It’s back! Select Fidelity customers are eligible to receive a free copy of TurboTax Premier. As best I can figure from posts last year, it seems to be Premium Services (>$250k) customers who are also Active Traders (see https://www.fidelity.com/trading/…ice-levels for a chart) or Private Client Group customers (> $1m in assets at Fidelity), but not everyone seems to get it. To see if you have the offer, login to your account and go to the Summary page if it’s not your default (Accounts & Trade -> Portfolio). If you are eligible, you will see a box titled "Get TurboTax® Online Premier free" on the right side of the page with a link to go to the TurboTax site to "purchase" (see the attached image to see what it looks like). You can either use the online version, or look for "Download – Install TurboTax software on your computer. See Products" and you can get the downloadable version of Premier for free. You can get Windows or Mac, or both (just go in a second time or continue shopping after adding one version to your cart). If you need Home & Business, there is no discount online but once you install Premier, you can upgrade for only $10.
State software (one) is included but e-file is not free unless you’re in NY, where it is free by law.
If you don’t qualify for the free copy, there is a $20 off offer, but you can do better elsewhere.
If you are a good Fidelity customer and do not have the free offer, some people have reported contacting their rep and being given an account credit after buying it on their own. YMMV on that.
Last year’s thread –
