DanaB27
Employee Tax Expert

Retirement tax questions

If the interest isn't imported correctly, then you might have to delete it and reenter it manually. 

  1. Select "Federal"
  2. Click "Review" next to "Investments and Savings"
  3. Click "Trash icon" to delete the interest or click "Review" to edit 
  4. Click "Add investment"
  5. On the "Let's import your tax info" screen scroll down click "Enter different way"
  6. Continue until "How do you want to enter your 1099‑INT?" and click "Type it myself" at the bottom

 

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