I need to change dollar amounts from 2023 to current year.? All I get is add/edit blocks.

[vcrawford134]

Investments and Savings: 1099-INT and 1099-DIV, cannot be changed from year 2023 to current year. Am I missing something?

[LindaS5247]

You should enter your 1099-DIV and 1099-INT for 2024 into TurboTax.  If you have some forms that were carried over from 2023, you can delete them and enter your new ones, if I am understanding your question correctly.

Make sure you are in your 2024 program if you are using TurboTax Desktop.

This is how to do it for a 1099-INT, but it will work the same for a 1099-DIV, just change the INT to DIV.

To delete a Form 1099-INT For TurboTax Desktop:

1. Open/continue your return
2. Click on "Search" 
3. And in the search bar type"1099-INT"
4. Select "Jump to 1099-INT"
5. It'll take you to a screen that shows your Form(s) 1099-INT that you have entered.
6. Next to the Form 1099-INT you want to delete, click on the (down-Facing) caret
7. Click on the "garbage can" to delete this form

To delete a Form 1099-INT for TurboTax Online:

1. Open/continue your return
2. Click on magnifying glass for Search in the top right of your screen
3. And in the search bar type"1099-INT"
4. Select "Jump to 1099-INT"
5. It will take you to a screen that shows your Form(s) 1099-INT that you have entered.
6. Next to the Form 1099-INT you want to delete, click on the (down-Facing) caret
7. Click on the "garbage can" to delete this form

You can enter your Form 1099-INT into TurboTax as follows:

1. Click on "Search" at the upper right of your screen.
2. Enter "1099-INT"
3. Select "Jump to 1099-INT"
4. Answer "Yes" to "Did you have investment income in 2024?"
5. Select "Skip Import" on the screen that asks "Let Us Enter Your Bank and Brokerage Tax Documents"
6. Select the box that says "Interest 1099-INT" (the box will turn green with a checkmark on it)
7. And "Continue"
8. Enter your 1099-INT information and select "Continue"
9. Answer the follow-up screens about your interest

Click here for How Do I View and Delete Forms in TurboTax Online

Click here for "How to Delete Forms in TurboTax Desktop

Click here for "Where Do I Enter Form 1099-DIV in TurboTax Online?"

Click here for information on entering a Form 1099-INT.