- #Walmart turbotax premier install#
- #Walmart turbotax premier upgrade#
- #Walmart turbotax premier download#
- #Walmart turbotax premier free#
#Walmart turbotax premier install#
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. 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). 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.
#Walmart turbotax premier free#
It's back! Select Fidelity customers are eligible to receive a free copy of TurboTax Premier. PI = Personal Investments (individual, joint, IRA, Roth IRA, etc. PWI = Personal & Workplace Investments (aka 401k/pension/ESPP/etc.) Cost of additional state returns are the responsibility of the client. Applies to Federal returns and one state return only. 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.įine print of who qualifies from the page referenced above:Ĭertain 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 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. If you don't qualify for the free copy, there is a $20 off offer, but you can do better elsewhere. 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.
#Walmart turbotax premier download#
Additional states are an extra charge (plus e-file fee, so $60 in total) in the download 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).
#Walmart turbotax premier upgrade#
There is no comparable cheap upgrade if you use the online version, you will pay $70 fo the Self Employed version.
If you need Home & Business, there is no discount on the website but once you install the Premier download, you can upgrade for only $10 (Help -> Upgrade TurboTax). You can get Windows or Mac, or both (just say you want to add additional products after adding one version to your cart). The Fidelity website has a chart with some confusing wording at the bottom of the page (I've included it at the bottom of this post). 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.
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