 |
|
Free TurboTax Premier 2019 for some Fidelity clients
01-06-2020, 11:39 PM
|
#1
|
|
Recycles dryer sheets
Join Date: Nov 2013
Posts: 218
|
Free TurboTax Premier 2019 for some Fidelity clients
Fidelity is now offering free TurboTax Premier 2019 (Federal + State) to qualified clients. If you qualify, a tile says "Get TurboTax® Online Premier free" towards the bottom after logging in (Accounts & Trade > Portfolio, All Accounts, Summary). The "Get started now" link takes you to an Intuit landing page which seems to offer only the Online version, but Download is also an option. If you prefer to download, scroll all the way down to Download and click See Products.
As before, it is not clear which clients qualify for this promotion, but Active Trader Pro and Private Clients probably do.
[Putting this in a new thread because it was buried in another.]
|
|
|
 |
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!
Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!
You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!
|
|
01-07-2020, 12:28 AM
|
#2
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2016
Posts: 8,968
|
I just got the discount offer.
|
|
|
|
|
01-07-2020, 04:35 AM
|
#3
|
|
Thinks s/he gets paid by the post
Join Date: Mar 2009
Posts: 2,919
|
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.
__________________
Took SS at 62 and hope I live long enough to regret the decision.
|
|
|
|
|
01-07-2020, 04:52 AM
|
#4
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 10,395
|
 Quote:
Originally Posted by RobbieB
I just got the discount offer.
|
You only received the $20 discount instead of the free offer?
__________________
TGIM
|
|
|
|
|
01-07-2020, 05:05 AM
|
#5
|
|
Recycles dryer sheets
Join Date: Oct 2019
Posts: 50
|
Not free for me :-(
I was offered the 20% discount...well every penny counts :-)
__________________
Not really confused about dryer sheets.....
|
|
|
|
|
01-07-2020, 05:07 AM
|
#6
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2018
Location: Tampa
Posts: 10,395
|
Quote:
Originally Posted by Third Son
I was offered the 20% discount...well every penny counts :-)
|
Do you have Private Client status?
__________________
TGIM
|
|
|
|
|
01-07-2020, 05:15 AM
|
#7
|
|
Thinks s/he gets paid by the post
Join Date: Mar 2009
Posts: 2,919
|
FWIW Private Client status evidently isn't a criteria. I got demoted over 2 years ago and just got the free Premier offer. Lot's of speculation about qualifying but I've seen nothing definitive.
__________________
Took SS at 62 and hope I live long enough to regret the decision.
|
|
|
|
|
01-07-2020, 05:25 AM
|
#8
|
|
Thinks s/he gets paid by the post
Join Date: Jul 2012
Location: Texas
Posts: 2,879
|
I saw the offer for free TurboTax Premiere when I logged in to Fidelity this morning. According to the bogleheads thread on this topic, it started showing up around 10pm last night (Jan 6).
Another path to the download version is to hover over "Products & Pricing" at the top of the page, then click "CD/Download products."
No credit card required this year.
__________________
Retired at 52 in July 2013. On to better things...
AA: 55% stock, 15% real estate, 27% bonds, 3% cash
WR: 2.7% SI: 2 pensions, some rental income, SS later
|
|
|
|
01-07-2020, 05:35 AM
|
#9
|
|
Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 23,410
|
Got it!
Important to remember to scroll down to the download section. Then you just have to tell them whether you're PC or Mac, and pick the right one (Premier) that shows zero cost.
You do have to put in your Turbotax login, and get an activation code, but that's no big deal.
Just another great perk from Fidelity!
__________________
I thought growing old would take longer.
|
|
|
|
|
01-07-2020, 05:50 AM
|
#10
|
|
gone traveling
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 34,002
|
Not for me but I didn't really expect it as I have less than 1/2 million with Fidelity.
|
|
|
|
|
01-07-2020, 06:19 AM
|
#11
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2016
Posts: 7,306
|
I got the free state and fed offer last night.
|
|
|
|
|
01-07-2020, 06:41 AM
|
#12
|
|
Thinks s/he gets paid by the post
Join Date: Apr 2008
Posts: 1,149
|
Thanks for the "heads up" as I could easily have missed the offer tile!
|
|
|
|
|
01-07-2020, 07:04 AM
|
#13
|
|
Thinks s/he gets paid by the post
Join Date: Nov 2006
Posts: 1,410
|
Well, I got it, but pretty worthless to me since I always buy it when it first comes out. Wish they offered it in early December. Oh well.
|
|
|
|
|
01-07-2020, 08:50 AM
|
#14
|
|
Thinks s/he gets paid by the post
Join Date: Sep 2013
Location: Ventura County
Posts: 1,408
|
I got so excited when I read this at 3AM that I got out of bed and DL'd it. How sad is my retired life?
|
|
|
|
|
01-07-2020, 10:20 AM
|
#15
|
|
Thinks s/he gets paid by the post
Join Date: Dec 2014
Posts: 2,502
|
I've been PC for more than a decade. nothing yet this year. I heard some whispers that I would not get the free version this year.
|
|
|
|
|
01-07-2020, 10:25 AM
|
#16
|
|
Thinks s/he gets paid by the post
Join Date: Aug 2014
Location: Chicago West Burbs
Posts: 2,681
|
I just saw this and downloaded it. WoooHooo! Now I wait until later in Jan to get my Fidelity paperwork.
|
|
|
|
|
01-07-2020, 10:38 AM
|
#17
|
|
Thinks s/he gets paid by the post
Join Date: Sep 2006
Posts: 1,743
|
I emailed my advisor yesterday then saw the offer on my login page last night. I thought that was a quick response on Fido's part but based on the information on this thread I don't think my email had anything to do with the timing of the offer.
|
|
|
|
|
01-07-2020, 12:15 PM
|
#18
|
|
Recycles dryer sheets
Join Date: May 2015
Location: NorCal
Posts: 289
|
I got the free offer but can't find the download button. How do I get to the download button?
|
|
|
|
|
01-07-2020, 12:27 PM
|
#19
|
|
Recycles dryer sheets
Join Date: Sep 2016
Location: Rain City
Posts: 73
|
Look at Cobra9777’s post up above. That is what worked for me.
|
|
|
|
|
01-07-2020, 12:31 PM
|
#20
|
|
Thinks s/he gets paid by the post
Join Date: Sep 2006
Posts: 1,743
|
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?
|
" Get started now"
|
|
|
|
|
|
|
Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
|
|
|
| Thread Tools |
Search this Thread |
|
|
|
| Display Modes |
 Linear Mode
|
Posting Rules
|
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts
HTML code is Off
|
|
|
|
» Recent Threads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
» Quick Links
|
|
|
