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Level 1
May 15, 2021
Question

Connection to bank

  • May 15, 2021
  • 3 replies
  • 21 views

Can not connect no matter how many times I do the car/bus/stairs etc.

3 replies

Alumni - Intuit
May 15, 2021

If you cannot download your bank information you can type it in yourself.

  1. Type 1099-int in Search in the upper right
  2. Select Jump to 1099-int
  3. Say Yes to Did you receive any interest income?
  4. On Let’s import your tax info go to the bottom and click Change how I enter my form
  5. On How do you want to add your 1099INT? choose Type it in myself
  6. Enter the Payer's information and the amount
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Level 2
February 19, 2022

There is no link to request the password after I select J.P. Morgan Securities.  I am trying to access J.P Morgan  Securities.

Level 15
February 19, 2022

Please follow the instructions here if you are having trouble importing your 1099. 

 

If you are unable to import still, you can follow the instructions here to enter a large number of stock transactions in Turbo Tax. 

 

If you need additional assistance, please click here to contact customer support. @lindacarrey12

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