Joined: Thu Dec 24, 2015 3:21.
Reimbursement deposited to my account yesterday.Hopefully the offer will be back this year and I'll get.I don't know/remember if this is the same as Private Client.I'm not sure if it's not going to be, or if I'm just too early.Top stlutz Posts: 4052 Joined: Fri Jan 02, 2009 1:08 am Re: Fidelity free Turbotax The free offer showed up on January.
It is my understanding that Premium Services is 250k while Private Client is 1m in total assets.
Top, hueyLD, posts: 5217, joined: Mon Jan 14, 2008 10:30.However, while the 1099-DIV and 1099-INT were there, the 1099-misc for my sign-up samsonite promo code free shipping bonus was not (it's part of my consolidated form on their website).Also, I have less than 1m non-taxable (but more than 1m overall) and had the offer.If you click 'Get started now' which I did at first, it starts the online version.My parents are Premium, but we have different addresses.Not sure who I'd report this to at Fidelity so I'll just try again tomorrow and hope it's fixed.Top Beverage Posts: 34 Joined: Thu Jan 17, 2008 3:54 am Re: Fidelity free Turbotax I should add that I qualify for "Fidelity Premium Services".He is what fidelity says: "Fidelity Private Client Group program membership is generally available to investors whose eligible retail household relationship assets are over 1 million, of which at least 500,000 is registered under the same Social Security number (SSN) or tax identification number (TIN).Top HueyLD Posts: 5217 Joined: Mon Jan 14, 2008 10:30 am Re: Fidelity free Turbotax Congrats, Retire14.Did you know that Chase was founded in 1799 and currently serves almost half of all.S.
Location: San Jose, California, re: Fidelity free Turbotax harikaried wrote: harikaried wrote:There seems to be 3 Fidelity qualifying requirements that individually can be satisfied to trigger the TurboTax link: - being an active trader - having prom dress giveaway 2014 non-retirement balance of at least 1m (excludes IRA/401k).
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