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01-07-2020, 12:33 PM
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#21
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Recycles dryer sheets
Join Date: Jun 2018
Posts: 203
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I'm surprised I didn't get the offer, as my account is of decent size. Oh well.
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01-07-2020, 12:52 PM
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#22
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Administrator
Join Date: Jan 2008
Location: Land of Florida Man
Posts: 38,457
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Folks that believe they should be eligible but don’t see the offer, a couple of years ago I didn’t get the free TT so I contacted Fidelity to ask why. Their response was “sorry, go ahead and buy a copy, send us the invoice and we’ll reimburse your account”.
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Free TurboTax Premier 2019 for some Fidelity clients
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01-07-2020, 12:54 PM
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#23
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Recycles dryer sheets
Join Date: Nov 2013
Posts: 218
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Free TurboTax Premier 2019 for some Fidelity clients
 Quote:
Originally Posted by FIREd_2015
I got the free offer but can't find the download button. How do I get to the download button?
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After following the “Get started now” link, scroll down to the Download section and click “See Products.” Premier will be $0.
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01-07-2020, 01:14 PM
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#24
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 23,063
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Quote:
Originally Posted by MichaelB
Folks that believe they should be eligible but don’t see the offer, a couple of years ago I didn’t get the free TT so I contacted Fidelity to ask why. Their response was “sorry, go ahead and buy a copy, send us the invoice and we’ll reimburse your account”.
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There are quite a few little quirks in their system like this.
In my case, I asked my rep about it and his reply was "Oh, I didn't know you used it. I'll put you on the list."
And I've had the offer on my account page every year since then.
__________________
I thought growing old would take longer.
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01-07-2020, 02:02 PM
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#25
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Sep 2003
Location: DFW
Posts: 7,282
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OP, thanks so much, just finished downloading. I probably would not have noticed this on my Fidelity page. Funny, I was at Costco the other day and would have purchased it, but was not able to find the turbo tax display.
__________________
Doing things today that others won't, to do things tomorrow that others can't. Of course I'm referring to workouts, not robbing banks.
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01-07-2020, 02:35 PM
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#26
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2016
Location: Central CA
Posts: 8,949
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I will contact my advisor and ask. Can't hurt to try eh? Although I did get the $20 off offer so maybe not. Only have a half mill with Fidelity.
__________________
Retired at 59 in 2014. Should have done it sooner but I worried too much.
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01-07-2020, 04:14 PM
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#27
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Recycles dryer sheets
Join Date: May 2015
Location: NorCal
Posts: 278
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Quote:
Originally Posted by obsessed
Look at Cobra9777’s post up above. That is what worked for me.
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Unfortunately, I clicked on the online button and I can't seem to back out of that. Anyone know how to get back to the main screen?
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01-07-2020, 04:16 PM
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#28
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Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 23,063
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Can't you just log out and back in to FIDO again?
__________________
I thought growing old would take longer.
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01-07-2020, 04:25 PM
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#29
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Recycles dryer sheets
Join Date: May 2015
Location: NorCal
Posts: 278
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Quote:
Originally Posted by braumeister
Can't you just log out and back in to FIDO again?
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That's the first thing I tried but it just takes me back to where I left off on the online version asking me to enter name, etc.
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01-07-2020, 04:35 PM
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#30
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Recycles dryer sheets
Join Date: May 2015
Location: NorCal
Posts: 278
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Ok. I figured it out. I was logging into TurboTax first and there is no option to download once I am logged in. What a pain in the A$$ site! I can't believe the $hit I will do to get free stuff! 
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01-07-2020, 07:48 PM
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#31
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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: 34,746
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SOL again despite our considerable Fidelity holdings and Premier Client account status.
__________________
Retired since summer 1999.
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01-07-2020, 07:54 PM
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#32
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2008
Posts: 6,885
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Quote:
Originally Posted by foxfirev5
Whew. Despite my demotion from Private Client I got the offer. However I've already ordered paper forms from the IRS to fill out in crayon. Much quicker and simpler in my case.
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Ended the PC status for my mother's account after we established a new trust for her.
So since I was the trustee, they transferred the assets to my Fidelity online account, under a new trust account there.
My mother's account has a fraction of the balance it used to have but the free Turbotax link appears there.
But my online account, which now has the bulk of those funds, doesn't offer it.
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01-07-2020, 07:57 PM
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#33
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Recycles dryer sheets
Join Date: Nov 2015
Posts: 63
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The link showed up today. When I click the link it goes to a dead page. Maybe tomorrow it will work.
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01-07-2020, 07:57 PM
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#34
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2016
Posts: 6,792
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Somebody posted on another site that you need at least a million in a taxable account to get the offer. Not sure how true that is or isn’t.
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01-07-2020, 07:59 PM
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#35
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Thinks s/he gets paid by the post
Join Date: Aug 2014
Location: Chicago West Burbs
Posts: 2,643
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Quote:
Originally Posted by COcheesehead
Somebody posted on another site that you need at least a million in a taxable account to get the offer. Not sure how true that is or isn’t.
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I can attest this is not true.
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01-07-2020, 08:25 PM
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#36
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2008
Posts: 6,885
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Quote:
Originally Posted by COHgirl
The link showed up today. When I click the link it goes to a dead page. Maybe tomorrow it will work.
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I tried it twice and it worked.
Odd that they give you Premier for free but the cheaper Deluxe version is $30.
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01-07-2020, 08:55 PM
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#37
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Thinks s/he gets paid by the post
Join Date: Feb 2007
Location: Upstate
Posts: 2,649
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Only the "up to $30 off" offer for me. I already purchased TaxCut in December, but still checked to see and still irritated that I wasn't given the free offer. A month or so ago a local Fidelity branch manager called me to discuss my account, how they could help me, etc. In the conversation it came out that they (Fidelity) treat (now ex) employer 401K accounts that they host differently than non-employer plan accounts. I explained that they may treat them differently, but I don't... Seeing this 'deal' reinforces it. Maybe Schwab/Ameritrade would like to get my considerable sized account.
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01-07-2020, 11:41 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: 34,746
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Quote:
Originally Posted by CRLLS
I can attest this is not true.
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But having more than a million in a taxable account doesn’t guarantee it either.
__________________
Retired since summer 1999.
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01-08-2020, 03:27 AM
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#39
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Recycles dryer sheets
Join Date: Nov 2011
Posts: 169
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The free TurboTax offer showed up in my Fidelity account yesterday.
__________________
FIREd 2012 at Age 49
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01-08-2020, 05:47 AM
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#40
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Thinks s/he gets paid by the post
Join Date: Dec 2014
Posts: 2,502
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Quote:
Originally Posted by audreyh1
But having more than a million in a taxable account doesn’t guarantee it either.
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Everyone's just guessing.
My guess (with the going to 0 commissions) they reduced the numbers available.
Maybe I'm not getting it because I did not see my PC rep this year? who knows?
Maybe I didn't get the offer because it would likely not matter in what I do.
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