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Level 15
Level 15

After you file

The bank decides whether they will partner with TurboTax for importing tax information. If the bank is not a TurboTax import partner, you have to enter the information manually from the 1099-series tax form(s) that the bank sent you in the mail. If you don't have the tax forms, ask the bank to send you a duplicate copy. If you have online access to your account, you may be able to get your tax forms on the bank's web site or mobile app.