Stuck on confirm your financial institution info no matter by manual input or auto import

[wei cheng]

I tried auto-import from TD and I also have multiple forms from other brokers, all of them need me to input financial institute names, and the loop became infinite. 

[SForrestLO]

Please try updating the software.

How do I update my TurboTax CD/Download software program?

If that does not work, there is a link at the bottom of this article for manual updates.

[wei cheng]

The issue is still there

[JohnB5677]

I expect that you're trying to post a 1099-B.

Go to Personal

1. Then Personal Income
2. Scroll to Investment Income
3. Select Stocks, Mutual Funds, Bonds, Other
4. Did you sell any Investments in 2021? = Yes
5. Did you get a 1099-B .... = Yes
6. Let us enter your investment sale info = I'll Type it Myself
7. Bank Or brokerage = My bank/brokerage isn't here
8. Name of bank or brokerage = Any
9. Account number = Blank
10. Tell us about your 1099-B = I'll enter one sale at a time
11. Enter your information

If you are trying to post a different form, or if this post doesn't resolve the issue please give us more details.

[ttax2]

Entering "Any" was the cryptic secret trick.

[khermit]

Up to 2020 the entry of the financial institution worked like a charm. Actually, T Tax did import the manual institution from prior year's return info. The current infinite loop and awkward workaround is a frustrating and time-consuming  bug waiting to be fixed. Other than that - T Tax has worked like a charm.