Fidelity free Turbotax 2022

[Darth Xanadu]

Since noticing the new and unexpected charges, I have tried logging in through the Fidelity Promo Link and has *never* made any difference; the charges persist. Fidelity told me that the charging for a free return is a known problem starting in the past few days and they are working on fixing it. If it isn't fixed timely, they told me to call back and ask them to reimburse what was charged and paid.

I am experiencing the same issue. I've used TT for a few years now, so I'll use it this year as well. I took screenshots so if I have to pay I'll request reimbursement from Fidelity. If they say no, oh well, I've paid for TT every year before this one.

[Chuckles960]

In my case the problem has cleared up----clicking on the shopping cart icon shows that I have Turbotax Premier $69 $0.

[nalor511]

In my case the problem has cleared up----clicking on the shopping cart icon shows that I have Turbotax Premier $69 $0.

Download, or Online? Online I don't see a cart option, but I still see the full prices, not $0

[Chuckles960]

In my case the problem has cleared up----clicking on the shopping cart icon shows that I have Turbotax Premier $69 $0.

Download, or Online? Online I don't see a cart option, but I still see the full prices, not $0

Online. There is a cart at upper right on some but not all pages, if for example you 'go to where you left off' (or some such language) you'll see the cart.

[nalor511]

In my case the problem has cleared up----clicking on the shopping cart icon shows that I have Turbotax Premier $69 $0.

Download, or Online? Online I don't see a cart option, but I still see the full prices, not $0

Online. There is a cart at upper right on some but not all pages, if for example you 'go to where you left off' (or some such language) you'll see the cart.

Yeah, still $69

[JayB]

In my case the problem has cleared up----clicking on the shopping cart icon shows that I have Turbotax Premier $69 $0.

Download, or Online? Online I don't see a cart option, but I still see the full prices, not $0

Online. There is a cart at upper right on some but not all pages, if for example you 'go to where you left off' (or some such language) you'll see the cart.

Yeah, still $69

Mine was showing $69 online until I went to Tax Tools and then to Print return. At that point I said that I wanted to view my Federal return and was brought to an invoicing screen that showed $0 charge. So I completed the $0 charge and got a receipt for it. Never printed the return or viewed the PDF yet. Then did the same for the state return. The returns still have a ways to go before I'll submit them, but now the cart symbol has a red 0 on it and shows a $0 charge if I click on it while working on either the Federal or State returns.

[nalor511]

In my case the problem has cleared up----clicking on the shopping cart icon shows that I have Turbotax Premier $69 $0.

Download, or Online? Online I don't see a cart option, but I still see the full prices, not $0

Online. There is a cart at upper right on some but not all pages, if for example you 'go to where you left off' (or some such language) you'll see the cart.

Yeah, still $69

Mine was showing $69 online until I went to Tax Tools and then to Print return. At that point I said that I wanted to view my Federal return and was brought to an invoicing screen that showed $0 charge. So I completed the $0 charge and got a receipt for it. Never printed the return or viewed the PDF yet. Then did the same for the state return. The returns still have a ways to go before I'll submit them, but now the cart symbol has a red 0 on it and shows a $0 charge if I click on it while working on either the Federal or State returns.

I did what you described, didn't lower me to $0

[Darth Xanadu]

Mine was showing $69 online until I went to Tax Tools and then to Print return. At that point I said that I wanted to view my Federal return and was brought to an invoicing screen that showed $0 charge. So I completed the $0 charge and got a receipt for it. Never printed the return or viewed the PDF yet. Then did the same for the state return. The returns still have a ways to go before I'll submit them, but now the cart symbol has a red 0 on it and shows a $0 charge if I click on it while working on either the Federal or State returns.

I did what you described, didn't lower me to $0

My issue cleared up as well. I tried following JayB method, and still saw the charges; I continued working on my return and a little bit later I clicked the "My Fees" tile found in the Tools Center, and it showed $0. So I went to the Print Center again, and sure enough, I was able to place my Order for $0.

[nalor511]

Mine was showing $69 online until I went to Tax Tools and then to Print return. At that point I said that I wanted to view my Federal return and was brought to an invoicing screen that showed $0 charge. So I completed the $0 charge and got a receipt for it. Never printed the return or viewed the PDF yet. Then did the same for the state return. The returns still have a ways to go before I'll submit them, but now the cart symbol has a red 0 on it and shows a $0 charge if I click on it while working on either the Federal or State returns.

I did what you described, didn't lower me to $0

My issue cleared up as well. I tried following JayB method, and still saw the charges; I continued working on my return and a little bit later I clicked the "My Fees" tile found in the Tools Center, and it showed $0. So I went to the Print Center again, and sure enough, I was able to place my Order for $0.

Your method worked!

[Hayden]

I am seeing $54 for Premier Online. But I always do the download. It is showing me a download price of $90! How do i get the $54 price for download!

[MisterBill]

I am seeing $54 for Premier Online. But I always do the download. It is showing me a download price of $90! How do i get the $54 price for download!

Are you seeing the free offer on your Fidelity Portfolio page while in Beta mode? Or are you looking on the taxes page? Should you qualify for the free offer?

[Hayden]

I am seeing $54 for Premier Online. But I always do the download. It is showing me a download price of $90! How do i get the $54 price for download!

Are you seeing the free offer on your Fidelity Portfolio page while in Beta mode? Or are you looking on the taxes page? Should you qualify for the free offer?

I certainly think i should qualify for the free offer. But Fidelity disagrees.

But anyway, looks like I have to purchase it this year. Do you know the best place to purchase the download version?

Edit: I think i discovered the problem. I no longer have a financial consultant listed on my statement. I had the same guy for decades. Now i don't have one.

[LiveFor30]

I am seeing $54 for Premier Online. But I always do the download. It is showing me a download price of $90! How do i get the $54 price for download!

Are you seeing the free offer on your Fidelity Portfolio page while in Beta mode? Or are you looking on the taxes page? Should you qualify for the free offer?

I certainly think i should qualify for the free offer. But Fidelity disagrees.

But anyway, looks like I have to purchase it this year. Do you know the best place to purchase the download version?

Edit: I think i discovered the problem. I no longer have a financial consultant listed on my statement. I had the same guy for decades. Now i don't have one.

https://www.walmart.com/search?q=turbot ... %20premier
Link from Walmart for $64. No time wasted searching.

[exigent]

Quick recap: We’ve been told that we need a “financial consultant” to be eligible for the free TurboTax offer. When we first transferred our assets over, we had one that would call periodically and I would politely let him know that we’d let him know if we need anything. He apparently left Fidelity and we weren’t assigned a new rep.

I was told to call their Investment Solutions Group to have a consultant assigned so we would qualify. I just tried doing so and wound up speaking to someone who wanted to assign us a local advisor as part of their wealth management program (which comes with a 0.35% management fee). I don’t need a “local” (nearest office is 50+ miles away) advisor and I’m not interested in having our money managed.

So what’s the deal? Am I mis-interpreting things, or getting bad info, or what? Seems like it easier to just pay for TT myself and call it a day. Fwiw, we have $3M+ with Fidelity so throwing us a bone with TT isn’t even a drop in the bucket.

[nalor511]

Quick recap: We’ve been told that we need a “financial consultant” to be eligible for the free TurboTax offer. When we first transferred our assets over, we had one that would call periodically and I would politely let him know that we’d let him know if we need anything. He apparently left Fidelity and we weren’t assigned a new rep.

I was told to call their Investment Solutions Group to have a consultant assigned so we would qualify. I just tried doing so and wound up speaking to someone who wanted to assign us a local advisor as part of their wealth management program (which comes with a 0.35% management fee). I don’t need a “local” (nearest office is 50+ miles away) advisor and I’m not interested in having our money managed.

So what’s the deal? Am I mis-interpreting things, or getting bad info, or what? Seems like it easier to just pay for TT myself and call it a day. Fwiw, we have $3M+ with Fidelity so throwing us a bone with TT isn’t even a drop in the bucket.

You are probably too late to qualify this year anyway, I don't think adding an advisor now will qualify you. If you add an advisor they may let you 'buy' it and credit your account back. But if that were my case I would just pay $9.95 and use OLT.com

I had sent a secure email asking for a Private Client Advisor to be added, and one was. I assume that will work for others. I did this 6mo before the free TT offer comes out though, and I received it.

[doobiedoo]

Quick recap: We’ve been told that we need a “financial consultant” to be eligible for the free TurboTax offer. When we first transferred our assets over, we had one that would call periodically and I would politely let him know that we’d let him know if we need anything. He apparently left Fidelity and we weren’t assigned a new rep.

I was told to call their Investment Solutions Group to have a consultant assigned so we would qualify. I just tried doing so and wound up speaking to someone who wanted to assign us a local advisor as part of their wealth management program (which comes with a 0.35% management fee). I don’t need a “local” (nearest office is 50+ miles away) advisor and I’m not interested in having our money managed.

So what’s the deal? Am I mis-interpreting things, or getting bad info, or what? Seems like it easier to just pay for TT myself and call it a day. Fwiw, we have $3M+ with Fidelity so throwing us a bone with TT isn’t even a drop in the bucket.

A Fidelity rep/advisor is NOT a requirement to get the $5 TurboTax offer. Many posters on this thread have said they don't have a rep. I don't have a rep and I got the $5 offer. An assigned rep may be a contributing factor, but that's all.

Unless you have nothing better to do with your time, I would just buy TurboTax [from Costco, Amazon, BestBuy, etc.].

[Squirrel208]

Quick recap: We’ve been told that we need a “financial consultant” to be eligible for the free TurboTax offer. When we first transferred our assets over, we had one that would call periodically and I would politely let him know that we’d let him know if we need anything. He apparently left Fidelity and we weren’t assigned a new rep.

I was told to call their Investment Solutions Group to have a consultant assigned so we would qualify. I just tried doing so and wound up speaking to someone who wanted to assign us a local advisor as part of their wealth management program (which comes with a 0.35% management fee). I don’t need a “local” (nearest office is 50+ miles away) advisor and I’m not interested in having our money managed.

So what’s the deal? Am I mis-interpreting things, or getting bad info, or what? Seems like it easier to just pay for TT myself and call it a day. Fwiw, we have $3M+ with Fidelity so throwing us a bone with TT isn’t even a drop in the bucket.

When you call Fidelity customer service you probably need to be more specific regarding your request.

Fidelity offers a couple of different tiers of paid Wealth Management advisory services that include access to Fidelity advisors. The top Wealth Management tier is Fidelity Private Wealth Management, which offers advisory services to customers with $2M+ under management for fees similar to what you described above. This is not what you seek.

Instead, you need to request to be added to the Fidelity Private Client Group, which is a customer service program (not a wealth management or advisory service.) It seems that Fidelity PCG is available only upon request, and come at no incremental cost to customers with $1M+ under management at Fidelity. This program includes access to a customer service team led by a "Financial Consultant", whose photo and team contact info will be prominently displayed on the main banner of your Portfolio and Account Positions when logged into the Fidelity website.

FWIW I've been a member of the PCG program for years and find the service and team to be very helpful and not at all pushing services or products etc. My PCG team is led by a VP level CFP and they've been great about answering questions and have been clear that they're acting as fiduciaries on my behalf when they do so.

Hope this helps.

[Hayden]

Quick recap: We’ve been told that we need a “financial consultant” to be eligible for the free TurboTax offer. When we first transferred our assets over, we had one that would call periodically and I would politely let him know that we’d let him know if we need anything. He apparently left Fidelity and we weren’t assigned a new rep.

I was told to call their Investment Solutions Group to have a consultant assigned so we would qualify. I just tried doing so and wound up speaking to someone who wanted to assign us a local advisor as part of their wealth management program (which comes with a 0.35% management fee). I don’t need a “local” (nearest office is 50+ miles away) advisor and I’m not interested in having our money managed.

So what’s the deal? Am I mis-interpreting things, or getting bad info, or what? Seems like it easier to just pay for TT myself and call it a day. Fwiw, we have $3M+ with Fidelity so throwing us a bone with TT isn’t even a drop in the bucket.

I'm in the exact same situation. my rep apparently left Fidelity and no one told me and i wasn't assigned a new rep. When i called Fidelity and asked about this, they told me i had to call the local office!

[exigent]

Quick recap: We’ve been told that we need a “financial consultant” to be eligible for the free TurboTax offer. When we first transferred our assets over, we had one that would call periodically and I would politely let him know that we’d let him know if we need anything. He apparently left Fidelity and we weren’t assigned a new rep.

I was told to call their Investment Solutions Group to have a consultant assigned so we would qualify. I just tried doing so and wound up speaking to someone who wanted to assign us a local advisor as part of their wealth management program (which comes with a 0.35% management fee). I don’t need a “local” (nearest office is 50+ miles away) advisor and I’m not interested in having our money managed.

So what’s the deal? Am I mis-interpreting things, or getting bad info, or what? Seems like it easier to just pay for TT myself and call it a day. Fwiw, we have $3M+ with Fidelity so throwing us a bone with TT isn’t even a drop in the bucket.

When you call Fidelity customer service you probably need to be more specific regarding your request.

Fidelity offers a couple of different tiers of paid Wealth Management advisory services that include access to Fidelity advisors. The top Wealth Management tier is Fidelity Private Wealth Management, which offers advisory services to customers with $2M+ under management for fees similar to what you described above. This is not what you seek.

Instead, you need to request to be added to the Fidelity Private Client Group, which is a customer service program (not a wealth management or advisory service.) It seems that Fidelity PCG is available only upon request, and come at no incremental cost to customers with $1M+ under management at Fidelity. This program includes access to a customer service team led by a "Financial Consultant", whose photo and team contact info will be prominently displayed on the main banner of your Portfolio and Account Positions when logged into the Fidelity website.

FWIW I've been a member of the PCG program for years and find the service and team to be very helpful and not at all pushing services or products etc. My PCG team is led by a VP level CFP and they've been great about answering questions and have been clear that they're acting as fiduciaries on my behalf when they do so.

Hope this helps.

Thanks for the reply. I actually called the number for the Private Client Group — we've had access to this since we consolidate our investments at Fidelity — and told them I was looking to have a "Financial Consultant" (*not* and financial or wealth advisor) assigned to my account. They told me I should go to the nearest local office (50+ miles away)...

I (politely) protested and they transferred me somewhere else where they said my options were to go to a local office, or they could sign me up for the wealth management program over the phone. I again attempted to describe what I was looking for but the dude was intent on pairing me up with a "wealth advisor."

I'm really not sure what more I could have done to get my point across. Guess I'll just pay for TurboTax and move on. Annoying, but it's not like it will break the bank. And yes, I'd prefer to stick with TurboTax over other, cheaper (or free) alternatives b/c I have a history with them. I know Intuit is evil, but so are lots of companies that I do business with. I'm not going to draw the line at tax software.

[Squirrel208]

Thanks for the reply. I actually called the number for the Private Client Group — we've had access to this since we consolidate our investments at Fidelity — and told them I was looking to have a "Financial Consultant" (*not* and financial or wealth advisor) assigned to my account. They told me I should go to the nearest local office (50+ miles away)...

I (politely) protested and they transferred me somewhere else where they said my options were to go to a local office, or they could sign me up for the wealth management program over the phone. I again attempted to describe what I was looking for but the dude was intent on pairing me up with a "wealth advisor."

I'm really not sure what more I could have done to get my point across. Guess I'll just pay for TurboTax and move on. Annoying, but it's not like it will break the bank. And yes, I'd prefer to stick with TurboTax over other, cheaper (or free) alternatives b/c I have a history with them. I know Intuit is evil, but so are lots of companies that I do business with. I'm not going to draw the line at tax software.

I sympathize with your frustration. I'd feel the same way. I guess if you don't value and/or frequently take advantage of the other PCG benefits (which I do) then pursuing this just for the free tax software is probably a waste of your time. I've never used the free Turbo Tax benefit and I didn't know about it until reading this thread. (I just buy and file the HR Block Deluxe + State software for $35-$40/year.)

However, I do think that your $3M under management at Fidelity deserves more attention than the experience you've reported here though. If it were me I'd Hang Up and Call Again (HUCA) until got someone who was willing to give me their name and hold themselves accountable for retaining, or losing, my $3M+ business. And I'd be clear that retention of my business was was on the line as an outcome of the discussion.

[MisterBill]

However, I do think that your $3M under management at Fidelity deserves more attention than the experience you've reported here though. If it were me I'd Hang Up and Call Again (HUCA) until got someone who was willing to give me their name and hold themselves accountable for retaining, or losing, my $3M+ business. And I'd be clear that retention of my business was on the line as an outcome of the discussion.

I don't think that "under management" is the appropriate term to use for self-managed assets at Fidelity. It would refer to assets that Fidelity is managing for you under the Wealth Management program.

[MisterBill]

Thanks for the reply. I actually called the number for the Private Client Group — we've had access to this since we consolidate our investments at Fidelity — and told them I was looking to have a "Financial Consultant" (*not* and financial or wealth advisor) assigned to my account. They told me I should go to the nearest local office (50+ miles away)...

I (politely) protested and they transferred me somewhere else where they said my options were to go to a local office, or they could sign me up for the wealth management program over the phone. I again attempted to describe what I was looking for but the dude was intent on pairing me up with a "wealth advisor."

I don't see what the issue is here. My advisor isn't back in the office full-time yet, and interacts with some customers on the phone and Zoom even when she's in the office. I'm sure that she and other reps in the local offices have customers more than 50 miles away, so it's certainly worth a shot calling your closest office and asking if you can be assigned a rep. I think that what you've learned (others, too) is that they only assign reps in the call center (or whatever you want to call it) if you are a Wealth Management customer. Local offices assign reps for self-directed customers.

[MorningSleeper]

... Instead, you need to request to be added to the Fidelity Private Client Group, which is a customer service program (not a wealth management or advisory service.) It seems that Fidelity PCG is available only upon request, and come at no incremental cost to customers with $1M+ under management at Fidelity. This program includes access to a customer service team led by a "Financial Consultant", whose photo and team contact info will be prominently displayed on the main banner of your Portfolio and Account Positions when logged into the Fidelity website.
...

Minor point, the photo of the financial consultant does not always show in interface when in Fidelity Private Client Group. Been in it for 20+ years and it has never shown a photo of any of the reps I have been assigned over the years. My Dad is in Fidelity Private Wealth Management group and it has always shown photo and name of his contact and he has always got free TT offer. I stopped getting free TT offer when I stopped trading actively.

[Hayden]

Quick recap: We’ve been told that we need a “financial consultant” to be eligible for the free TurboTax offer. When we first transferred our assets over, we had one that would call periodically and I would politely let him know that we’d let him know if we need anything. He apparently left Fidelity and we weren’t assigned a new rep.

I was told to call their Investment Solutions Group to have a consultant assigned so we would qualify. I just tried doing so and wound up speaking to someone who wanted to assign us a local advisor as part of their wealth management program (which comes with a 0.35% management fee). I don’t need a “local” (nearest office is 50+ miles away) advisor and I’m not interested in having our money managed.

So what’s the deal? Am I mis-interpreting things, or getting bad info, or what? Seems like it easier to just pay for TT myself and call it a day. Fwiw, we have $3M+ with Fidelity so throwing us a bone with TT isn’t even a drop in the bucket.

I spoke with someone at Fidelity who explained that if we are self-directed, then we don't have an assigned rep. Only if we have them manage our money do we get an assigned rep. I was told that if i have a question i should call the 800 number for the Private Client Group and speak with whoever answers. this, to me, is a real downgrade in their customer service.

[Hayden]

Thanks for the reply. I actually called the number for the Private Client Group — we've had access to this since we consolidate our investments at Fidelity — and told them I was looking to have a "Financial Consultant" (*not* and financial or wealth advisor) assigned to my account. They told me I should go to the nearest local office (50+ miles away)...

I (politely) protested and they transferred me somewhere else where they said my options were to go to a local office, or they could sign me up for the wealth management program over the phone. I again attempted to describe what I was looking for but the dude was intent on pairing me up with a "wealth advisor."

I don't see what the issue is here. My advisor isn't back in the office full-time yet, and interacts with some customers on the phone and Zoom even when she's in the office. I'm sure that she and other reps in the local offices have customers more than 50 miles away, so it's certainly worth a shot calling your closest office and asking if you can be assigned a rep. I think that what you've learned (others, too) is that they only assign reps in the call center (or whatever you want to call it) if you are a Wealth Management customer. Local offices assign reps for self-directed customers.

I spoke with my local center. They DO NOT assign reps for self-directed customers. Only way to get a rep is to sign up for money management. I'm very disappointed in this new policy.

[Squirrel208]

... Instead, you need to request to be added to the Fidelity Private Client Group, which is a customer service program (not a wealth management or advisory service.) It seems that Fidelity PCG is available only upon request, and come at no incremental cost to customers with $1M+ under management at Fidelity. This program includes access to a customer service team led by a "Financial Consultant", whose photo and team contact info will be prominently displayed on the main banner of your Portfolio and Account Positions when logged into the Fidelity website.
...

Minor point, the photo of the financial consultant does not always show in interface when in Fidelity Private Client Group. Been in it for 20+ years and it has never shown a photo of any of the reps I have been assigned over the years. My Dad is in Fidelity Private Wealth Management group and it has always shown photo and name of his contact and he has always got free TT offer. I stopped getting free TT offer when I stopped trading actively.

Interesting. Just FYI after looking at your screen shot, are you aware that the free TT offer only shows on the Portfolio Summary page when the "Try beta view" switch is enabled?

[Squirrel208]

However, I do think that your $3M under management at Fidelity deserves more attention than the experience you've reported here though. If it were me I'd Hang Up and Call Again (HUCA) until got someone who was willing to give me their name and hold themselves accountable for retaining, or losing, my $3M+ business. And I'd be clear that retention of my business was on the line as an outcome of the discussion.

I don't think that "under management" is the appropriate term to use for self-managed assets at Fidelity. It would refer to assets that Fidelity is managing for you under the Wealth Management program.

I agree. I struggled to find the right term too when I wrote that post. I almost referred to Fidelity as the custodian of my accounts, but I wasn't sure if that term was appropriate for non-IRA brokerage accounts too. My Fidelity portfolio is 100% self-directed, ironically with the vast majority invested in VTI.

[SnowBog]

FWIW, and at risk of repeating myself (and others), an "assigned rep" is nether required nor guaranteed to get you the free TurboTax offer.

People like myself have gotten the offer - no rep assigned.

Others who have a rep assigned have reported not getting the offer, despite asking, and meeting other assumed criteria.

So for my two cents, unless you want a rep, you might be trying to jump through hoops that may not change anything anyways (at least related to the TT offer).

[nalor511]

FWIW, and at risk of repeating myself (and others), an "assigned rep" is nether required nor guaranteed to get you the free TurboTax offer.

People like myself have gotten the offer - no rep assigned.

Others who have a rep assigned have reported not getting the offer, despite asking, and meeting other assumed criteria.

So for my two cents, unless you want a rep, you might be trying to jump through hoops that may not change anything anyways (at least related to the TT offer).

Maybe. I have two family members with identical amounts in identical investments, one has a rep (and gets the TT offer), the other does not (and does not)

[Drew31]

FWIW, and at risk of repeating myself (and others), an "assigned rep" is nether required nor guaranteed to get you the free TurboTax offer.

People like myself have gotten the offer - no rep assigned.

Others who have a rep assigned have reported not getting the offer, despite asking, and meeting other assumed criteria.

So for my two cents, unless you want a rep, you might be trying to jump through hoops that may not change anything anyways (at least related to the TT offer).

Maybe. I have two family members with identical amounts in identical investments, one has a rep (and gets the TT offer), the other does not (and does not)

I have no rep, never had a rep. Got the offer.

[MorningSleeper]

Interesting. Just FYI after looking at your screen shot, are you aware that the free TT offer only shows on the Portfolio Summary page when the "Try beta view" switch is enabled?

Yes, I have always checked the Portfolio Summary page and this year checked the beta version of the page. When I contacted Fidelity Private Client Group a few years ago they told me that despite me having got it before for many years they have a limited number of licenses to distribute each year and thus cannot guarantee all those in Fidelity Private Client Group will always get it each year. I suspect, in my case at least, it has more to do with account activity as I stopped getting it as soon as I stopped actively trading.

[Clarky]

Man, if Vanguard was putting everyone through this mess, people would be asking where was the best place to move their accounts. Not getting the double standard…

[nalor511]

Man, if Vanguard was putting everyone through this mess, people would be asking where was the best place to move their accounts. Not getting the double standard…

Way off base. Vanguard gives nobody anything, you're better off rolling Fidelity's dice than a 100% chance of nothing with Vanguard

[GeraniumLover]

I spoke with someone at Fidelity who explained that if we are self-directed, then we don't have an assigned rep. Only if we have them manage our money do we get an assigned rep. I was told that if i have a question i should call the 800 number for the Private Client Group and speak with whoever answers. this, to me, is a real downgrade in their customer service.

I'm self-directed and have an assigned rep whose photo appears every time I sign in to the Fidelity website. Maybe the policy varies from office to office. In any event, I do not receive the free TT promotion.

[MisterBill]

I was just able to import a 1099 from my wife's Fidelity account. They've changed how it works for Fidelity this year, you login to your Intuit account, then you login to Fidelity from there. It wasn't that way for all financial institutions, Discover still had me enter the userid and password in TT.

[Clarky]

Man, if Vanguard was putting everyone through this mess, people would be asking where was the best place to move their accounts. Not getting the double standard…

Way off base. Vanguard gives nobody anything, you're better off rolling Fidelity's dice than a 100% chance of nothing with Vanguard

Well certainly that depends on your POV.

[nalor511]

Man, if Vanguard was putting everyone through this mess, people would be asking where was the best place to move their accounts. Not getting the double standard…

Way off base. Vanguard gives nobody anything, you're better off rolling Fidelity's dice than a 100% chance of nothing with Vanguard

Well certainly that depends on your POV.

It does not. Objectively whatever % chance you have of getting TT from FIdelity is greater than the chance from VG (zero)

[kryptonic]

I continue to have the issue with TurboTax charging. Previously shows $0 when I first clicked through the link, but now showing fees for Federal and State.

[MisterBill]

I continue to have the issue with TurboTax charging. Previously shows $0 when I first clicked through the link, but now showing fees for Federal and State.

Have you tried going back in through the $0 link at Fidelity, or don't you have that anymore?

[PaulieLilly]

I had the free link in beta mode when I looked a few weeks ago & verified the actual $0 charge showing in my TT billing at that time. I subsequently was in & out of TT several times as I was completing my taxes and I did NOT always access TT via my free link in Fidelity. Now that I'm ready to submit I see I only get a $20 discount (89-20=$69) in TT. Fidelity still shows my free TT link but when I use it to access TT the -$20 perk appears to be locked in.
In hindsight, perhaps I should have used the free Fidelity link every time I accessed TT or tried to "lock-in" the $0 TT billing as described in an earlier post.
In the grand scheme of things the $69 fee is certainly no big deal. I guess the only reason I gave it a 2nd thought is because I had it, and then it slipped away ... c'est la vie

[TheBogler]

Was in the same boat. Nothing seemed to make it right for the online account. Finally went with download version purchasing it for $5 since I could access the link once. This is the first time with download version (taxact online user last few years) and hope it works well! Chase prime card deal made it a sweet deal with $10 credit for TurboTax purchases!

[fetch5482]

Bought the $5 download version but I'm still planning to file using TT online this year.. premier online is adequate for me.. Don't need any forms that the download version gives over the online version.

[CrisisAverted]

The first year I was assigned rep. I did not get free TurboTax. Beginning on the second year after I had increased my balanced threshold, I received free TurboTax. And now on my third year, with the assigned rep, I'm also receiving free TurboTax.

[kryptonic]

I created a new TT account through the link and quickly went through a minimal return to quickly get to the "print" option and was able to "check-out" for $0. Presumably this will lock in the price and I can fill out the full return as I have time. Not ideal, but it did work. Frustrating to need to input everything twice, but the second time was significantly faster.

I think I will try the experiment of wiping out my return in my main account and starting over to see if the discount comes back if I do something similar in that account.

[fetch5482]

Presumably this will lock in the price

That was not the case with me - randomly I see the price in the cart revert back to the original price. I then have to again click the link via fidelity.com beta dashboard, re-login to Intuit and then price goes back to $0 for several days. It made me paranoid enough that I brought the $5 download version as a backup just in case this turns into a bait-n-switch later.
The download version has File -> Sign-in option which claims that you can pickup from where you left off on the online interface. So it would not require re-doing the entire taxes all over again.

[Darth Xanadu]

Presumably this will lock in the price

That was not the case with me - randomly I see the price in the cart revert back to the original price. I then have to again click the link via fidelity.com beta dashboard, re-login to Intuit and then price goes back to $0 for several days. It made me paranoid enough that I brought the $5 download version as a backup just in case this turns into a bait-n-switch later.
The download version has File -> Sign-in option which claims that you can pickup from where you left off on the online interface. So it would not require re-doing the entire taxes all over again.

If you check out and "Pay" for the product ($0), then I do believe this will lock in the price.

[PaulieLilly]

I had the free link in beta mode when I looked a few weeks ago & verified the actual $0 charge showing in my TT billing at that time. I subsequently was in & out of TT several times as I was completing my taxes and I did NOT always access TT via my free link in Fidelity. Now that I'm ready to submit I see I only get a $20 discount (89-20=$69) in TT. Fidelity still shows my free TT link but when I use it to access TT the -$20 perk appears to be locked in.
In hindsight, perhaps I should have used the free Fidelity link every time I accessed TT or tried to "lock-in" the $0 TT billing as described in an earlier post.
In the grand scheme of things the $69 fee is certainly no big deal. I guess the only reason I gave it a 2nd thought is because I had it, and then it slipped away ... c'est la vie

To finish my story ...
Since my Fidelity-linked "TT Premier on-line" appeared to be locked in at the $20 discount, I subsequently selected and prepaid for the "$5 Premier CD/Download". Following the TT prompts, all of the entries I previously made in the Online version were transferred over so no re-entry was required. In retrospect, I prefer the CD/Download option since you prepay and thus are able to view all forms prior to filing.

[VanGar+Goyle]

I wonder why you feel the need to reply with sarcasm when someone else chooses to be more security conscious than you.

When in doubt, I do not share login for entity1 with entity2. Any entity can be breatched, and tax software is likely a juicy target. Better safe than sorry, and all that.

The userid and password are not stored in the tax software, they are merely used when you're importing. It's not like Quicken where there is a password vault that stores passwords. I consider it a close to zero risk, and haven't seen anyone warning about it possibly being one. So yes, I think it's ridiculous not to use the feature that I'd say almost everyone considers to be extremely useful.

You do you, as you say.
I have found that even using uploaded docs, sometimes the numbers are wrong or missing, so not much more work to type them in.
I just hope that any free federal or state or e-filing does not expire before I can use them.

[VanGar+Goyle]

I continue to have the issue with TurboTax charging. Previously shows $0 when I first clicked through the link, but now showing fees for Federal and State.

Have you tried going back in through the $0 link at Fidelity, or don't you have that anymore?

My fidelity offer page says that

Discount offer valid only when you access TurboTax products and services using the link on Fidelity.com.

so you may have to not login directly to TurboTax.
I just hope that this does not lock me in paying for Premier in the future.

[nalor511]

Presumably this will lock in the price

That was not the case with me - randomly I see the price in the cart revert back to the original price. I then have to again click the link via fidelity.com beta dashboard, re-login to Intuit and then price goes back to $0 for several days. It made me paranoid enough that I brought the $5 download version as a backup just in case this turns into a bait-n-switch later.
The download version has File -> Sign-in option which claims that you can pickup from where you left off on the online interface. So it would not require re-doing the entire taxes all over again.

If you check out and "Pay" for the product ($0), then I do believe this will lock in the price.

I can confirm this, once you see the $0 price you actually have to complete the checkout page on the TT side, and then you can login directly next time. I thought I'd completed the checkout, but until you have an order number in your email, the $0 price is not locked.