EKIN
Level 2

Get your taxes done using TurboTax

I was just about to post something about this new screen.  Maybe it's an new workflow, I am not use to?  or it's really mess up?    When I click on 1099 i it open the screen "Let's finish pulling in ..." which list all 1099.   I click on 1099B I see the exact same list.   WHY?   

 

Also the import function is a little strange... I haven't figure out if it's Charles Schwab issue or TT.  I was thinking may there is bug , but I have the latest version, see screenshoot... I try to type version number but was remove website think I post phone number 😂.   I also have Premier.

 

basically I think I'll remove all the previous 1099s and retype them!!! this is crazy!   

 

Screenshot 2025-03-08 175012.png

 

Also when I select one of the 1099-DIV for review on this new screen.   If I skip import, I am present "

OK, let's start with one investment type (We'll come back to add any other types later.".
 
didn't I select 1099-DIV?   must be a new feature to make doing tax more painful.