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posted Feb 22, 2026 7:13:59 PM

Download from Merrill Lynch

I have a security question. When I go thru the process of downloading my tax forms, I get the message that Turbotax (Intuit) program will have FULL access to my account including IRAs and Checking account. Last year such access was not required. Why is TT requiring full access and how do I limit the access to tax forms only

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Level 15
Feb 22, 2026 9:00:57 PM

@rbv117 wrote:

Why is TT requiring full access and how do I limit the access to tax forms only

The way things are set up now is that you consent to share information with Intuit (TurboTax) in order to get the data into the program. This may no seem to be secure to you but you should be aware that a tax professional using professional tax software would use a similar method to get your data into the return they're preparing for you (essentially, you agree to share access to your account).