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Level 3
posted Feb 8, 2023 3:21:24 PM

If I try to import financial data for a second person, TurboTax does not ask me for another login name (and password). How do I get TurboTax to forget the first user?

I exited TurboTax and restarted. TurboTax still remembers the previous username and password for the financial institution.

0 5 847
5 Replies
Expert Alumni
Feb 8, 2023 3:35:43 PM

You need your financial data so you can report the information on your income tax return(s). 

 

Level 3
Feb 8, 2023 4:55:29 PM

That did not work.

I cleared all of cache in my browser and deleted the cookies for Intuit.

TurboTax/Intuit still would import financial date for the first username.

I had to enter the IRA distribution manually for the other spouse.

Level 15
Feb 8, 2023 5:53:28 PM

"I had to enter the IRA distribution manually for the other spouse."

 

OK

TurboTax does not handle your situation very well when both spouses use the same financial institution.

 

@jess_barmatz 

Level 1
Feb 25, 2023 11:42:05 PM

I did the same still have the same problem. Cleared cache and the intuit cookies. Must have the credentials stored somewhere else.

Intuit Alumni
Feb 26, 2023 9:45:40 AM

Please follow the workaround here for more than one login with the bank. @mwnahas