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Retirement tax questions
Are you using the Online version or the Desktop program? For Desktop try clicking on Add and see if that gets you to the list.
I know the Desktop program has changed. To start, at the bottom of the screen to type in your bank to import there is a little blue button to Skip Import. Then if you get the list of Interest and Dividends there is a pencil icon on the right by each one to edit it. And now they list ALL your interest, dividends and investments mixed on 1 list.
And one user said, I notice some icons in that 1099-INT/DIV/B section of the desktop product appear or not, according to whether I'm signed-in to the desktop product and have an active Internet connection.
‎January 25, 2025
12:15 PM