Why is my tax information from Brokerage not importing?

misspattyjo
misspattyjo
Community Member
in Lounge

I have been coping and pasting my user name and password from my brokerage company into Turbo Tax, but it is not importing?

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Referrer: forum-search:How to allow Turbo Tax to get my information from my broker with 1 password

Comments

  • Ben
    Ben

    Hi @misspattyjo,

    I'm sorry to hear you're having difficulty. You've reached the 1Password support forum. I'm not entirely clear how this question relates to 1Password? If you are having some trouble with 1Password could you please elaborate?

    Thanks,

    Ben

  • misspattyjo
    misspattyjo
    Community Member

    Hi Ben, I was wondering if I am doing something wrong with 1 password to get brokerage firm to recognize me. I have been using 1 passwords information in Turbo tax by copying my username and password from 1 password for that account thinking that would make the connection. Thinking there may be something I am doing wrong.

  • ag_ana
    ag_ana
    1Password Alumni

    @misspattyjo:

    Can you please let us know the exact URL where this is happening, so we can try to test it here too? Thank you!

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