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

On 03/06/23 6:24 PM, Jeffrey wrote:
> 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.

Thanks...haven't done mine yet, but Schwab is also indeed in my mix.  (I 
did my kiddies over the weekend).  I suppose that is the way to go.  The 
details on any Schedule D sale and the supporting documents for LT and 
ST capital gains and dates are tremendously a PITA to enter on one's own.

Thanks for confirming.
-- 
-----------------------------------------------------------
Regards -

- Andrew