Get your taxes done using TurboTax

Follow these steps.  Post if you are seeing something different.

In TurboTax Desktop Premier, enter an IRS form 1099-INT by following these steps:

• Across the top of the screen, click on Federal Taxes.
• Across the top of the screen, click on Wages & Income.
• Select I'll choose what I work on.
• Scroll down to Interest and Dividends.
• Click Start / Update to the right of Interest on 1099-INT.
• At the screen Did you receive any interest income, Click Yes.
• Select Import from my bank or brokerage.  Continue.
• At the screen Search for your financial institution, enter the bank or broker.  Continue.
• Continue.
• At We'll open a tab, select OK.
• At the screen Let's import your tax info, select Get my form.
• At Connect Your Accounts, enter User ID and Password.  Select Log in.
• Your broker may require you to confirm your identity.
• Connect Accounts.
• The screen says Connection complete!  Success we got your tax data.  You can now return to TurboTax.
• At the screen These documents are now ready for import, uncheck any items that you do not want included in your return.  Select Import now.
• You will see a screen such as below.  Other bank or broker statements may look different.

Or follow these steps:

• Across the top of the screen, click on Federal Taxes.
• Across the top of the screen, click on Wages & Income.
• Select I'll choose what I work on.
• Scroll down to Interest and Dividends.
• Click Start / Update to the right of Interest on 1099-INT.
• At the screen Did you receive any interest income, Click Yes.
• Select I'll type it in myself.  Continue.
• At the screen Let's get your 1099-INT or brokerage statement details, enter information.