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Personal Finance (Not Investing) • Re: TurboTax 2024 software offer

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+24! For the dollars I saved going this route. Even if I don't get the Chase $20, I'll have saved nearly $4 from today's Amazon cost, even though that's probably not worth it! Thanks for the nice writeup and find. Hopefully Chase does their thing!
I'm skeptical of this two step Chase/Fidelity strategy.

The Chase offers have the following disclaimer:
"Offer expires 4/16/25. Offer valid one time only. Payment must be made directly with the merchant. Offer not valid on TurboTax products purchased through other retailers. Offer not valid on third-party services. Payment must be made on or before offer expiration date. *Must make purchase from turbotax.com/affiliate/chase42."
Meaning if you make the purchase through Fidelity the purchase is not being made through the Chase affiliate link.
As @TheRealJohnDoe points out, you forgot the part that the asterisk points to. Here's the full quote on my Chase offers:
Plus, get instant TurboTax savings of 10% at checkout* – simply purchase from this special site just for Chase card customers!

Keep every dollar you deserve this tax season. With TurboTax your maximum refund is guaranteed, whether you choose to have an expert file for you, file with expert help, or file yourself with AI-powered guidance along the way.

Get your best possible tax outcome today with TurboTax

Offer expires 4/16/25. Offer valid one time only. Payment must be made directly with the merchant. Offer not valid on TurboTax products purchased through other retailers. Offer not valid on third-party services. Payment must be made on or before offer expiration date. *Must make purchase from turbotax.com/affiliate/chase42.
I see nothing that indicates the 25% Fidelity discount wouldn't apply.

Statistics: Posted by murrays — Mon Dec 30, 2024 2:13 pm



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