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New Member
posted Apr 9, 2025 3:56:03 PM

how do I get Chase to stop sharing accounts with turbo tax?

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1 Replies
Expert Alumni
Apr 9, 2025 8:50:31 PM

To Turn auto-import on or off, follow steps below:

You can keep auto-import turned on for all future tax seasons, leaving one less thing for you to remember next year.

To manage your auto-import settings:

  1. Go to Tax Home.
  2. Select Documents from the left menu.
  3. Choose Linked Accounts.
  4. You can connect  (or turn off) to your financial institutions here. Once connected, you can select an institution and see a switch for auto-imports, if available.