Fidelity free Turbotax

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gobigorgohome
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Re: Fidelity free Turbotax

Post by gobigorgohome » Fri Dec 28, 2018 1:07 pm

MisterBill wrote:
Tue Dec 18, 2018 5:59 pm
FIREchief wrote:
Tue Dec 18, 2018 5:06 pm
Thanks for the heads up. After some degree of effort, I was able to download the premier for free (after inputting my CC info). That web site tries to trap you into an on-line filing whether you want to or not. :annoyed Best "escape" I found is to click on the license fine print link at the bottom and that gets you out of jail and onto a regular web page with product links at the top.
The best escape is not to click on the purchase button on the initial page, but to follow the instructions posted here and go to the Products & Pricing menu at the top of the page and then click CD/Download Products. The $0 price will be reflected for the download product when you get there.
This worked great. Thanks!

MisterBill
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Re: Fidelity free Turbotax

Post by MisterBill » Fri Dec 28, 2018 1:40 pm

LiveSimple wrote:
Fri Dec 28, 2018 5:08 am
thanks, so what is the qualification to be invited to the Fidelity Holiday Event .
Well, being a Private Client to start. Not sure what beyond that since they do not get any fees from me. This is two years in a row that I have been invited a week before the event so I'm not sure if someone else declined and I was on the B list, or if that was when they invited everyone. Last year it was much earlier in the fall so when I had not gotten an invite this year, I figured I just wasn't invited, but then I got an email inviting me. But I think last year was for multiple branches in the area and this one was just for my local branch.

In any event, I am happy to take a free dinner (plus Turbotax).

I actually thought of creating a "holiday gifts from your broker?" thread. Maybe I should.

wrongfunds
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Re: Fidelity free Turbotax

Post by wrongfunds » Mon Dec 31, 2018 11:26 am

I am still waiting for the link. For last two years, I had the free Turbo Tax in my account. So far no sign of it. I guess I will wait another week. I do not do any trading and do have both personal and employee accounts at Fidelity.

Is Fidelity still doing this in batches? Anybody else still waiting for their link?

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NavyIC3
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Re: Fidelity free Turbotax

Post by NavyIC3 » Mon Dec 31, 2018 11:33 am

wrongfunds wrote:
Mon Dec 31, 2018 11:26 am
I am still waiting for the link. For last two years, I had the free Turbo Tax in my account. So far no sign of it. I guess I will wait another week. I do not do any trading and do have both personal and employee accounts at Fidelity.

Is Fidelity still doing this in batches? Anybody else still waiting for their link?

Same situation as you. Been receiving free link for years. Still waiting for it. Every time I call Fido, I get a different answer. Last CSR told me I should see the link in January.

GeraniumLover
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Re: Fidelity free Turbotax

Post by GeraniumLover » Mon Dec 31, 2018 12:35 pm

NavyIC3 wrote:
Mon Dec 31, 2018 11:33 am
wrongfunds wrote:
Mon Dec 31, 2018 11:26 am
I am still waiting for the link. For last two years, I had the free Turbo Tax in my account. So far no sign of it. I guess I will wait another week. I do not do any trading and do have both personal and employee accounts at Fidelity.

Is Fidelity still doing this in batches? Anybody else still waiting for their link?

Same situation as you. Been receiving free link for years. Still waiting for it. Every time I call Fido, I get a different answer. Last CSR told me I should see the link in January.
I am in the same boat

AllMostThere
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Joined: Sat Dec 31, 2016 2:04 pm

Re: Fidelity free Turbotax

Post by AllMostThere » Mon Dec 31, 2018 2:59 pm

GeraniumLover wrote:
Mon Dec 31, 2018 12:35 pm
NavyIC3 wrote:
Mon Dec 31, 2018 11:33 am
wrongfunds wrote:
Mon Dec 31, 2018 11:26 am
I am still waiting for the link. For last two years, I had the free Turbo Tax in my account. So far no sign of it. I guess I will wait another week. I do not do any trading and do have both personal and employee accounts at Fidelity.

Is Fidelity still doing this in batches? Anybody else still waiting for their link?

Same situation as you. Been receiving free link for years. Still waiting for it. Every time I call Fido, I get a different answer. Last CSR told me I should see the link in January.
I am in the same boat
Yeah, this seems to be the same pattern for me also. Recall last year being a wait and see effort. Calling Fidelity was waste of time then, so I'll just wait them out. If it doesn't show up by mid to late January, then I will be on phone.

MisterBill
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Re: Fidelity free Turbotax

Post by MisterBill » Mon Dec 31, 2018 3:52 pm

AllMostThere wrote:
Mon Dec 31, 2018 2:59 pm
Yeah, this seems to be the same pattern for me also. Recall last year being a wait and see effort. Calling Fidelity was waste of time then, so I'll just wait them out. If it doesn't show up by mid to late January, then I will be on phone.
Can't disagree with that, since based on many past reports, no one you speak to when you call seems to know what's going on or how to trigger it. They do make various excuses, however.

veerain
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Re: Fidelity free Turbotax

Post by veerain » Mon Dec 31, 2018 5:27 pm

Just noticed the "Get TurboTax® Online Premier free" Link. Its on the Summary Page, It worked as usual.

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NavyIC3
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Re: Fidelity free Turbotax

Post by NavyIC3 » Mon Dec 31, 2018 6:11 pm

veerain wrote:
Mon Dec 31, 2018 5:27 pm
Just noticed the "Get TurboTax® Online Premier free" Link. Its on the Summary Page, It worked as usual.
Did it just appear today or haven't you checked for it for a while?

veerain
Posts: 33
Joined: Fri Jul 08, 2011 4:02 am

Re: Fidelity free Turbotax

Post by veerain » Mon Dec 31, 2018 6:20 pm

NavyIC3 wrote:
Mon Dec 31, 2018 6:11 pm
veerain wrote:
Mon Dec 31, 2018 5:27 pm
Just noticed the "Get TurboTax® Online Premier free" Link. Its on the Summary Page, It worked as usual.
Did it just appear today or haven't you checked for it for a while?
I did not visit summary page at least for a week. so dunno when the link actually appeared.

SlowMovingInvestor
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Re: Fidelity free Turbotax

Post by SlowMovingInvestor » Wed Jan 02, 2019 2:31 pm

I'm Fidelity private client, and I tried this for the first time today.

I do see a link on the 'All Accounts' --> 'Summary' page, but when I click on it, Turbo tax takes me to a web page that says ' We cannot find the page you requested.'. Do I need to contact Fidelity about this ?

MisterBill
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Joined: Thu Dec 24, 2015 3:21 pm

Re: Fidelity free Turbotax

Post by MisterBill » Wed Jan 02, 2019 4:10 pm

SlowMovingInvestor wrote:
Wed Jan 02, 2019 2:31 pm
I'm Fidelity private client, and I tried this for the first time today.

I do see a link on the 'All Accounts' --> 'Summary' page, but when I click on it, Turbo tax takes me to a web page that says ' We cannot find the page you requested.'. Do I need to contact Fidelity about this ?
Try it again. I had that and it worked the second time.

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CardinalRule
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Re: Fidelity free Turbotax

Post by CardinalRule » Wed Jan 02, 2019 7:55 pm

Same here - the second attempt worked.
MisterBill wrote:
Wed Jan 02, 2019 4:10 pm

Try it again. I had that and it worked the second time.

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munemaker
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Re: Fidelity free Turbotax

Post by munemaker » Wed Jan 02, 2019 8:13 pm

munemaker wrote:
Wed Dec 19, 2018 8:03 am
MisterBill wrote:
Tue Dec 18, 2018 11:34 pm
FWIW, my PCG rep just told me this regarding the offer. Not sure if it's true.

The free turbo tax is for clients who have over $500k in non 401k assets. That is why not all premium/private clients will see the free turbo tax offer. Some only qualify for the discount.
I don't think it is true. I have over $500k in non-401k assets and only see the discount.

I don't even know what premium/private client means, so presumably I am not one. They must be clients that use fee generating services?
I just noticed on the summary page that I am indeed a "Premium Services" customer (never knew that before) and I only have about $750k in assets with them (most is at Vanguard), none of which is in a 401k. Did not receive the offer for free Turbo Tax though. I ended up buying H&R Block, which is what I have been using the past few years.

So if being a Premium Services client does not get me free Turbo Tax, what does it get me? And no, I did not get invited to the Christmas party either - I would not have gone anyway.

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Hayden
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Re: Fidelity free Turbotax

Post by Hayden » Wed Jan 02, 2019 10:36 pm

MisterBill wrote:
Fri Dec 28, 2018 1:40 pm
LiveSimple wrote:
Fri Dec 28, 2018 5:08 am
thanks, so what is the qualification to be invited to the Fidelity Holiday Event .
Well, being a Private Client to start. Not sure what beyond that since they do not get any fees from me. This is two years in a row that I have been invited a week before the event so I'm not sure if someone else declined and I was on the B list, or if that was when they invited everyone. Last year it was much earlier in the fall so when I had not gotten an invite this year, I figured I just wasn't invited, but then I got an email inviting me. But I think last year was for multiple branches in the area and this one was just for my local branch.

In any event, I am happy to take a free dinner (plus Turbotax).

I actually thought of creating a "holiday gifts from your broker?" thread. Maybe I should.
I've never been offered dinner. This year I got 2 holiday cards from Fidelity. (Actually, I really liked Johnson's card this year.) I think in years past I received a CD, but no such gifts in recent years

Saving$
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Re: Fidelity free Turbotax

Post by Saving$ » Wed Jan 02, 2019 10:51 pm

Since I qualify by some of the criteria posted here, I asked for the free TurboTax when I was on the phone with Fidelity for another issue. She pulled something up and started reading the qualification criteria out lout, then abruptly stopped. However, she had read enough out loud that it was clear to both of us that I qualify. She put me on hold to check with her supervisor, and then came back to advise there are no objective qualification criteria; qualifying for the free Turbo Tax is subjective and I simply was not selected.

The qualification criteria I heard before she stopped reading aloud were:
500 trades in calendar year at Fidelity
or
>$500k in non-401k accounts at Fidelity
or
>$1 mil in assets at Fidelity

Theseus
Posts: 476
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Re: Fidelity free Turbotax

Post by Theseus » Wed Jan 02, 2019 11:06 pm

SlowMovingInvestor wrote:
Wed Jan 02, 2019 2:31 pm
I'm Fidelity private client, and I tried this for the first time today.

I do see a link on the 'All Accounts' --> 'Summary' page, but when I click on it, Turbo tax takes me to a web page that says ' We cannot find the page you requested.'. Do I need to contact Fidelity about this ?
I am a private client. I had the same issue and several other issues. I spent 5+ hours with TurboTax support to I avail so I asked it to be bumped to level 3 support and get a supervisor. Finally they just placed the software in my account to be downloaded.

Link still doesn’t work for me.

Fidelity would have reimbursed me if I had called them. But I wanted this fixed permanently. Will see what happens next year.

TravelGeek
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Re: Fidelity free Turbotax

Post by TravelGeek » Wed Jan 02, 2019 11:09 pm

Theseus wrote:
Wed Jan 02, 2019 11:06 pm
I am a private client. I had the same issue and several other issues. I spent 5+ hours with TurboTax support to I avail so I asked it to be bumped to level 3 support and get a supervisor. Finally they just placed the software in my account to be downloaded.

Link still doesn’t work for me.

Fidelity would have reimbursed me if I had called them. But I wanted this fixed permanently. Will see what happens next year.
That’s one expensive version of TurboTax ;)

(both for you and Fidelity)

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busdriver
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Re: Fidelity free Turbotax

Post by busdriver » Wed Jan 02, 2019 11:18 pm

Saving$ wrote:
Wed Jan 02, 2019 10:51 pm
qualifying for the free Turbo Tax is subjective and I simply was not selected.

The qualification criteria I heard before she stopped reading aloud were:
500 trades in calendar year at Fidelity
or
>$500k in non-401k accounts at Fidelity
or
>$1 mil in assets at Fidelity
That would explain why I received the offer this year and two years back, but not last year. While I’ve never qualified under #1, I’ve qualified under items 2 &3 for many years now. So guessing I may not get the offer next year. :|

MisterBill
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Re: Fidelity free Turbotax

Post by MisterBill » Wed Jan 02, 2019 11:21 pm

Hayden wrote:
Wed Jan 02, 2019 10:36 pm
I've never been offered dinner. This year I got 2 holiday cards from Fidelity. (Actually, I really liked Johnson's card this year.) I think in years past I received a CD, but no such gifts in recent years
Yeah, I got 2 cards as well. In addition to Fidelity, I'm also a paying Personal Capital customer. The last couple of years I got a bag of popcorn and a Tile (which was actually handy and something I would not have bought for myself). This year I got a card saying that they were making a donation (I think to the American Red Cross) instead of sending gifts. I did get a dinner out of them earlier in the year when they had a customer event in my area (I had been invited to events in the past didn't go because they were in NYC and I figured it would cost me $50 for us to get there by train).

When I was doing business with Morgan Stanley, the broker used to send us a case of fruit. However, I still remember when we first met with him in their local branch (it was not his regular branch, he was from Long Island and we are in Westchester) I was surprised he did not offer to take us to dinner. He had been my mother-in-law's broker (she had passed away) and we met with him before deciding whether to keep my wife's inheritance with him). He still sends us a holiday card, but no fruit.

Theseus
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Re: Fidelity free Turbotax

Post by Theseus » Wed Jan 02, 2019 11:27 pm

TravelGeek wrote:
Wed Jan 02, 2019 11:09 pm
Theseus wrote:
Wed Jan 02, 2019 11:06 pm
I am a private client. I had the same issue and several other issues. I spent 5+ hours with TurboTax support to I avail so I asked it to be bumped to level 3 support and get a supervisor. Finally they just placed the software in my account to be downloaded.

Link still doesn’t work for me.

Fidelity would have reimbursed me if I had called them. But I wanted this fixed permanently. Will see what happens next year.
That’s one expensive version of TurboTax ;)

(both for you and Fidelity)
Yes. I thought of that. But as a retired guy I have freedom to prioritize my time on trivial things that have negative ROI. Perks of being retired 😂😂

MisterBill
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Re: Fidelity free Turbotax

Post by MisterBill » Thu Jan 03, 2019 1:29 am

Theseus wrote:
Wed Jan 02, 2019 11:27 pm
Yes. I thought of that. But as a retired guy I have freedom to prioritize my time on trivial things that have negative ROI. Perks of being retired 😂😂
Maybe you should have spent the time trying to figure out what's wrong with your computer since having "several other issues" with the TT site sounds like it's your problem and not theirs.

Theseus
Posts: 476
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Re: Fidelity free Turbotax

Post by Theseus » Thu Jan 03, 2019 4:23 am

MisterBill wrote:
Thu Jan 03, 2019 1:29 am
Theseus wrote:
Wed Jan 02, 2019 11:27 pm
Yes. I thought of that. But as a retired guy I have freedom to prioritize my time on trivial things that have negative ROI. Perks of being retired 😂😂
Maybe you should have spent the time trying to figure out what's wrong with your computer since having "several other issues" with the TT site sounds like it's your problem and not theirs.
I did. It’s not my computer ( retired from an IT career so I am reasonably sure). I suspect there is something is wrong with my account with TurboTax as all problems come up when I am trying to check out.

SlowMovingInvestor
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Re: Fidelity free Turbotax

Post by SlowMovingInvestor » Thu Jan 03, 2019 8:41 am

MisterBill wrote:
Wed Jan 02, 2019 4:10 pm
SlowMovingInvestor wrote:
Wed Jan 02, 2019 2:31 pm
I'm Fidelity private client, and I tried this for the first time today.

I do see a link on the 'All Accounts' --> 'Summary' page, but when I click on it, Turbo tax takes me to a web page that says ' We cannot find the page you requested.'. Do I need to contact Fidelity about this ?
Try it again. I had that and it worked the second time.
I tried it several times on multiple browsers and it still didn't work. Then it suddenly worked, and I quickly did the download :)

blastoff
Posts: 228
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Re: Fidelity free Turbotax

Post by blastoff » Fri Jan 04, 2019 8:21 pm

Fidelity replied to me and said they changed the availability of the turbo taxoffer this year with no further details.

So, it might be different.

I had the offer in past years. While I am still private client (probably not active trader), I didn't get it this year.

I messaged them because there were some good deals to purchase turbo tax that I didn't want to let them pass by if I wasn't going to get it for free.

Tom0026
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Joined: Tue Feb 07, 2017 12:00 am

Re: Fidelity free Turbotax

Post by Tom0026 » Fri Jan 04, 2019 8:46 pm

I received the free offer last year, but haven't seen it this year. I called today to ask why, and was told that the requirement was >$1M in non-retirement accounts. With the recent market drop I'm just under that, and I was told that there is no flexibility in the policy. :annoyed

stlutz
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Re: Fidelity free Turbotax

Post by stlutz » Fri Jan 04, 2019 8:56 pm

Hasn't it long since become clear that there are no defined requirements to receive it? Fidelity seems to have a random algorithm for giving it to certain accounts which seemingly can be overridden by certain employees but not others.

gpburdell
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Re: Fidelity free Turbotax

Post by gpburdell » Thu Jan 10, 2019 1:05 am

I noticed the free Turbo Tax appear on my summary page the last week of December. I'm not Private Client, but I have the "Active Trader Services" designation. Not sure why I have that as I definitely don't do 500 trades per year. More like 20 and half of those are with iShares etfs which are free to trade.

mtmingus
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Re: Fidelity free Turbotax

Post by mtmingus » Thu Jan 10, 2019 2:29 pm

gpburdell wrote:
Thu Jan 10, 2019 1:05 am
I noticed the free Turbo Tax appear on my summary page the last week of December. I'm not Private Client, but I have the "Active Trader Services" designation. Not sure why I have that as I definitely don't do 500 trades per year. More like 20 and half of those are with iShares etfs which are free to trade.
Maybe your combined assets (401k included) >= 1 million?

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