This is clear as mud. So, if you are not an active trader (I believe this would exclude most Bogleheads), what are the requirements, really ?harikaried wrote:I called Premium Services again, and they clarified that the "3" requirements are actually 2: active trader or balance requirements. The latter 2 are part of a combined requirement (which makes more sense now).harikaried wrote: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)
Do you need to have BOTH $1M in non-retirement investments and $100k in personal investing ?
Or EITHER $1M in non-retirement investments or $100k in personal investing ?