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We’ll help you find and import info from your bank or financial institution. I cant find my bank.

 
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3 Replies

We’ll help you find and import info from your bank or financial institution. I cant find my bank.

A bank or other financial institution has to be an import partner with TurboTax, and there are a lot of banks that aren't.

 

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

  • If you simply don't want to import the information, or if your financial institution is not a participating import partner with TurboTax,  then 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.
OmiKa
New Member

We’ll help you find and import info from your bank or financial institution. I cant find my bank.

Thanks so much , you just saved me an 1 hr wait time on the phone!!!

We’ll help you find and import info from your bank or financial institution. I cant find my bank.


@OmiKa wrote:

Thanks so much , you just saved me an 1 hr wait time on the phone!!!


You're welcome.  Good luck.

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