![]() ![]() NEW Intuit Turbotax Premier Investments Rental Federal w/ e-file & State 2021 CD. State E-File is sold separately inside the software for 20. ![]() Or $500k in non-401k accounts (also excludes HSA). It includes 3 free Federal E-Files + 1 State Download(File by mail). ![]() Do you see this rep assigned to your account when you log in?Īnd being Private Client Group is the best way to get it. But there is anecdotal evidence that having a rep assigned to your account helps you get the offer. I doubt they'd even mention it, since there is no guarantee that any individual gets it. “Īnd ask if “the most value” would include a free copy of TT This includes, financial guidance, tax strategies, asset protection strategies and estate planning. As a complementary service for our higher net worth clients, I want to make sure you get the most value Fidelity can provide. “I would like to schedule an introduction appointment with you. Maybe I should respond to the Fidelity Financial consultant who keeps emailing me stuff like Also two HSAs, and I have a brokerage account (alas I am not making them much money actively trading as I only have VTI, Contrafund, and a treasuries ladder) Not sure if they look at the combined balances, but my wife and I both have our primary (biggest) 401ks with Fidelity. TurboTax Federal Free Edition, Deluxe, Premier, Self-Employed. Did anyone who previously didn’t get the free offer get the free/$5 offer this year?Īre you Premium Services, Private Client Group or Active Trader Pro? $200k doesn't do it. Download TurboTax Online Tax Return App for Windows 10 for Windows to get your taxes done right with TurboTax Online. I moved some $200k of new money to Fidelity this year (Ally CDs to Treasuries). TurboTax has tax solutions that guarantee to get you a maximum refund, such as Free Edition, Deluxe, Premier, and Self-Employed. Looks like I am once again not invited to the party. ![]()
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