Al in Ohio
Thinks s/he gets paid by the post
Well my parents used to be PCG, paid a lot in fees annually. My father passed away 3 years ago and I took over managing my mother's assets under trust.
Last year I moved her IRA and the trust after-tax assets out of professional management at the end of November, start of December.
We still got the Turbo Tax with her login but this year, not seeing it yet.
In the summary page, it shows PCG and the assigned FA still on the upper-right hand corner.
In the left column, they show the "Professionally Managed Accounts" which all have zero balances as I've moved them all to a standard account holding mostly Fidelity zero cost funds.
So I imagine if I sent a message to the FA to ask about it, he'd probably say you're no longer PCG so no free Turbotax.
PCG has nothing to do with it. I have never been PCG. You hit one million your TT is free. You have to be VERY alert as to the timing and where on the screen.