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egibneytax
Level 1

Full Service Tax Expert asking For My Investment Account Password

Question is the subject - I was hoping full service would file my taxes, not ask for the password to the account that has all my money. This seems highly inappropriate; borderline scamming. I'm not comfortable with this and have provided all my forms - how do I cancel full support now and file myself?

5 Replies
DoninGA
Level 15

Full Service Tax Expert asking For My Investment Account Password

See this TurboTax support FAQ for canceling one of the Live editions - https://ttlc.intuit.com/community/downgrading/help/how-do-i-remove-turbotax-live/01/27312

fanfare
Level 15

Full Service Tax Expert asking For My Investment Account Password

You need certain tax documents from your investment accounts to file.

You can 

A) Download the forms as PDF  and email them to your Live Expert.

B) Import the forms into TurboTax yourself.

The Expert will probably still want to see the forms.

C) Drop out of Live and do it all yourself.

egibneytax
Level 1

Full Service Tax Expert asking For My Investment Account Password

I know, I'm not stupid lol. I provided the full form but he was still asking for the password for direct access; seems fishy.

egibneytax
Level 1

Full Service Tax Expert asking For My Investment Account Password

Thanks, do you know  by chance if there's an option to switch experts, or have oversight to the process provided by turbo tax admins? My filing is late as is, so ideally the experts can do it - I just don't want to be held up for my personal password and it seems pretty sketchy.

mesquitebean
Level 15

Full Service Tax Expert asking For My Investment Account Password

You may wish to discuss all this with TurboTax Support.

Hours are currently 5AM-5PM Pacific (8AM-8PM Eastern) Monday-Friday.

 

You can use this contact form to get a phone number, or it may schedule a callback.
https://support.turbotax.intuit.com/contact

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