The new interface is indeed confusing and causes unnecessary manual review. In addition the account abbreviation at the top of the box is of no use if you have more than one account at the same broker. I downloaded all DIV/INT data on five accounts but because the 1099s came from a different address than the 2023 imported info I now have ten boxes to deal with. I’ve spent more time trying to figure out which boxes to work with and which ones to delete than I spent on a first draft of my 2023 return. The new design is very frustrating.
