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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
JamesALO
New Member

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?

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?

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.

abat07
New Member

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?

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

peshcol
New Member

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?

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

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