Therefore, I purchased the TurboTax CD at Costco at a reduced price and used my usual method to prepare my taxes.įidelity gave me the opportunity to complete my taxes with TurboTax at no cost! I had planned on using TurboTax regardless, but the added benefit of getting the Premier version for free was a fantastic bonus.įidelity is fantastic! I have a tip for anyone completing their taxes with TurboTax! On the summary page for my portfolio investments, I scrolled down to the bottom and discovered a link for TurboTax that stated I could do my taxes at no cost! I had already planned to use TurboTax, but now I can do so without any additional cost. My Fidelity financial advisor was unable to provide an answer to my queries. Upon logging into my account, I received a notification that I was eligible for the free TurboTax Premier version. Why not give it to the ones who’d actually use it?įidelity needs to provide more helpful 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. The easiest way to check if your account is eligible for the free TurboTax download is by checking the Account Summary page in your Fidelity account. TurboTax Home & Business 2023 for $85.99Įligibility for Fidelity’s free TurboTax offer appears to vary based on undisclosed criteria.TurboTax Deluxe + State 2023 for $45.99. ![]() I believe this is the lowest price available. I found a deal on Amazon for TurboTax software from $37.99. While Fidelity’s offer is enticing, not all Fidelity customers qualify.
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