We have Navy Federal Credit Union as our bank and when I look it up the name, it is not a bank option that pulls up

[SweetieJean]

Not all of them participate. Just key the form in yourself.

[mesquitebean]

Here's how to proceed past that screen.

If your financial institution does not participate as an import partner with TurboTax, or if you simply don't want to import the form information, here's how to enter your 1099 manually:

I assume you are on the screen "Let's import your tax info." 

• On the import screen you don't have to use that search field that says to enter the bank name or sign-in URL.   Instead, you can scroll down below the logos and choose the button "Change how I enter my form."
• On the next screen, which asks "How do you want to add your form?," scroll down to the bottom and choose the button "Type it in myself."
• Then it will let you start entering the institution name, etc.

[mesquitebean]

Here's how to proceed past that screen.

If your financial institution does not participate as an import partner with TurboTax, or if you simply don't want to import the form information, here's how to enter your 1099 manually:

I assume you are on the screen "Let's import your tax info." 

• On the import screen you don't have to use that search field that says to enter the bank name or sign-in URL.   Instead, you can scroll down below the logos and choose the button "Change how I enter my form."
• On the next screen, which asks "How do you want to add your form?," scroll down to the bottom and choose the button "Type it in myself."
• Then it will let you start entering the institution name, etc.

[mesquitebean]

Here's how to proceed past that screen.

If your financial institution does not participate as an import partner with TurboTax, or if you simply don't want to import the form information, here's how to enter your 1099 manually:

I assume you are on the screen "Let's import your tax info." 

• On the import screen you don't have to use that search field that says to enter the bank name or sign-in URL.   Instead, you can scroll down below the logos and choose the button "Change how I enter my form."
• On the next screen, which asks "How do you want to add your form?," scroll down to the bottom and choose the button "Type it in myself."
• Then it will let you start entering the institution name, etc.

[Chuck S]

I did a manual data entry for dividend and interest. But Navy Federal Brokerage is a real challenge so far.  They issue the 1099-b with their partner Pershing LLC that shows as “custodian”.  Pershing has a relationship with Turbo Tax and no one so far is explaining the process to download the tax data.  I will come back if there is a solution.  If some knows how to do it….   help!!!

[mesquitebean]

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@ Chuck S  wrote:

I did a manual data entry for dividend and interest. But Navy Federal Brokerage is a real challenge so far.  They issue the 1099-b with their partner Pershing LLC that shows as “custodian”.  Pershing has a relationship with Turbo Tax and no one so far is explaining the process to download the tax data.  I will come back if there is a solution.  If some knows how to do it….   help!!!

---

I'm a fellow user in this community forum, so the only way I can help you is by experimenting.   I'll tell you what I found and how to get additional help lower down.

On the import screen for 1099-B, when I try to enter "Pershing" in the institution line, the only things that come up for me that are Pershing-related are:

NetXInvestor (Pershing)

BNY MELLON (Pershing)

If I enter just "Persh", I get this result:

BNY MELLON (Pershing)
FSC eQuipt (FSC Securities-Persh. Accts)
NetXInvestor (Pershing)
RAA eQuipt (Royal Alliance-Persh. Accts)
SAIeQuipt (SecAmerica-Persh. Accts)
SPF eQuipt (SagePoint Financial-Persh. Accts)
WFS eQuipt (Woodbury Financial Services-Persh Accts)

I think NetXInvestor (Pershing) handles multiple institutions.   Out of curiosity, if I select that one, I see that the TurboTax interface then asks for a "Financial Institution Number" in addition to the login credentials.  That Financial Institution Number likely distinguishes between the various institutions that use NetXInvestor (Pershing).  But I have no way of knowing if Navy Federal Brokerage uses NetXInvestor (Pershing) or not.

Do you know if Navy Federal Brokerage happens to use NetXInvestor (Pershing) by any chance?  Perhaps that's what they use, but I don't know.  How do you look at your investment account--do you log in through Navy Federal Brokerage or another company such as NetXInvestor.com  ?

You should talk by phone with Navy Federal Brokerage and, if necessary, Pershing to see how they handle it.  Ask them EXACTLY who they use for any importing purposes into TurboTax.  If they do use NetXInvestor (Pershing) for this purpose, then you will need the specific Financial Institution Number in addition to your NetXInvestor log-in credentials.   Of course, if they do not use NetXInvestor for this purpose, then this won't apply.  

If you don't get other suggestions in this thread, here's how to phone TurboTax Support to see if they have any additional info.   But you should probably try to pin down Navy Federal Brokerage and Pershing for info first.

TurboTax Support hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern) 7 days/week.

You can use this contact form to get a phone number.
https://support.turbotax.intuit.com/contact