I'm looking forward to the day when the IRS allows us to send a PDF file electronically. After filling out the spreadsheet I can copy it into the tax forms in PDF format and print them out and mail them. Since I've quit using TurboTax I've gone back to the spreadsheet method again. Look it up on the current tax table to find out how much I owe and I was done. Then all I had to do was fill in the input fields and let the spreadsheet show me my taxable income. Terms and conditions may vary and are subject to change without notice. I marked my input fields with a different background color so it was easy to find them. Tax Return Access: Included with all TurboTax Free Edition, Deluxe, Premier, Self-Employed, Premium, TurboTax Live, TurboTax Live Full Service customers and access to up to the prior seven years of tax returns we have on file for you is available through. It took awhile to do the changes but there weren't very many of them and it gave me a chance to double-check my math. I could ignore all of the lines on the tax form that didn't apply to me. by Intuit 4,491 PC Click to see price Mac Click to see price Old Version Intuit TurboTax Premier 2021, Federal and State Tax Return PC Download by Intuit 5,860 PC Click to see price TurboTax DLX Plus State 2021 by Intuit 184 DVD-ROM 2350 FREE delivery Thu, Jun 29 on 25 of items shipped by Amazon Only 1 left in stock - order soon. Each year when the new tax rules came out I would go through my spreadsheet and update the formulas. Fyi, the free offer includes the downloadable version of TurboTax, you'll just have to click around to find it (Intuit doesn't make it easy).īack in the days before there was tax preparation software I used to keep a spreadsheet with all of the calculations ready to go. In the past some people have reported their free offer didn't show up till January. Scroll down to the bottom of the page and you should see your TurboTax offer whether it's free or a discount. To see if you are eligible, log into Fidelity with a PC browser and make sure you are on the Summary tab for 'All Accounts'. I can conform this is true as I see it and have already installed it. People started reporting on Bogleheads that the Fidelity TurboTax offer is showing up this morning. Though most will probably not be eligible if you don't qualify Fidelity offers a TT discount. I was hesitant to make this post but I know there are many new Fidelity users the past year who probably aren't aware of this perk. Maybe one of the CCRs here will chime in, but I bet they don't know the answer either. It's probably some complex algorithm that changes from year to year. Others have done this, getting different answers which don't always hold true. Please do not call into Fidelity asking about this as they are busy enough as it is.
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