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Change to Investment Income Interest/Dividend Entry in 2024 Turbotax Premier
Why were the Interest Income sections totally changed in 2024 Premier? Used to be so easy to enter data for each source but 2024 version pulled information from 2023 file & every investment source/company has a "Needs Review" shown?? Since I have multiple investments with some of the companies, I see the same company name listed as many as 4 times BUT no way for me to know which investment/account is associated with each entry. If I have to delete all these investment entries then will have no way to compare 2023 with 2024? What a mess? Plus, luckily I manually enter my interest income & don't import information from the companies because, e.g., Fidelity & Schwab DO NOT provide a "Document ID" on their consolidated/composite statements provided in place of 1099-R forms!! With your changes, after over 10 years of using Turbotax, this will be the last IF I can somehow manage to even make this year work!!!