I'm trying to figure out how to generate a query ID and token for TurboTax. I need these credentials to access certain features or services within the TurboTax platform, but I'm not sure how to create them.
5 answers
Elena
Tue Nov 26 2024
To generate a Query ID and Token for TurboTax within Interactive Brokers, users must first log in to their accounts.
MountFujiVista
Tue Nov 26 2024
Upon successful login, navigate to the Account Management section, which serves as a hub for managing various account settings and preferences.
ZenMindful
Mon Nov 25 2024
Within Account Management, locate the Settings tab and click on it to access a range of configuration options.
Elena
Mon Nov 25 2024
Next, select the Reporting option, which deals with financial statements and other relevant reports.
CryptoGuru
Mon Nov 25 2024
Under Reporting, find and click on Third Party Services. This section allows users to connect their Interactive Brokers accounts with external platforms like TurboTax.