MarilynG1
Expert Alumni

Get your taxes done using TurboTax

Users have reported being able to enter just a bit of personal info in TTO, import their financial data, then transfer into a TTD return, although I have not personally tried this.  If the transfer were to over-write anything, it might be only your name and address. Obviously, save a copy of the current TTD file before attempting this.

 

The net out is, that since the Import function works for the majority of users, it is not a programming error.  The actuality is that the IRS does not need all of your financial transactions individually entered into your tax return.  Did you have a Gain/Loss and was is ST or LT?  They have a copy of all your 1099's, so they can contact you if they need to on any individual transaction. 

 

Total your 1099-Div's'/Int's from the same institution and make one entry in TurboTax for these.  Using the Summary Method to report 1099-B transactions does not mean you'll need to mail anything; it depends on what type of transactions you have.

 

As far as the 'new computer, new account' suggestion, that has worked for some having issues with TurboTax, as they re-installed/used TurboTax in the new account.  Sometimes all we have are 'workarounds' for some folks having issues, where others are not. 

 

@Paul_F 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"