If possible, contact the financial institution and request a copy of the 1099 - preferably by email.
Some institutions do not issue 1099s if the interest or dividend was less than a minimum threshold. (my bank has a $10 threshold.)
If that happens, be sure to get the amount of interest or dividends from the financial institution. Then, type that information into your TurboTax file manually. Use the additional 1099 button.
