I can't find option to download information from my financial institutions.

[pdohertymom]

How do I download information from my financial institutions

[xmasbaby0]

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February.  So if you are wanting to enter it sooner, you have to key it in by hand.   Or….wait until it is available for import.

If you want to enter it manually, click the option that says “I’ll type it in myself”

[xmasbaby0]

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.  

[phils2]

you did not answer the question. How to download and where is the partner list. You guys hide this every year

[xmasbaby0]

Look at your own post in this thread and scroll up to the one just above it that has a link to the partner list.   If you cannot see it---here it is again.

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.  

IMPORTING VARIOUS KINDS OF 1099’s

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2...