Why do I have to log into intuit when trying to import from fidelity?
Also my user name and password do no work through turbo tax so I can import
To import your brokerage statements, please see this related TurboTax FAQ, How do I import my 1099?
If you can't log into your turboTax account, please visit this link Forgot your TurboTax Online User ID or password?
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I too am concerned by this. I do not want Intuit to have (and save) all my brokerage accounts information, which funds, account numbers and such. I imagine it's done so that they can use my data , somehow. There is no way to delete an intuit account or so I read. Too much hacking risks these days. I probably have over 100 line items to enter from couple different brokerage. Will do manually this year, at the risk of making transcribing mistakes. disappointing.
this answer is non-responsive to the question/concern.
the question isn't "how can I" its "why must I"?
there's no need for Intuit to be in the middle of this data transfer and increase you're customers security and privacy risk. please support a direct pathway to import data that doesn't result in Intuit "man-in-the-middling" the transfer.
(we paid good money for turbotax, we're the customer, not the product)
I am very disappointed Intuit would start requiring this!
This is my very sensitive private financial data and Intuit has no business collecting data from a financial institution as an intermediate!
Looks like I will be shopping for a different tax software package.