Were you a Private Client before you transferred your checking and savings to Fidelity? Did you have a rep assigned before and if not, do you have one now? Frequent traders is not an absolute requirement (many of us who get it trade very little), but it can be if you are an Active Trader Pro. We have covered this topic dozens of times in this thread. Since then, I've gotten the offer every year. Then I moved my "checking" and "savings" accounts to Fidelity, and make frequent manual purchases (and automatic redemptions) of MM funds like FZDXX as new money is deposited. My vote is minimally "frequent traders" get it. Some have had success calling in and requesting, others have not. Not sure if anyone has "cracked the code" as to why - or why not. They do not email people to tell them about it (which is stupid, since it's a big customer benefit that they should be making sure customers know about.Īnd not everyone gets the offer to show up. Come back in mid-December and someone will post when it's available. It will be on the main page when you login to the Fidelity site (the one with the boxes), towards the bottom. I am a Private Client member and I never recall getting the free Turbotax offer.Īm I entitled to this, and if so, how do I access it? You can import the previous year's filed return between platforms. Obviously, the first year he needed to fill the basic information first.Īnd yes, you cannot import an in-process return from one platform to the other, so if you start on one platform you will need to re-enter everything if you switch. What I do for my son is to login to his account through the Fidelity link and then go through to the payment section (even without entering his tax information for the year) and "pay" for his return, so he can then login on his own to file for free. That is correct about only paying to file. Personally, I "start over" to ensure I have a "clean" set of data for my "official" filing, so it's never been an issue for me. I don't recall if there's a way to import your data from online. One slight complication though is if you opt for the "desktop" version of the software. If that's correct, then yes, should work out. My understanding is the online tools are free to "use", but you "pay to file". The first time around for each of us, there was no account, so we had to establish one from scratch via prompts from Intuit the free version then popped up - along with a bunch of plus selling trying to get folks to buy a fancier package than they need and advice they don't need. I later do the same for my dad starting with the Fidelity-provided link, which brings me again to the sign-in page, where I sign into his account. To claim the free offer for myself, I go through the Fidelity-provided link, which brings me to a sign in page where I sign into my account. I have been using this for years to prepare my dad's fed + state taxes for free as well as my own, even though he does not have a Fidelity account. The Fidelity free TurboTax offer allows for the creation of multiple separate Intuit accounts for different people - all free. I just got reassigned to a new rep after a few years with one under which I never got TT nor a reasonable explanation of why not (they offered "it is a marketing program and the marketing people told me you weren't eligible") Now I don't, but my mother (whose finances I handle) does, even though she has more modest accounts with Fidelity than we do. I have had similar experiences, although for a couple of years I did get the free TT Premier. That was the only conversation I've ever had with my rep. I even asked my rep a couple years ago (not sure on exactly how long ago) for the free turbotax for PCG members that I saw everyone getting, and he specifically said I wasn't eligible. Not really sure what changed exactly.Ĭongrats! Welcome to the club! Did you get a rep assigned this year? I assume you are and were PCG? After a few years of whining silently to myself that I didn't get free Turbotax from Fidelity, I finally got it this year.
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