You can always start the TurboTax program for free, no matter which version you select. Premier for investments and rental property, or Self-employed for personal and business income and expenses. You can file for $0 for simple tax returns (including both federal and state filing) in the Free Edition or start for free in Deluxe where you can maximize tax deductions and credits. TurboTax has tax solutions that guarantee to get you a maximum refund, such as Free Edition, Deluxe, Premier, and Self-Employed. That's everything you need to know to be confident that your taxes will be done correctly with a satisfactory result. Plus, users can receive step-by-step coaching on their taxes, even if they have no previous tax knowledge, to ensure they can get the maximum refund. Cost of additional state returns are the responsibility of the client.TurboTax is America's top-ranking tax software with a guarantee of 100% accurate calculations and is up to date with the latest tax laws. Applies to Federal returns and one state return only. Details are on the Fidelity website – Active Trader: Compare Trading Service Levels - FidelityĬertain covered clients: Private Wealth Management (PWM) client and owns one or more nonretirement account(s) or PCG, Premium, and ATS clients with minimum assets of either: PWI assets of $1,000,000 or more and PI assets of at least $500,000 and own one or more nonretirement account or Nonretirement assets $1,000,000 or more. And customers who are part of the Active Trader Pro program qualify for free TT. Also, I believe that Premium Services is $500k, not $250k. You just needed to go to the menu at the top of the page and select Download/CD products, and you would have been able to “purchase” the download version of Premier for free. And FYI, you actually could have gotten the download version for free. And I’m not sure why Fidelity should have been expected to explain how to use the TurboTax site once you got there. Plenty of people who qualify for this offer do their own taxes, even if we are “millionaires”. Thank youįIDELITY IS AWESOME!! TIP FOR EVERYONE DOING taxes with turbo tax!! When someone had made a post about how much everyone’s accounts performed so far Year to Date I started exploring around fidelity and on the summary page for my portfolio investments I scrolled all the way to the bottom and found this link for turbo tax saying I could do my taxes for FREE! I was going to do my taxes with Turbo tax anyway but now I get what I was going to pay for anyhow for FREE! I am very happy about this.Ĭan’t believe the misinformation in the replies here. Anyone have this issue if using TurboTax? I do not feel like filing by mail if I can’t figure this out. I even rounded up to see if that would make a difference but it still gives me an issue when I go to file. 04 on one sale, but in the box it will only allow whole numbers. For example, I have a disallowed loss of. I have some small amounts of disallowed wash sale losses, but in the box that I am allowed to put in what the amount is, TurboTax won’t let me put in the actual number.
On my Federal return, there is an issue with the 1099 B Worksheet. I was able to upload my tax forms directly from TurboTax without any issues, but I am stuck when it comes to the review part of my taxes. Quick question regarding taxes for people using TurboTax, if anyone can help. Yes! Fidelity let me do my taxes on turbo tax for free! I was going to do it on turbo tax any way but getting it for free was a huge plus! So I bought the TurboTax CD at Costco for a discount and prepared my taxes the usual way.
I asked my Fidelity FA and he didn’t know the answer either.
There is no detailed information regarding preparing my taxes online only or downloading the program, preparing my taxes (my preferred method), and then e-filing them. When I log into my account I receive a notice that I am eligible for TurboTax Premier version free. Why not give it to the ones who’d actually use it?įidelity does a poor job of providing useful information regarding the free version of TurboTax for its clients. Seems kinda pointless to me - most millionaires are going to need a CPA, not an off the shelf product.
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