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rocklvr
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How to I add 1099 interest if TurboTax doesn't recognize my bank?

 
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How to I add 1099 interest if TurboTax doesn't recognize my bank?

You just make the choice to enter it manually when you start into the 1099-INT section. 

 All sorts of form types have a way to enter them manually...as thousands of banks & financial institutions will not always have a download available thru a computer link.  

My 1099-R forms are at a major provider who doesn't have a way to download 1099-R forms, so I just type them in myself and skip attempting to go thru the import operation in the first place..

When you first start into the 1099-NT section...the first page has a box to enter your bank at the top. You ignore that box entirely, and down in the lower right (Below the bank logo's) is a button to "I'll Type It In Myself".

Hit that button..

.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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1 Reply

How to I add 1099 interest if TurboTax doesn't recognize my bank?

You just make the choice to enter it manually when you start into the 1099-INT section. 

 All sorts of form types have a way to enter them manually...as thousands of banks & financial institutions will not always have a download available thru a computer link.  

My 1099-R forms are at a major provider who doesn't have a way to download 1099-R forms, so I just type them in myself and skip attempting to go thru the import operation in the first place..

When you first start into the 1099-NT section...the first page has a box to enter your bank at the top. You ignore that box entirely, and down in the lower right (Below the bank logo's) is a button to "I'll Type It In Myself".

Hit that button..

.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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