turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Bank or brokerage I don't know if it it Allstate Financial or National Financial?

I don't know which name to put?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Bank or brokerage I don't know if it it Allstate Financial or National Financial?

Are you trying to import a 1099?  It's just as fast and easier to manually enter your W2 or 1099. Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form

Then on the next screen pick - I'll Type it in Myself

Bank or brokerage I don't know if it it Allstate Financial or National Financial?

Hi 🙂  If you have your Tax form from them, see if you can import the info.  When you pick it from the list, it will either work or not when you pick the name.  If you can't get it to import, I would just choose to put the information in yourself.  Then, use the name you want to on the form.  If both are on it, I don't think it will matter much as long as the numbers match 🙂 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question