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New Member
posted Jun 6, 2019 9:07:22 AM

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?

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4 Replies
New Member
Jun 6, 2019 9:07:23 AM
Level 15
Jun 6, 2019 9:07:25 AM

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.

New Member
Feb 7, 2022 10:53:00 AM

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

New Member
Apr 14, 2024 10:02:58 AM

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