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tjsepe
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How do I list my credit union when it is not listed as one of the financial institutions on TurboTax?

 
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How do I list my credit union when it is not listed as one of the financial institutions on TurboTax?

Are you trying to enter a 1099-INT, 1099-DIV, 1099-R, etc.?

 

  • When you begin that particular interview, you may arrive at a screen that says "Let's import your tax info" and has an institution search line and a lot of logos. 
  • If your institution is not an import partner with TurboTax, or if you do not wish to import, then leave that institution line blank, and do NOT click on any logos.
  • Instead scroll down farther on that screen, and at the lower right is a gray button to click "I'll type it in myself."
  • On a subsequent screen you'll be able to manually enter the institution name and the data from your 1099.
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