100% Accurate Expert-Approved Guarantee: If you pay an IRS or state penalty (or interest) because of an error that a TurboTax tax expert or CPA made while providing topic-specific tax advice, a section review, or acting as a signed preparer for your return, we'll pay you the penalty and interest.(TurboTax Online Free Edition customers are entitled to payment of $30.) Limitations apply. Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back: If you get a larger refund or smaller tax due from another tax preparation method, we'll refund the applicable TurboTax federal and/or state purchase price paid.100% Accurate Calculations Guarantee: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest.Limited interest and dividend income reported on a 1099-INT or 1099-DIV.A simple tax return is Form 1040 only (without any additional schedules). TurboTax Free Edition: $0 Federal + $0 State + $0 To File offer is available for simple tax returns only with TurboTax Free Edition.If you don't qualify for the free deal, they also offer a $10-$20 discount to everyone else. I wasn't sure if it would be available this year again since they switched to $0 trading commissions, but it is and I've already downloaded mine. including all my trades for cap gains taxes. Intuit does some pretty bad things to protect their TurboTax cash cow, but I end up using this each year anyway since it's free and it seamlessly downloads all my Fidelity info, esp. Cost of additional state returns are the responsibility of the client. Applies to Federal returns and one state return only. * Active traders who trade 120+ trades per calendar year and has one or more nonretirement account(s).Ĭertain covered clients: Private Wealth Management (PWM) client and owns one or more nonretirement account(s) or PCG, Premium, and ATS clients with minimum assets of either: PWI assets of $1,000,000 or more and PI assets of at least $500,000 and own one or more nonretirement account or Nonretirement assets $1,000,000 or more. They've been doing this since at least 2015, maybe longer.
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December 2022
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