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New Member
posted Jun 4, 2019 4:47:19 PM

Why am I asked for my banking sign on user id and password in order import 1099 interest. I don't think it should be necessary to enter this information?

My user id and password to get on my online bank website with Wells Fargo is private and I do not feel I should have to supply it to ascertain my 1099 Interest Income,

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New Member
Jun 4, 2019 4:47:20 PM

The integration and download of tax forms issued by financial institutions requires TurboTax request and receive the data from the financial institution. Since you are not signed on to the institution's website, but request the tax form download using TurboTax, the financial institution will only release the tax form after verifying the correct credentials, and not without them. It is for all of our protection and safety of our personal financial information that credentials are entered.