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Get your taxes done using TurboTax
I think the point is missed here by trying to work around a problem that was introduced this year.
From my return last year, I can see each account 1099-DIV or 1099-INT form with the account number from each institution. This way I can check and recheck if I have imported or entered each account. This year however, even if I tried to import to the named 1099 (last year's tag for each account no/institution), it creates another 1099 entry and there is no way I can tag it. This is the problem that TT has introduced in 2024, in my opinion, unless I am missing how to do it. That's why I came here in the first place!
V
March 28, 2025
11:35 AM