I'm with Fidelity and USAA. How can I be sure I'm getting my discounts when using this on-line system?

[vinnymax6]

What if I entered the system from last year's log-on and NOT from either of Fidelity or USAA??  Can I drop where I'm at in the process and pick back up where I left off from one of their sites?

[SteamTrain · Accepted solution]

Yes.

You just go to their website starting point, and starting there adds their cookie to your login. When you go thru them, you will just use your same UserID & PWD, an you get back into your current file.  On my system, the cookie lasts a couple weeks, but disappears somewhat unpredictably ...so make sure you go thru them before you go thru your filing process.

Here's the Fidelity page.  Bookmark it and you won't have to hunt for it later:

(click the link in the "Next step" section)

https://www.fidelity.com/tax-information/turbotax-discount/overview

[SteamTrain]

Prices usually rise in Mid-March sometime. so when the prices rise, the discount is on whatever the higher list prices are at that time.

Add your state tax return, then go to the Print Center to print a copy and you will be asked to pay now....do that to lock in the current prices before the prices rise.