Get your taxes done using TurboTax

join the party here

 

https://ttlc.intuit.com/community/taxes/discussion/re-turbo-tax-2024-investments-display-window-chan...

 

it's a disaster of a design and made worse by the sloppy bugs.

 

I was able to use forms mode for 1099-INT/DIV to get everything in but be aware I went back thru the EasyStep to review the 1099s a lot were in 'yellow' and it seems Forms mode does not properly set up those checkboxes for adjustments, US Gov Interest etc after you input the 1099 (not sure where this gets stored if not on the 1099 worksheet in Forms), even if you have values; but cleaning that up was easy to go through - just tedious because of the navigation bug sending you back to the top when you edit a 1099 and having to scroll back down.

 

Forms mode has some grids with the totals which are actually pretty helpful and you can double click in the Schedule B to quickly create new 1099s.

 

For 1099-B it's a bit more fiddly in forms mode so I went back thru EasyStep to set those up and do the input, but used Forms mode for some edits (seems when you create a 1099-B you can't actually edit the name in the EasyStep).