DenJ
Returning Member

Investors & landlords

Thanks for responding.  No, this does not help.  

Here are the steps I took.  I clicked Wages&Income at the top.  I then clicked that I would choose what I work on.  This takes me to the usual income summary screen.  Now I go to the Investment Income section.  If I click either Visit All or one of the Update buttons, I am led to a page with the heading “Let’s finish pulling in your investment income.”  There is a list of my investment accounts with previously entered dividend data.  I see no option to now add 1099B transactions.  There is no horizontal scroll bar that you mentioned.  All I can do is edit the dividend data.

 

The only way I could find to enter 1099-B data is to click on the add investment button.  This takes me to a screen where I can skip import, and then to a screen where I can set up a new account and ultimately add 1099-B data.  So, there seems to be a new system where a separate account is needed for each of dividends and 1099-B sales.  And, as I mentioned, different sales categories also need separate accounts.  This is really clumsy, and I am not sure whether the records will import properly next year when the developers make new changes.

 

Sadly, if this does not get fixed quickly, I will abandon this software going forward.  As for being a Mac user, the software is sold on that platform and I pay for it like everyone else.