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Does M1 integrate with Turbo Tax?

Yes, you can directly import all of your transactions into Turbo Tax. To import into Turbo Tax:

  1. Select Import from financial institution while in Turbo Tax
  2. Select M1 Finance
  3. Your User ID is your M1 Finance Account Number. For example if your M1 Finance account number was 5QM03000 then your User ID would also be 5QM03000.
  4. Your password is your Social Security Number or if your account is for an entity it is your TIN.

*M1 Finance is not affiliated with Turbo Tax

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