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Returning Member
posted Apr 1, 2025 10:18:21 AM

Importing brokerage without giving Intuit my account password

I will not give Intuit my brokerage password.  Can I import without doing this?  If not, I will go somewhere else for my taxes. Further, why does Intuit need this information when I didn't need to do this in the past?

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1 Replies
Level 15
Apr 1, 2025 10:53:05 AM

There are different methods that brokers use. Some require you to log into your account (user ID and password) to access your tax documents for import. Others may use a different method like requesting a document ID and account number.

 

Changing to a different app probably won't help because the method to import tax documents would be the Same