idelity Free TurboTax Requirements Fidelity’s TurboTax Premier deal isn’t explicitly outlined on its website. The following requirements are supported by past experiences and data. Customers of Premium Services with over $250,000. Private Client Group customers (> $1m in assets at Fidelity, not all 401(k)). Use various account types, including retirement, non-retirement, CMA, credit/debit card, and HSA accounts. Fidelity customers who do not meet the requirement can still get TurboTax for cheaper. You’ll get up to $20 off TurboTax federal products: TurboTax Online, TurboTax Live, and TurboTax desktop downloads.
TurboTax 网页版是免费，Federal + State 加5刀可以买个downloadable的 Mac/Windows PREMIER安装版本， Federal + State。用了好几年了，往年的还可以加15块钱升支持small biz.
刚试了下， 加15刀升级成home+biz了。
有 E-file fee吗？
同没有 被歧视了
往年经验，federal e-file free， state e-file交钱
用了好几年了，往年的还可以再加10块钱升支持small biz版，今年的还没试
Likely you have various accounts with Fidelity and activly use them. Amount of funds is not important.
如果这样，跟出钱买 没区别啊！愿意mail的除外。
需要选desktop版本，下载安装以后有升级选项$1５。
谢谢分享
我是这么做的，
要先5刀买downloadable版，然后安装到你的机器上。开始报税，加上你自己的schedule C公司信息，就提示你需要升级了，直接付款15刀，就当场升好了，1分钟的事儿
要有120+ trade 才有资格。我刚才去问了。
SAME
不是所有账户都有，大多数是20% off，原价很高，所以打折下来比Costco还贵20多。和在线客服聊了一下，他也不知道什么条件可以拿到free premium的，但是by default所有account都有20% off。