I absolutely agree with the poor design of the download INT/DIV interface. I imported this year’s major portfolio accounts which apparently had slightly different addresses than the 2023 so I ended up with duplicate accounts. The 2023 tax accounts displayed $0.00 and TT wasn’t able to pick up the individual account numbers to ask which was current. Trying to delete the unneeded accounts on the INT/DIV page didn’t work. Fortunately when I got to the review screen I was able to delete the old accounts. Finally, I had to opt out using Easy Step and move over to the pick and choose method which mirrors the old design.
