topic How so I update the login information for my financial institution so I can import forms? in Get your taxes done using TurboTax

How so I update the login information for my financial institution so I can import forms?

mlbuhl — Fri, 07 Feb 2020 14:47:07 GMT

Re: How so I update the login information for my financial institution so I can import forms?

CarissaM — Fri, 07 Feb 2020 23:30:27 GMT

If you need to update your financial institution login, you will need to contact your financial institution.

Re: How so I update the login information for my financial institution so I can import forms?

dmcgregor — Tue, 11 Feb 2020 01:30:10 GMT

Contacting my financial institution will not help; they can't update my information in Turbo Tax. IRAs belong to individuals and each individual has to have a separate logon. How do you update your financial institution logon in Turbo Tax so the remainder of your tax documents that belong to the spouse can be imported?

Re: How so I update the login information for my financial institution so I can import forms?

CassLO — Tue, 11 Feb 2020 02:54:48 GMT

Please see the TurboTax FAQ below, for assistance updating your financial information and importing your forms:

How do I import my 1099?

Re: How so I update the login information for my financial institution so I can import forms?

paulvieth — Sat, 08 Apr 2023 19:27:06 GMT

I know the login for my financial institution but I keep getting an invalid signon message in turbo tax trying to import from LPL financial , which is a quicken partner . I know I cannot login to my lpl account online How do I fix this in turbo tax, help is useless. please dont tell me to contact my financial institution, how do I correct this in turbo tax I have searched everywhere I can.

Re: How so I update the login information for my financial institution so I can import forms?

MoniqueLO_ — Sat, 08 Apr 2023 19:39:39 GMT

If you are using TurboTax Online, you may want to try a different browser or try clearing out your browser's cache and cookies. Please see How do I delete cookies? and How to clear your cache for more information.

Please see What if I can't import my 1099? for instructions.

If you need additional assistance, please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you.

@paulvieth

Re: How so I update the login information for my financial institution so I can import forms?

Bones198 — Sat, 08 Apr 2023 19:50:45 GMT

If you already have online account access you will have to go to your financial institution's website and update your logon information there. If you don't already have online account access you will need to go to your financial institution's website and sign up for online account access. In either case, once you have your user name and password for your financial institution you can go back to TurboTax and enter your user name and password at the import section of your return and TurboTax will import all of the forms for that financial institution. You will have to do this for each financial institution that has issued a 1099 form.