TurboTax has removed the Desktop editions from most partner portals, including Fidelity, Schwab, Vanguard, and others. Partners now only get access to: TurboTax Online versions (Free, Deluxe, Pr...
See more...
TurboTax has removed the Desktop editions from most partner portals, including Fidelity, Schwab, Vanguard, and others. Partners now only get access to: TurboTax Online versions (Free, Deluxe, Premier, Self‑Employed) Occasionally a discount on Online add‑ons But Desktop (CD/Download) is no longer included in the partner discount program for 2025. So when you click through Fidelity, TurboTax simply doesn’t show Desktop at all — not because you’re blocked, but because the product is not part of the Fidelity offer. This is consistent with what many users are reporting this year: Most folks who received this perk from Fidelity, used it to draft complex returns for prep to their CPA, the online version demands interview and forces its own interpretation, not allowing full visibility of the business tax credit application, or even proper adjustment to depreciation. It is useless for doing any tax planning for future years, or doing what if scenarios. My point was this product, Premier, is the worst replacement for the desktop version as a perk from Fido. I have to buy a replacement like Drake Tax or H&R Block to do what I have been able to do for over 20 years with TT.