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April 15, 2021
Question

My financial institution can not be found by turbotax for my 1099-div

  • April 15, 2021
  • 1 reply
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my financial institution can not be found by turbotax for my 1099-div

1 reply

Employee
April 15, 2021

@wulilian1126 wrote:
my financial institution can not be found by turbotax for my 1099-div

Are you referring to a screen that says "Let's import your tax info?"

 

That search line for a Bank/financial institution is only for importing the 1099-DIV information, and only if the institution participates.  Many financial institutions are not participating partners with TurboTax for importing purposes.  If your financial institution does not participate as an import partner with TurboTax,  or if you just prefer to enter it manually, here's how to enter your 1099-DIV.

 

  • On that 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".
  • On the next screen, if necessary scroll down and choose "Type it in myself."
  • Then it will ask you for the Payer's name and other info from your 1099-DIV form.