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DRM-MSP
Returning Member

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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Importing brokerage without giving Intuit my account password

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

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