Fidelity Customers - Get TurboTax® Premier free, YMMV

a
alfred1
楼主 (北美华人网)
Get TurboTax® Premier free
Receive a free federal and state tax return TurboTax® will automatically import your Fidelity account info Get your refund quickly by direct depositing into your Fidelity account To see if you have the offer, login to your account and go to the Summary page if it''''s not your default (Accounts & Trade -> Portfolio). If eligible, you will see a box titled "Get TurboTax® Online Premier free" on the right side towards the bottom of the page with a link to go to the TurboTax site to "purchase" (see the attached image to see what it looks like).
You can either use the online version, or look towards the bottom of the page for "Download Install TurboTax software on your computer." and you can get the downloadable version of Premier for free. You can get Windows or Mac, or both (just say you want to add additional products after adding one version to your cart). If you need Home & Business, there is no discount on the website but once you install the Premier download, you can upgrade for only $10 (Help -> Upgrade TurboTax). There is no comparable cheap upgrade if you use the online version, you will pay $70 fo the Self Employed version.
If you are a good Fidelity customer and do not have the free offer, some people have reported contacting their rep and being given an account credit after buying it on their own. YMMV on that.
原帖在slickdeal上,我miss了昨天亚麻的turbotax deal,跑去翻了翻,看到这个,登陆到自己的账户,正好有这个offer。
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yulingxi
👍。 👍。 👍
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water48334
大赞,谢谢楼主。
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yangyangzj
这个是公司给开的那种退休账户还是自己开的理财账户?
爱咋咋地吧
哭,昨天刚买
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seven11
刚看了,没有,看来不是所有人都有这个优惠
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CleverBeaver
这个好
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valxintian
回复 1楼alfred1的帖子
thanks for sharing
R
RedCrayon
谢谢告知。刚看了一下有~~~~~~
d
diandian98
Get TurboTax® Premier free
Receive a free federal and state tax return TurboTax® will automatically import your Fidelity account info Get your refund quickly by direct depositing into your Fidelity account To see if you have the offer, login to your account and go to the Summary page if it''s not your default (Accounts & Trade -> Portfolio). If eligible, you will see a box titled "Get TurboTax® Online Premier free" on the right side towards the bottom of the page with a link to go to the TurboTax site to "purchase" (see the attached image to see what it looks like).
You can either use the online version, or look towards the bottom of the page for "Download Install TurboTax software on your computer." and you can get the downloadable version of Premier for free. You can get Windows or Mac, or both (just say you want to add additional products after adding one version to your cart). If you need Home & Business, there is no discount on the website but once you install the Premier download, you can upgrade for only $10 (Help -> Upgrade TurboTax). There is no comparable cheap upgrade if you use the online version, you will pay $70 fo the Self Employed version.
alfred1 发表于 2020-12-27 21:19

这么好!我要用business & home的
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laser2007
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chatchat
我也没有。
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Jimatssf
什么人可以有?
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csqx
谢谢。下了
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alfred1
回复 13楼Jimatssf的帖子
你自己试试就知道了
更具体些,以下的估计都有
Premium Services, Active Traders, Private Client
Certain covered clients: Private Wealth Management (PWM) client and owns one or more nonretirement account(s) or PCG, Premium, and ATS clients with minimum assets of either: PWI assets of $1,000,000 or more and PI assets of at least $500,000 and own one or more nonretirement account or Nonretirement assets $1,000,000 or more. Applies to Federal returns and one state return only. Cost of additional state returns are the responsibility of the client.
Definitions: PWI = Personal & Workplace Investments (aka 401k/pension/ESPP/etc.) PI = Personal Investments (individual, joint, IRA, Roth IRA, etc. accounts)
p
piano_artist
Get TurboTax® Premier free
Receive a free federal and state tax return TurboTax® will automatically import your Fidelity account info Get your refund quickly by direct depositing into your Fidelity account To see if you have the offer, login to your account and go to the Summary page if it''s not your default (Accounts & Trade -> Portfolio). If eligible, you will see a box titled "Get TurboTax® Online Premier free" on the right side towards the bottom of the page with a link to go to the TurboTax site to "purchase" (see the attached image to see what it looks like).
You can either use the online version, or look towards the bottom of the page for "Download Install TurboTax software on your computer." and you can get the downloadable version of Premier for free. You can get Windows or Mac, or both (just say you want to add additional products after adding one version to your cart). If you need Home & Business, there is no discount on the website but once you install the Premier download, you can upgrade for only $10 (Help -> Upgrade TurboTax). There is no comparable cheap upgrade if you use the online version, you will pay $70 fo the Self Employed version.
alfred1 发表于 2020-12-27 21:19

thanks for sharing
a
alfred1
回复 10楼diandian98的帖子
有人安装了premier后,pop出$10 upgrade to H&B
原帖在slickdeal上
s
seven11
谢谢告知。刚看了一下有~~~~~~
RedCrayon 发表于 2020-12-27 22:45

列害啊,最起码百万元户👍
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diandian98
回复 10楼diandian98的帖子
有人安装了premier后,pop出$10 upgrade to H&B
原帖在slickdeal上
alfred1 发表于 2020-12-27 23:58

谢谢,我没有
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Ross
谢谢,居然有,我账户远远不到百万啊。
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yixinnt
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teapot
Mark一下
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Caprisunny
大赞,谢谢楼主。
米糊糊
谢谢楼主,下载了
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ForeverMiracle
没有。这么多人都是PWI吗
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lydia17
看了,没有这个。不够资格。哎
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sz253
回复 1楼alfred1的帖子
多谢,已经下载
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snsb
多谢楼主,已下载。
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lbff
想问下有人知道银行保障的25万是怎么算的吗?比如fidelity一个名字下多种帐号,是总的25万还是每个帐号25万?我之前觉得是所有帐号加起来保障25万,所以不敢把太多钱放在同一个银行。。。
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newlife2007
为什么要下载?不是online就可以了吗?
这个包括州税吗?
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Caprisunny
谢谢,居然有,我账户远远不到百万啊。
Ross 发表于 2020-12-28 02:24

是的,并不需要百万,反正登录上去看看,这点时间总是有的。
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momclub17
我有啊。多谢。省钱了。
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sunnycici
只有股票账户的 可以吗?
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pstwo
非常感谢!但是没有省钱,我昨天从amazn买了.....
阿达达达
谢谢分享!太好了!
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mindonmind
登陆账号号哪里看有没有啊?
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briel
咔咔我也有,谢谢楼主
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jokerzzz
oh nice, thanks
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liyawei
送的是哪一种尼?premier/deluxe 送吗?昨天买亏了
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Tianailu
Good
y
yolandos
想问下有人知道银行保障的25万是怎么算的吗?比如fidelity一个名字下多种帐号,是总的25万还是每个帐号25万?我之前觉得是所有帐号加起来保障25万,所以不敢把太多钱放在同一个银行。。。
lbff 发表于 2020-12-28 14:44

off topic:
fidelity is not a bank so no FDIC insurance. It does have SIPC insurance which usually is 500K (including 250K cash). FDIC (bank) insurance can be checked at https://edie.fdic.gov/calculator.html. SIPC you will need to check https://www.sipc.org
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laser2007
回复 34楼pstwo的帖子
找AMAZON客服,我的给了full refund
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freetracy123
谢谢lz,居然也有
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122021
及时雨, 大赞LZ。
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lxl8809
没有看到。有Brokerage和IRA...
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dolphina
Mark
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Sunny111
刚看到,明天查不知是否有。多谢分享
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sakura_wind
谢谢,马克
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mingmou
谢谢楼主分享 查了下 没有那么多资产在里面 但是居然也有