I bought TurboTax Premier from Amazon. I am trying to prepare our daughters info and TurboTax is asking me to Setup an Intuit account to download her brokerage info. Why?

[xmasbaby0]

It appears that you are using online instead of the CD/download.    You posted your question from online Premier.

  If you are using online, you are using the wrong program.  You need to switch to the desktop software to get what you paid for.  You have to download it, update it and open it up from your own hard drive to use it.  

https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-th...

We see people get confused and they keep logging in to online software which will require them to pay at the end.   You need to use the desktop software.   One way to tell if you are using the right software---your tool bar.   Online software has the toolbar in a black vertical column on the left side of the screen.   Desktop software has the tools up on the top of your TT screen.

[howecpa]

Thanks for your assistance. I have a new MacBookPro and downloaded the app from Amazon and it resides on my MBP. I do have the headings across the top instead of on the side. I actually installed my 2021 TT on this laptop so that I could transfer last years info which was successful. 

Any suggestions other than possibly deleting the app and reinstalling it? As an FYI, I was able to download one brokerage account without this issue but the problem popped up when trying to download another account. 

Thanks again,

Mike

[howecpa]

An update but no solution. I confirmed that I am using the desktop. The issue has been narrowed down to Fidelity Investments. I have downloaded tax info from two other brokerage accounts but get stopped on Fidelity. I would appreciate any information on how to rectify this issue.

Mike