topic On the Choose Your Bank or Brokerage screen, in the Find... in Get your taxes done using TurboTax

How do I upload trade information when Interactive Brokers does not have TurboTax listed as a third party service in order to get my query ID and token?

dixie-2017 — Thu, 06 Jun 2019 16:07:22 GMT

https://ttlc.intuit.com/replies/6636245

JamesALO — Thu, 06 Jun 2019 16:07:23 GMT

https://ttlc.intuit.com/replies/6636245

On the Choose Your Bank or Brokerage screen, in the Find...

DoninGA — Thu, 06 Jun 2019 16:07:25 GMT

On the Choose Your Bank or Brokerage screen, in the Find your bank or brokerage: box, type in Interactive Brokers and Continue. On the following screen you will be asked for your Query ID and Token.

To create a Query ID and Token for TurboTax please log into your Interactive Brokers account, select Account Management, Settings, Reporting, Third Party Services and enable TurboTax.

Re: On the Choose Your Bank or Brokerage screen, in the Find...

abat07 — Mon, 07 Feb 2022 18:53:00 GMT

Which number is the "query ID " The very long number???

Re: On the Choose Your Bank or Brokerage screen, in the Find...

peshcol — Sun, 14 Apr 2024 17:02:58 GMT

for IBKR, the query ID is the smaller number, token is the longer number