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pawpaw101
New Member

What if my bank is not listed in the part where turbotax says it can get info for filing my taxes?

I bank at a federal credit union but my bank is not listed.
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3 Replies

What if my bank is not listed in the part where turbotax says it can get info for filing my taxes?

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

PghShorty
New Member

What if my bank is not listed in the part where turbotax says it can get info for filing my taxes?

After I check "I'll type it in manually" and click "Continue," I am sent to Your 2024 Income Summary. Where do I type it manually?

MarilynG1
Expert Alumni

What if my bank is not listed in the part where turbotax says it can get info for filing my taxes?

If you're using TurboTax Online, when you choose Add Investments > Enter in a Different Way  > on the next screen you choose the type of Investment (Interest/Dividends/Stocks)y you want to enter.  When you choose 'type it in myself' the next screen should appear with entry boxes to enter the info from your document.

 

Try closing TurboTax, clear your  Cache and Cookies and return to that section. 

 

If this doesn't resolve your issue, let us know and we'll try to help.  

 

If you're using TurboTax Desktop, make sure your program is up to date, using the Online link at the top.

 

Here's how to Contact TurboTax Support for more help.

 

@PghShorty 

 

 

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