Get your taxes done using TurboTax

These are the steps that I followed to download interest income from a bank or financial institution.

In TurboTax Online Premium, after downloading from a bank or financial institution, I see this screen.

At this point, the income is not yet reported on the income tax return.  Click Continue.

At the screen Importing from more financial institutions?, select No.  Click Continue.

At the screen Awesome, you've got a great head start!, select Continue.

At the screen Let's finish pulling in your investment income, select Review to view the transactions.

At the screen Now, let's review your 1099-INT, see if there are entries missing or that need to be corrected.  Click Continue.

At the screen Do any of these uncommon situations apply?, I selected None of these apply.  Click Continue.

Needs review tag has been removed.

Interest is reported on line 2b of the Federal 1040 income tax return.

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