Why am I unable to connect TurboTax to my Interactive Brokers account?

The most common issue encountered while trying to import your tax information into TurboTax is an "Invalid Credentials" error and there are two ways to solve this.

  1. Verify you are not entering the Query ID (smaller number) in the Token field and the Token (longer number) into the Query ID field.
  2. You have not enabled the Third-party Service in Client Portal, see How do I turn on third-party services so I can connect to TurboTax? and are instead trying to enter your IBKR login credentials

IMPORTANT: The Query ID is the smaller number and should be entered first during the TurboTax import process and the Token is the longer number and should be entered second.

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