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Level 1
posted Feb 8, 2025 7:14:21 AM

Unable to select financial institution from the list

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2 Replies
Expert Alumni
Feb 8, 2025 7:17:34 AM

If you are unable to select your financial institution, you can enter your documents manually.

 

Here's how to enter a 1099-INT into TurboTax Online manually:

  1. Open TurboTax Online and navigate to Wages & Income > Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) > Add/Edit
  2. Choose the button Add Investments
  3. Under "Let's import", choose "Enter a different way."
  4. Choose Interest, continue
  5. Choose "Type it in myself"
  6. Enter FEIN from payer, payer's name, and amount of interest. Choose recipient's name from dropdown box. 

Level 1
Feb 8, 2025 7:21:45 AM

Turns out to be user error. :(