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April 17, 2020
Question

I'm being asked for my username and password from the investment bank in which I cashed my 401k form but I've never had one

  • April 17, 2020
  • 1 reply
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1 reply

VolvoGirl
VolvoGirl
Employee
April 17, 2020

Don't enter the bank name and don't try to import it.  

It is just as fast and easy to manually enter it.  When you enter a 1099 the first screen is How to Enter, by Import or Enter it Myself. Scroll down and click the last circle to enter it myself.

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