@VolvoGirl You nailed it in the last paragraph, but at first I didn't get it, because it is so counterintuitive the way TurboTax set up.
So when you hit Skip Import and it takes you back to the options, it looks like you are back to square one. But you hit the option again, and magically your Bank or Stock Name is filled out.
Hope TT fixes this for next year, and thanks again for responding with your answer.
