Fidelity discount on turbotax.

I saw the free TurboTax Premier offer for 2023, started using it and then yesterday, the offer was no longer visible on the main page. I contacted Fidelity online and was told to go directly to the TurboTax site and see if I could access it there, but of course nothing is free there.For Fidelity this user found a way here.... After I had downloaded from one account and the second one would not work, I looked at the Fidelity website and noticed that I was already logged in to my account (the one I had downloaded from). Turns out that TurboTax had not dropped the connection from the first account.Some will be provided by your employer and others will come from Fidelity or the IRS. Below is a list of potentially important documents and where to get them.

@ bart2345 . Wow, that's a lot of questions in one comment! So I'll try to address as many as I can. If using Online TurboTax thru Fidelity, in order to get the Fidelity discounts one must begin the return at the Fidelity website's TurboTax portal through a Fidelity link and continue working on it there. I've provided more info below, …Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun. Free TurboTax Premier. Fidelity does offer TurboTax Premier to select customers for free. No one knows the exact criteria to be eligible. Numerous discussion on Bogleheads seem to indicate the following may give you a better chance but not guaranteed:@ bart2345 . Wow, that's a lot of questions in one comment! So I'll try to address as many as I can. If using Online TurboTax thru Fidelity, in order to get the Fidelity discounts one must begin the return at the Fidelity website's TurboTax portal through a Fidelity link and continue working on it there. I've provided more info below, …

There seems to be 3 Fidelity qualifying requirements that individually can be satisfied to trigger the TurboTax link: - being an active trader. - having non-retirement balance of at least $1m (excludes IRA/401k) - $100k in personal investing (excludes business-related accounts) oldcomputerguy. Moderator.As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity – directly from Fidelity Associates. ... Sorry to hear about the confusion in accessing the discount. To get the TurboTax discount on download software versions, please follow the steps below. ...

Jun 3, 2019 · Here's how to check: With the return open go to the left menu column and click on TAX TOOLS, then TOOLS. In the Tools window, choose MY FEES. If you continue to have trouble, here's how to reach TurboTax Support: Hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern), 7 days/week. It probably says "up to" $20, which means the amount depends on the product. Self-Employed would be $20 discount, Premier $15 discount, and Deluxe a $10 discount. If you haven't yet paid, do NOT pay. TurboTax normally doesn't correct any affiliate partner discount issues once one has paid. You can speak to TurboTax by phone during business hours.Jun 3, 2019 · Actually, I solved my problem with importing from Fidelity into TurboTax. As it turns out, TurboTax has problems with long passwords. My Fidelity password was 25 characters long. I changed it temporarily to 8 characters, and I was able to login to Fidelity from TurboTax and successfully imported my tax data. It probably says "up to" $20, which means the amount depends on the product. Self-Employed would be $20 discount, Premier $15 discount, and Deluxe a $10 discount. If you haven't yet paid, do NOT pay. TurboTax normally doesn't correct any affiliate partner discount issues once one has paid. You can speak to TurboTax by phone during business hours. The criteria on that site is not correct. I'm a Premium Services customer with over $300K at Fidelity and all that gets me a 20% discount link. Those who take the time to shop around next month, if they insist on using TurboTax, can find 30-40% discounts without looking very hard.

Jun 3, 2019 · 1 Best answer. Get it – Get the opportunity to refer a friend by being a TurboTax customer. Share it – Invite your friends to try TurboTax and they'll get up to 20% off. Enjoy it – For each friend that is new to using TurboTax Online and files their taxes using TurboTax, you get a $10 Amazon.com Gift Card. We'll reward you for up to 20 ...

Select Fidelity customers are eligible to receive a free copy of TurboTax Premier. In general, it seems to be Premium Services (>$250k) customers who are also Active Traders or Private Client Group customers (> $1m in assets at Fidelity, not all 401(k)), but not everyone seems to get it.

Level 15. We cannot see the offer you say that you have from Fidelity. Is the offer for a discount on the CD/download or for the online version of the software? Any time you are taking advantage of an affiliate discount you need to go through the affiliate website to get the discount. So there has to be something you need to read more …@ bart2345 . Wow, that's a lot of questions in one comment! So I'll try to address as many as I can. If using Online TurboTax thru Fidelity, in order to get the Fidelity discounts one must begin the return at the Fidelity website's TurboTax portal through a Fidelity link and continue working on it there. I've provided more info below, …Here is how to get the discount applied: 1. Go back to the special website provided by your bank, credit union, or insurance company and select the TurboTax link or icon. o This will take you to the special TurboTax-branded affiliate site with the discounted pricing. 2. Sign in to TurboTax and be sure to select the Take me to my return button. 3.1 Best answer. Get it – Get the opportunity to refer a friend by being a TurboTax customer. Share it – Invite your friends to try TurboTax and they'll get up to 20% off. Enjoy it – For each friend that is new to using TurboTax Online and files their taxes using TurboTax, you get a $10 Amazon.com Gift Card. We'll reward you for up to 20 ...To get your partner discount, start on the affiliate partner’s website, such as: Your bank or credit union. Insurance company. Other affiliate like Uber or Lyft. Select the TurboTax … Fidelity mentioned either your account has $1M+ (non 401K) or you have traded over 120 times, in order to get the free turbotax premier version for 2022. From your account under balance tab, you should see the trading profile,

33 TurboTax service codes in May 2024. Top TurboTax discount codes: 10% off tax filings. $107.10 TurboTax Premium. $188.10 TurboTax Live Assisted Premium.Hours: 7am-10pm ET M-F, 11:30am-10pm ET Sat/Sun. Got TurboTax Premium for free! Thanks Fidelity. I logged in to my Fidelity account today to find out I finally got the TurboTax Premium for free after 5 years of being a loyal Fidelity customer. Nevertheless, I'm super excited and grateful for all the excellent customer service throughout the years.IKEA is a popular home decor and furniture retailer that offers affordable and stylish products. If you’re looking to shop at IKEA online, you might be wondering how to get the bes...I'm not an expert, but I can tell you what I saw in my case with Fidelity Investments. If the T-Bill has a coupon amount, the Accrued Market Discount will be reported on your 1099-B as a capital gain, and the coupon interest on your 1099-INT. TurboTax then converts the Accrued Market Discount gain into interest and includes it on your Schedule B.While troubleshooting, we may have found a temporary workaround to download the desktop version of TurboTax Premier with the discount. After clicking the link from the Summary Tab on Fidelity.com, you should be directed to a landing page that thanks you for being a Fidelity client. ... (1/10/2022) and when I linked to the TurboTax Fidelity ...TurboTax discount / Fidelity: Fidelity customers can get up to $20 off on TurboTax products, and your Fidelity investment income can be automatically imported for you. Many credit cards — such ...2. DH and I both opened new joint brokerage accounts to get the $150 bonus (Fidelity Starter Pack offer) in late November. I wonder if taking advantage of that promotion knocked us off the list to get the free Turbotax offer. We certainly came out ahead by doing that and can afford to pay for Turbotax.

Find a TurboTax discount code and save on all your tax needs. Get money back. The best thing about filing your taxes is getting money back in the end. With TurboTax you could get $2000 or more back for you and your family. That's like a bonus check from your job!

Fidelity is pleased to offer you a free federal and state tax return using TurboTax Online Premium, or for $5 use TurboTax Premier desktop download. Select …Here’s how the offer works: File with TurboTax Full Service. It’s that easy. Let an expert do your taxes with TurboTax Full Service and get $100 back at filing – with a lifetime guarantee on your return. See the offer details below. Offer DetailsDiscount offers valid only when using a link on Fidelity.com. ... The use of the TurboTax branded tax preparation ... Intuit, the Intuit logo, TurboTax and TurboTax ...The TurboTax discount offer is available to anyone who accesses TurboTax using the link on Fidelity.com. However, each individual who is filing would need to create a separate login with TurboTax, and access the site through the Fidelity link to receive the discount. Please note, filing using TurboTax online is charged per filing,.When it comes to purchasing a freezer, one of the first decisions you’ll need to make is whether to buy a discounted freezer or pay full price. One of the most significant advantag...Show More. Use Coupon. Valid until October 17, 2024. TurboTax has a close affiliate relationship with a plethora of popular banks and financial institutions as well as a number of organizations and companies. Here’s who might be offering a special TurboTax discount this tax season: Fidelity. U.S. Military. Chase.

2. DH and I both opened new joint brokerage accounts to get the $150 bonus (Fidelity Starter Pack offer) in late November. I wonder if taking advantage of that promotion knocked us off the list to get the free Turbotax offer. We certainly came out ahead by doing that and can afford to pay for Turbotax.

I copied and pasted the ad shown below: 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. Get started now. posted. December 27, 2022 6:49 AM. last updated ‎December 27, 2022 …

All incoming mail containing prior year contributions must be postmarked by the tax filing deadline (April 15, 2024 for the contribution to be processed for 2023) Regular Mail: Fidelity Investments Institutional Operations Company LLC. P.O. Box 770002. Cincinnati, OH 45277-0080. Overnight Mail:The requirement to pay taxes on inherited money depends on the amount that’s inherited and on the beneficiary’s state of residence. The federal government doesn’t charge beneficiar...2. Scroll down to the "CD/Download Products" section. 3. Click the second item: "TurboTax (2022-2023) CD/Download ....." After clicking on the free Turbotax option on the Fidelity site, this will open the TT page. Scroll to the bottom of the page to the Sitemap on the left side, then click on "Software and Licenses."Free TurboTax offers are typically extended to our eligible customers each year beginning in mid-December and will display on the "Portfolio Summary" page when logging into Fidelity.com. It does not guarantee eligibility for the offer in the future. The offer is for TurboTax Free Online Premium or Premier desktop download version ($5 for the ...Re: Fidelity free Turbotax. by Agent86 » Wed Dec 14, 2022 6:16 pm. My download is also showing the $5 charge. I did notice you can order more then 1 copy for the price - had not noticed this in the past. The price for additional state filings is still $20! TheRealJohnDoe.I clicked the link through Fidelity, takes me to TurboTax to display the discount, I sign in and the discount is not applied. US En United States (English) United States (Spanish) Canada (English) Canada (French)Dec 1, 2023 · Some say it is assets in non-qualified accounts at Fidelity, but my assets in non-qualified accounts at Fidelity total one penny. It's also hard to vet data points because some people report getting the TurboTax offer but they are actually talking about the percent off discount that everywhere offers everyone. Dec 19, 2023 · If you don’t see the offer for free/$5 TurboTax on the All Accounts -> Summary tab after you log in to Fidelity’s website, that means Fidelity’s marketing algorithm didn’t choose you. Which customers Fidelity chooses to offer the free/$5 TurboTax is always unclear. Having large accounts probably helps but it doesn’t guarantee it. Update: the bonus TurboTax up-to 20% off discount has ended, but the early bird price discount is still active (see price structure info. below). A time-sensitive heads up to readers who are locked in to TurboTax for their tax filing needs – TurboTax is offering up to an additional 20% off discount (affiliate link discount) that ends Wednesday, Feb 14, …TurboTax is one of the most popular tax preparation software products available today. It is designed to make filing taxes easier, faster, and more accurate. This step-by-step guid...Mar 6, 2024 · Update: the bonus TurboTax up-to 20% off discount has ended, but the early bird price discount is still active (see price structure info. below). A time-sensitive heads up to readers who are locked in to TurboTax for their tax filing needs – TurboTax is offering up to an additional 20% off discount (affiliate link discount) that ends Wednesday, Feb 14, 2024 on top of their already lowest ...

2. DH and I both opened new joint brokerage accounts to get the $150 bonus (Fidelity Starter Pack offer) in late November. I wonder if taking advantage of that promotion knocked us off the list to get the free Turbotax offer. We certainly came out ahead by doing that and can afford to pay for Turbotax.What We Offer · Build Your Free Plan · My Goals · Financial ... Intuit, the Intuit logo, TurboTax and TurboTax ... offer. Strictly Necessary Cookies. These coo...beyercj. •. The free turbotax premium is offered to those in Fidelity Premium Service. Fidelity Premium ServicesSM is generally available to investors whose eligible assets are at least $250,000. Eligible accounts generally include accounts held with Fidelity Brokerage Services, including Portfolio Advisory Services accounts.While troubleshooting, we may have found a temporary workaround to download the desktop version of TurboTax Premier with the discount. After clicking the link from the Summary Tab on Fidelity.com, you should be directed to a landing page that thanks you for being a Fidelity client. From here, take the following steps (login required):Instagram:https://instagram. aarp crosswordmilway texarkana txcvs otc martin's pointelkton golf and batting center IKEA is a popular home decor and furniture retailer that offers affordable and stylish products. If you’re looking to shop at IKEA online, you might be wondering how to get the bes... I saw the free TurboTax Premier offer for 2023, started using it and then yesterday, the offer was no longer visible on the main page. I contacted Fidelity online and was told to go directly to the TurboTax site and see if I could access it there, but of course nothing is free there. golf carts for sale las vegas nvfirst watch west chester pa For those like me who either don't think they will ever see the Fidelity discount (or don't want to keep hunting for it): I just bought TurboTax Premier (Federal + Federal e-File + state return) at Costco for $82.99 with an instant $18 discount (applied at the register), for a net cost of $64.99. ... There was also discounts on TurboTax Deluxe ... dutch sheets how to pray for the unsaved Fidelity Investments Fidelity. U.S. Military. Chase. Robinhood. Costco. Capital One. Coinbase. TD Ameritrade. AAA. DoorDash. Vanguard. PayPal. Tip: We’re fortunate to also be one of …