it has the Fidelity logo. And it you "start for free" or "sign in". But ignore all that. Below, to the right there is a download link. Click on "See Products".
- And that's where the various downloadable versions are listed. And Turbotax Premier is free, and others are discounted.
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+1. Just did that and I'm downloading it now.
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12-13-2016, 07:39 PM
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#38
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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: 38,012
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Quote:
Originally Posted by sengsational
I think this is the right approach. Or call your Fidelity Rep and maybe they can flip a bit somewhere, which would make you a "covered customer", and cause the offer to show-up.
I kind of doubt that those reporting free download have over 500 trades, but that's what the official line is. No mention of Private Client Group (PCG).
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Well, I've never had more than a handful of trades a year, but been PCG, and this is our third year of free TT Premier, so IMO PCG is a qualifier.
__________________
Retired since summer 1999.
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12-13-2016, 07:41 PM
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#39
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Recycles dryer sheets
Join Date: Mar 2013
Posts: 285
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Quote:
Originally Posted by audreyh1
It was on our accounts overview page when we logged in. Look for the big Turbotax logo. And click "get started".
Get TurboTax® Online Premier free - next to logo
We didn't spend a big amount in trading fees, but we are Private Client Group.
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Thanks. I guess we're not special enough, not being frequent trader nor PCG, since the 80% of our funds are in former 401k and Vanguard.
__________________
How can you tell when a cat is retired?
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12-13-2016, 07:46 PM
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#40
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Moderator
Join Date: Oct 2010
Posts: 10,656
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Quote:
Originally Posted by Cat-tirement
Thanks. I guess we're not special enough, not being frequent trader nor PCG, since the 80% of our funds are in former 401k and Vanguard.
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Yep, I'm spread-out between the three as well. But my taxes were done on a copy of HR Block a month ago. And if I get my refund as an Amazon gift card, I get 1.1x my refund amount.
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