Question

TurboTax investment account download

Forum|Forum|3 years ago
February 21, 2023
2 replies
0 views

While trying to download my Fidelity account, I accidentally selected the user credentials for a different account that I manage (my SIL). I can deselect the imported file so that data is not transferred to TT. However, when I go back to import, TT remembers the incorrect account credentials. How do I make TT forget the wrong account and give me a chance to provide the proper credentials?

B

Bill2432Author

I figured it out. TT doesn't log out of the investment account. When I repeated the import, since my browser was already logged in to the incorrect account, it downloaded that account's information. I logged out at Fidelity, then logged in to the correct account and was able to download my investment information.

I would suggest that TT should log out after the 1099 information is downloaded, rather than leave the connection live.

P

PILL1

Does turbotax require my user id and password to download from my brokerage?

C

Cynthiad66

Yes, you must log in to your brokerage account through Turbotax.

You can either wait until prompted by TurboTax to import your brokerage statements (e.g., Form 1099-B or Form 1099-DIV), or you can go directly to the import feature by searching for “import” in the search box (top right in the TurboTax interface), then selecting the option to “Jump to Import.”

@PILL1

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