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
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?
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.
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