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Fidelity - Free TurboTax Premier 2023
Posted on 12/14/23 at 11:20 am
Posted on 12/14/23 at 11:20 am
Fyi if you qualify, Fidelity is now showing the free offer for TurboTax Premier ($5 for the download instead of online). Just downloaded and installed it.
PS The criteria to qualify is unknown
PS The criteria to qualify is unknown
This post was edited on 12/14/23 at 11:21 am
4
Posted on 12/14/23 at 12:38 pm to gpburdell
Where in the app might I find this?
Posted on 12/14/23 at 10:10 pm to turkish
I've never seen in the app. Log into Fidelity with a PC browser and look at the bottom of the main page. You should see a section with the Fidelity offer. It could be the free offer or a discounted rate.
Posted on 12/14/23 at 11:57 pm to gpburdell
quote:Don't see it.
I've never seen in the app. Log into Fidelity with a PC browser and look at the bottom of the main page. You should see a section with the Fidelity offer. It could be the free offer or a discounted rate.
Posted on 12/15/23 at 12:53 am to gpburdell
quote:
Fyi if you qualify, Fidelity is now showing the free offer for TurboTax Premier ($5 for the download instead of online). Just downloaded and installed it. PS The criteria to qualify is unknown
So what are we saving here?
Posted on 12/15/23 at 9:14 am to gpburdell
Fidelity: Free TurboTax Premier For Some
December 12, 2023
Update 12/12/23: Deal is back for 2023: free TurboTax Premier online version or $5 for the download. In your Fidelity online login go to Accounts > Portfolio to find this. Others are just seeing a 20% discount.
December 12, 2023
Update 12/12/23: Deal is back for 2023: free TurboTax Premier online version or $5 for the download. In your Fidelity online login go to Accounts > Portfolio to find this. Others are just seeing a 20% discount.
Posted on 12/15/23 at 11:34 am to gpburdell
Nice find, thanks baw. I paid out last couples years
Posted on 12/15/23 at 12:21 pm to Upperdecker
Just a 20% discount for me 
Posted on 12/15/23 at 2:19 pm to MikeD
quote:Rat bastards don't give me anything at all for my 401k.
Just a 20% discount for me
Posted on 12/15/23 at 4:45 pm to tokenBoiler
Yeah workplace accounts get no love. I've got taxable, rollover ira, roth ira, hsa, cash mgmt (checking/bill pay), credit card and 401k.
Alot of people speculate to qualify you need some combination of:
-Private Client group
-High overall account balance excluding 401k (>250k)
-Multiple accounts and/or types
I've got the last two.
Alot of people speculate to qualify you need some combination of:
-Private Client group
-High overall account balance excluding 401k (>250k)
-Multiple accounts and/or types
I've got the last two.
Posted on 12/15/23 at 5:46 pm to NOSHAU
I had a hard time finding it. In the browser , I had to log in, go to accounts in the top left, then scroll down to tax info (not portfolio).
Posted on 12/17/23 at 1:43 pm to turkish
quote:Thanks! It turns out I do get the 20%.
I had to log in, go to accounts in the top left, then scroll down to tax info (not portfolio).
Posted on 12/18/23 at 9:22 am to tokenBoiler
quote:What is the regular price? I know Sams and Costco offer discounted versions as well.
Thanks! It turns out I do get the 20%.
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