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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.
If you have tax documents from these "unsupported" financial institutions, you'll have to manually enter the tax form by typing the information needed from the form into the proper screen in the program.
For your Mortgage Lender, as example, go to
Deductions & Credits
Your Home
Mortgage Interest, Points, refinancing, and Insurance
and enter the information from Form 1098
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