Skip to main content
February 1, 2021
Question

My credit union is not listed in the "Let's Import your tax info" Page. I cannot get past this. What do I do now?

  • February 1, 2021
  • 1 reply
  • 0 views
what do I do when the bank is not listed?

1 reply

Employee
February 1, 2021

If your financial institution does not participate as an import partner with TurboTax, here's how to enter your 1099 manually:

 

  • On the import screen leave the institution search line blank.
  • Scroll down lower on that screen (underneath the logos) and choose "Change how I enter my form" (or similar words), or it may have a button "Type it in myself."
  • On the next screen, if necessary scroll down and choose "Type it in myself."
  • Then it will ask you for the institution name and other info from your 1099 form.