How do I get Pershing to download my tax information into my 2024 federal return?

[xmasbaby0]

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.  

[Mike9241]

is it BNY Pershing? then type BNY in the financial institution search box. on the other hand, Pershing LLC does not partner with Turbotax. it's a clearing firm that handles the transactions for other broker/dealers and does the reporting. in this case you would have to see if you can download from your actual broker.