It's almost tax season again. I've gotten free Turbotax Premier (online product) through my Fidelity account for the last couple of years. It's worth logging in to your Fidelity account and going to this page to see if you have it too: https://www.fidelity.com/accounts-trade/turbotax-discount I don't think there's a minimum balance or number of accounts. I barely log into my Fidelity account (regular taxable brokerage account - not work/RSU account) and only have about $100K in it. My brother has more in his Fidelity and only got a discount so who gets Turbotax for free seems random.
Yea I just got a discount
It is 20% off discount for me
Op: do you mean complete free...this is surprise to me??
yes. completely free
It’s only if you have your brokerage account with them. 401k unfortunately does not work. We bought the premier for one of those deal days for $15 plus state filing fees
When was it?
And where did you purchase it from? Thanks
I tried it but when I used that link it still asks me at the end to pay $90. Happened to anyone?
Same here - I didn't get a discount. I'm going to use FreetaxUSA - $15 for state, free fed
Is the FreetaxUSA safe to share all your data??