When I connect to a financial institution to get my tax information, what information (if any) is shared with them?

[SForrestLO]

Please see the Privacy and Security section for more information. 

[KTTOM]

Sorry....that section does not answer my question.  When I connect to a financial institution to get my tax information, what information (if any) is shared with them? Thank you.

[MichelleLO]

What form are you sharing or trying to import? 

[KTTOM]

Michelle...my question is when I import my latest tax information fro Schwab, does Turbotax share any of my personal information in my tax info back to Schwab....like address, etc? Thanks!

[CarissaM]

No, the download is only one way. So Turbo Tax imports the data from Charles Schwab but they do not receive any information from Turbo Tax. @KTTOM 

[KTTOM]

Thanks!