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Entering Investment Income info
2025 Turbotax Deluxe Desktop. In previous yrs, when I select a financial institution to enter interest or dividend, etc. , the name is already filled in and I entered the relevant numbers. This year, however, then name is blank. Is this a change from prior years? Or is it just my installation?
Also, I tried to import the numbers, and it asked me to log into the investment company with the relevant Username and Password. Prior yrs, I entered Document ID on the 1099. Is that also a change?
‎February 8, 2026
6:06 AM