If your financial institution is not on the drop down list, they are not partnered with TT to allow import of data into tax software. That is the choice of the financial institution. You cannot get TT to add them to the import list. You will have to enter your information by keying it in.
NOT ON THE DROP DOWN LIST
If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.
See if your financial institution is on the Partner List - If not, you will have to enter the information manually.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
