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What to do with 2024 TT Premier "Let’s finish pulling in your investment income" screens
Dear TT Experts,
I imported a bunch of tax forms into the 2024 TT Premier program. Then I tried to start manually entering those tax forms that cannot be imported. I do this every year.
This year, for tax year 2924, when I choose to "Update" ANY of the Interest and Dividend item or Investment Income item, I get the blue colored "Let’s finish pulling in your investment income" message with a long screen of items to review with names of mostly already imported institutions and a few names of institutions that do not support Imports.
What am I doing wrong? Why the screens and what to do to proceed?
Thank yo so much!
This has NEVER happened in past years.
March 3, 2025
9:04 AM