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Get your taxes done using TurboTax
I’m using TT Premier 2024. Under Investment Income > Stocks, etc., when I click the Update button (or Visit All), it is displaying all my 1099-INT and 1099-DIV entries. It should just show my 1099-B or other comparable broker activity.
The same is true when I click the Update button on either 1099-INT or 1099-DIV under Interest and Dividends. Again, all 1099 activity is displayed, not just the corresponding INT or DIV activity. The Visit All button should display all the activity, but not when selecting a specific Update button.
I hope this is just a bug that will be corrected and not the intentional design. Otherwise, it defeats the purpose of having individual Update buttons vs just having the Visit All button. I also agree with other negative comments regarding the oversized display. It makes scrolling cumbersome, and I kept overlooking the 1099-B entry which was very frustrating when I just wanted to revisit that activity.