I made a new turbotax file imported from 2023. Got on screen share with Turbotax. Went to 1099 Div input. Showed how I had 1 account already imported from last year in the new ugly bubble view. Showed how it said "review"
So clicked it so I can enter 2024 dividend amount. Next screen took me to import. Uh... can't and shouldn't do that because it will make a duplicate account because NO WAY to associate with previous account STILL.... after years of complaining about this....
Selected skip... now it asks to make a new account with I do NOT need. So skip this.... makes a 1099-B account by default without me ever choosing this. So ... go back to stupid bubble screen again. Delete the blank 1099-B that I don't want. Try to review again. No way to get out of this loop because the software does NOT work. Only way to enter this years dividend is in forms mode.
I've requested a full REFUND for wasting my time in my file and my 3 kids files that I do. And for wasting the support teams time.
I suggest everyone request a refund and enter the URL for this thread.
If you have a turbotax account and purchased through their website you can see your purchase and click the option on the right and request a full refund.
