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New Member
posted Apr 28, 2021 2:35:20 PM

What do i do when they say my bank isnt supported how do i get the info to put on my taxes from my bank and y isnt simple supported by turbotax????

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2 Replies
Level 15
Apr 28, 2021 2:52:36 PM

The bank decides whether they will partner with TurboTax for importing tax information. If the bank is not a TurboTax import partner, you have to enter the information manually from the 1099-series tax form(s) that the bank sent you in the mail. If you don't have the tax forms, ask the bank to send you a duplicate copy. If you have online access to your account, you may be able to get your tax forms on the bank's web site or mobile app.

 

Expert Alumni
Apr 28, 2021 2:54:02 PM

You have to manually enter the tax documents that can't be imported.   TurboTax partners with some financial institutions, but not all.    Are you referring to Form 1099-INT?   

 

 

If you only have amounts in Box 1, it is easier to manually enter the amount than to do the import.   The entry screen for bank interest is 2 boxes, see below.