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Level 1
posted Feb 20, 2023 12:07:22 PM

Import data from Financial Institutions - Which Intuit ID in keychain use?

When trying to import 1099s and other info from brokerage account, I get a note that says " Turbotax wants to use your confidential info stored in Intuit ID ........... in your keychain".   So which ID are they asking for?  The Intuit ID or password we use to get into Turbotax or the ID and/or password we use to get into our brokerage account?

We Need a DEFINITION of terms.  Please help.  Thx

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3 Replies
Intuit Alumni
Feb 21, 2023 9:45:45 AM

Are you using a MAC or Windows computer?

Level 1
Feb 21, 2023 11:49:36 AM

mac

 

I quit, closed history, restarted computer, and relaunched turbotax. turbotax should clarify definition of which Use IDs and which passwords asking for.  Confusing more than just me.  thx

 

Intuit Alumni
Feb 22, 2023 8:28:03 AM

Thank you. Please see the workaround in this thread for assistance.