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Level 1
posted Apr 13, 2023 1:03:48 PM

How can I get turbotax accept my bank information?

My income is from the same sources as 2021 but turbotax won't recognize it.

0 3 401
1 Best answer
Intuit Alumni
Apr 14, 2023 1:01:15 PM

For further clarification, are you trying to import your 1099-R?   

If so, please see the below TurboTax help article for assistance with importing your 1099.

What if I can't import my 1099?

 

 

3 Replies
Intuit Alumni
Apr 13, 2023 1:20:56 PM

Just to clarify, are you trying to enter your bank account information so that you can receive your tax refund but TurboTax is not accepting it?

Level 1
Apr 13, 2023 1:45:31 PM

Yes. I've used the same retirement fund and an IRA for years, same names. The names are even correct on the Review page but when I get to the page where it wants the name of the institution, and it gives you options, it doesn't recognize the very names I had last year.

Intuit Alumni
Apr 14, 2023 1:01:15 PM

For further clarification, are you trying to import your 1099-R?   

If so, please see the below TurboTax help article for assistance with importing your 1099.

What if I can't import my 1099?