LOL this is probably the best explanation yet of why this thread gets 500 posts every year.I have never been offered free Turbo Tax. It's humiliating. I have to buy it like the rest of the common folks. Years of therapy have lessened the hard feelings, but it just ain't right. I'm a Fidelity Private Client. I'm special and should get my Turbotax for free. I may have to move everything back to Vanguard where I was Flagship and had my own Flagship representative that worked only for me. I think. Come to think of it, I never got free Turbotax from him either. Maybe Schwab will give it to me....

IIRC last year someone leaked the URL and then any fidelity customer was "special" for a while till they fixed the loophole.
Statistics: Posted by erp — Sat Dec 09, 2023 10:35 pm — Replies 41 — Views 4825