topic Can you search a different way for your financial institution? in Get your taxes done using TurboTax

Can you search a different way for your financial institution?

kayed2 — Mon, 23 Feb 2026 12:34:50 GMT

matrix trust company, Commonwealth of Pennsylvania

Re: Can you search a different way for your financial institution?

JosephS1 — Tue, 14 Feb 2023 14:31:24 GMT

You have not stated what you are looking for, other than Matrix Trust Co. There are ways to search for the financial institution; the examples below are from a Google search. The results including any mention of PA were very scant. I have given you what links I can find if you are looking for a specific form, etc.

Matrix Trust Co Homepage

Matrix Trust Co client list

@kayed2

Re: Can you search a different way for your financial institution?

SteamTrain — Tue, 14 Feb 2023 14:31:59 GMT

IF Matrix is not on the list in TTX, then they do not prepare their consolidated 1099-B downloads in the special format need to import the data into TTX. This special format is entirely different from the PDF file they might make available to you in your Matrix account, and thousands of banks and financial providers also do not generate the import files needed for quick importing into TurboTax (nor for any other Software provider).

As such, you would use your paper form....in front of you...in-hand....and proceed to enter the data manually.