Retirement tax questions

Some Fidelity customers with high balances do get a Free offer for Premier...not sure what happens if you are going to be using Online "SE" version.

 

But others have also noted issues with getting either the Free, or the discount applied.

 

You could call your Fidelity Rep and let them know it's not getting applied....even when you go thru the proper procedure of starting on the Fidelity website.

 

There may be some kind of disconnect....or...perhaps you have a cookie blocker installed that prevents the discount from being passed thru to the TTX website.

(The Brave browser is particularly aggressive)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*