![]() Step 4: You’ll be taken to Intuit’s TurboTax website, where you can follow the instructions and claim your offer. Step 3: Scroll down to the bottom of the page and click Get TurboTax Online Premier free or Get started now. Step 2: Once logged in, you should land on the Account Summary page. Once you have established that you are eligible for the free TurboTax Premier from Fidelity, here is what you need to do. You’ll get up to $20 off TurboTax federal products: TurboTax Online, TurboTax Live, and TurboTax desktop downloads. Private Client Group customers (> $1m in assets at Fidelity, not all 401(k))įidelity customers who do not meet the requirement can still get TurboTax for cheaper.Customers of Premium Services with over $250,000.Who’s eligible for the Fidelity free TurboTax program.įidelity will offer its client a free copy of the TurboTax Premier 2022 when meeting one of the following requirements. ![]() In this tutorial, I will be covering two things: Please see Robinhood Financial’s Fee Schedule to learn more.Welcome to our guide on how to get TurboTax for free from Fidelity for the 2022-2023 tax season.įidelity customers have the opportunity to take advantage of this exclusive offer, which allows them to file their taxes with TurboTax Premier Online at no cost. Keep in mind, other fees such as trading (non-commission) fees, Gold subscription fees, wire transfer fees, and paper statement fees may apply to your brokerage account. listed securities and certain OTC securities electronically. Certain complex options strategies carry additional risk, including the potential for losses that may exceed the original investment amount.Ĭommission-free trading of stocks, ETFs and options refers to $0 commissions for Robinhood Financial self-directed individual cash or margin brokerage accounts that trade U.S. ![]() Options transactions are often complex and may involve the potential of losing the entire investment in a relatively short period of time. ![]() Customers must read and understand the Characteristics and Risks of Standardized Options before engaging in any options trading strategies. Options trading entails significant risk and is not appropriate for all customers. RHY is not a member of FINRA, and products are not subject to SIPC protection, but funds held in the Robinhood Money spending account and Robinhood Money Cash Card account may be eligible for FDIC pass-through insurance (see the Robinhood Cash Card Agreement and the Robinhood Spending Account Agreement). RHC is not a member of FINRA and accounts are not FDIC insured or protected by SIPC. Products offered by RHF are not FDIC insured and involve risk, including possible loss of principal. RHF, RHY, RHC and RHS are affiliated entities and wholly owned subsidiaries of Robinhood Markets, Inc. Mastercard and the circles design are registered trademarks of Mastercard International Incorporated. The Robinhood Cash Card is a prepaid card issued by Sutton Bank, Member FDIC, pursuant to a license from Mastercard®. A list of our licenses has more information. The spending account is offered through Robinhood Money, LLC (“RHY”) (NMLS ID: 1990968), a licensed money transmitter. Robinhood Crypto is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Cryptocurrency services are offered through Robinhood Crypto, LLC (“RHC”) (NMLS ID: 1702840). Here’s an example of where you can find the master account number and document ID :īrokerage services are offered through Robinhood Financial LLC, (“RHF”) a registered broker dealer (member SIPC) and clearing services through Robinhood Securities, LLC, (“RHS”) a registered broker dealer (member SIPC). Your document ID is an 11-digit alphanumeric ID found at top right of the cover page of your Consolidated 1099 PDF.Your master account number is a 9-digit number at the top right of the cover page of your Consolidated 1099 PDF.Enter your master account number and document ID accurately.Select Robinhood Markets as the financial institution’s name.When filing your taxes with your Consolidated 1099, make sure to: Certain tax forms aren’t included in this PDF, such as Form 1099-R (Robinhood Retirement) and Form 1042-S, which will be provided separately, if applicable.If you don’t have a reportable event, you won’t receive a Form 1099.This combined PDF includes all the forms you need, where applicable, if you had a reportable event.For the 2022 tax year, your Consolidated 1099s for Robinhood Securities, Robinhood Crypto, and Robinhood Money will be combined into a single PDF from Robinhood Markets, Inc.
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