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New Member
posted Apr 2, 2021 9:21:03 AM

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

I don't know which name to put?

0 2 195
2 Replies
Level 15
Apr 2, 2021 9:22:10 AM

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

New Member
Apr 2, 2021 9:25:44 AM

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 🙂