Posted before but to share how it went...
I found Forms mode pretty quick for INT/DIV input; 2023 carryover set up most of the worksheets, double-click in Schedule B grids to launch another or easily delete one from the menu. Only recommend if you know all the adjustments to make (accrued interest, US Gov % etc) and don't need the interview guide.
One issue I did find was those checkboxes in the easystep for these adjustments are not triggered even if you input values in forms, no idea where the checkbox settings are stored, so my 1099s showed in yellow for review. I went thru them all to set the checkboxes and get out of yellow just to make sure no issues down the road, and found if not set consistently would screw up the taxes even if values had been input. Clearing this up would have been easy were it not for the annoying edit bug which sends you back to the top of the list, scroll scroll scroll...
There's also something going on with the state setup for munis which can cause all the interest to flow as state exempt if the "state ID where exempt interest was earned" isn't set correctly, which you would think would be your home state but seems it should be set to XX so I am not sure the point of this field. I found this by setting it wrong in Forms and couldn't tie out my state tax; presumably this happens behind the scenes of EasyStep but there must be some way to get it to mess up as I've seen a couple of threads from people experiencing this from EasyStep.
https://ttlc.intuit.com/community/taxes/discussion/the-portion-of-tax-exempt-dividends-that-are-taxa...
1099-B setup wasn't as obvious to me and 2023 doesn't set anything up, so went back thru EasyStep to input those (detailed vs. summary etc) but then used forms mode for some tweaks (seems once you set up a 1099-B in the UI you can't rename the broker etc).
1099-OID hasn't been given the "makeover" yet so EasyStep worked fine.
All in all it was survivable and I would use Forms mode again for INT/DIV but really hope TT is listening to the feedback and will acknowledge and address this mess for 2025 unless they are trying to push everyone to online - but I'll do my taxes by hand before touching their online product.
