Re: TurboTax and JPMorgan Chase d/l (and I assume others)

On Sunday, March 5, 2023 at 5:31:19 PM UTC-6, Andrew wrote:
> So I noticed that when I attempt to download my transactions 
> (eg:1099-INTs) from JPMorgan Chase using TurboTax this year, I am being 
> asked to sign into some Intuit server, or create an account to do so. 
> 
> Is this a new thing from last year? I don't recall, and I guess I am not 
> too thrilled with the idea of going through a third party now if so. 
> Must be other FIs as well? 
> 
> OTOH, Intuit already sees everything anyway when I submit the return 
> electronically to the IRS and State tax authorities...so I probably 
> shouldn't be that concerned. 
> 
> Comments?? 
> -- 
> ----------------------------------------------------------- 
> Regards - 
> 
> - Andrew

Went through the same process with Schwab.
I do believe it is new.
There was no explanation why. At least I can not find one.
TT desktop version.