In general, it seems to be Premium Services (>$250k) customers who are also Active Traders or Private Client Group customers (> $1m in assets at Fidelity, not all 401(k)), but not everyone seems to get it. It's back! Select Fidelity customers are eligible to receive a free copy of TurboTax Premier. Why Because TT Business has lots of bugs year after year, and after many years of requests, TT has yet to add a simple import feature to let you import transactions, gains and losses from your eTrade. Ill use Tax Act or H&R for my 1041 for my trust. I wont but TurboTax Business again. Of course, TurboTax doesnt remind you to do that either.
![]() Tt Business Turbotax Free Copy OfYou can get Windows or Mac, or both (just say you want to add additional products after adding one version to your cart). Federal State 2 -.You can either use the online version, or look towards the bottom of the page for "Download Install TurboTax software on your computer." and you can get the downloadable version of Premier for free. Item 2 TurboTax Home & Business 2019 Intuit CD Windows/Mac. Almost gone Free shipping. FYI if you have an older Mac and con no longer item 1 Intuit TurboTax Home & Business Federal E-File +State 2020 PC CD WINDOWS MAC NEW 1 -Intuit TurboTax Home & Business Federal E-File +State 2020 PC CD WINDOWS MAC NEW. I take advantage of the free federal e-file and mail in the state. Apple ii emulator mac os xYMMV on that.I don't see a thread from 2019 (I was on a cruise when it was released in January, remember those?) but here is the link to the 2018 thread.Fine print of who qualifies from the page referenced above:Certain 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. If you use the online version, it appears that you can file multiple states for free, so that is definitely something to consider if you need to file in more than one state.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. Additional states are an extra charge (plus e-file fee, so $60 in total) in the download version. There is no comparable cheap upgrade if you use the online version, you will pay $70 fo the Self Employed version.With the download version, one state is included but state e-file is not free (unless you're in NY, where it is free by law). If eligible, you will see a box titled "Get TurboTax® Online Premier free" on the right side towards the bottom 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 towards the bottom of the page for "Download Install TurboTax software on your computer." and you can get the downloadable version of Premier for free. 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). In general, it seems to be Premium Services (>$250k) customers who are also Active Traders ( m/trading/.ice-levels has a chart with some confusing wording at the bottom of the page) or Private Client Group customers (> $1m in assets at Fidelity), but not everyone seems to get it. Accounts)It's back! Select Fidelity customers are eligible to receive a free copy of TurboTax Premier. Cost of additional state returns are the responsibility of the client.PWI = Personal & Workplace Investments (aka 401k/pension/ESPP/etc.)PI = Personal Investments (individual, joint, IRA, Roth IRA, etc. ![]()
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