Add me to the list of frustrated users concerning manual entry of 1099 data. I am using the 2024 desktop version for Mac. I followed the procedure given by LindaS5247 for entering dividends after having imported my 2023 tax information. Now I would like to enter security sales given on 1099B forms. Once I navigate to the screen with the 5 options, when I click on the box for “Stocks, Bonds, Mutual Funds” the software takes me to a screen with a vertical list of my accounts and a suggestion to continue entering dividends. Clicking continue does not help. If I click on an account, I am only able to edit dividends, not enter security sales. The only work around I could find is to create a new “investment account” and then click on the “Stocks, Bonds, Mutual Funds” box. Then I can enter security sales, but now I have two recorded “accounts” for the same actual investment account.
It gets even worse. I want to enter summary data for Box D transactions and also enter a couple of Box E transactions on form 8949. The software does not let me do this unless I create yet another dummy account for the same investment account because once I elect summary I am locked into that mode regardless of the transaction category (covered, uncovered, etc.). This is not the way the software used to work.
In short, I have spent hours trying to find ways to work around the clumsy new interface. All I want to do is manually enter data as before and the software is placing roadblocks, not facilitating.
