1099-DIV and 1099-INT flipped in 2025 relative to 2024?

[sminla]

I imported from Schwab into Turbotax in 2024 and 2025. The import seemed to work and fields were populated EXCEPT that when I compared the 2024 vs. the 2025 entries the values were flipped! In 2024 INT said $13,593 but in 2025 it said $546 while 1099-DIV reads $707 for 2024 and $14163 for 2025. As if the import fed into different fields. Anyone else have this experience? Did you manually correct it? 

[LindaS5247]

If importing this information caused an error in reporting your Interest and Dividends, the best way to fix it is to manually is to either delete and re-enter them or Edit them manually.

To get to your screens to Edit or Re-enter your Forms 1099-INT and 1099-DIV, you can:

1. Click on "Search" at the upper right of your screen.
2. Enter "1099-DIV" in the search box (or 1099-INT)
3. Select "Jump to 1099-DIV" (or 1099-INT)
4. If you want to edit your forms, click on Review or the pencil icon next to your form.
5. Make the edits to the appropriate fields.

To delete your Forms 1099-DIV and 1099-INT, you can follow the steps listed below. This will work better if there may be any additional import errors on your forms.

To delete a Form 1099-INT/DIV For TurboTax Desktop:

1. Open/continue your return
2. Click on "Search" 
3. And in the search bar type"1099-INT/DIV"
4. Select "Jump to 1099-INT/DIV"
5. It'll take you to a screen that shows your Form(s) 1099-INT that you have entered.
6. Next to the Form 1099-INT/DIV you want to delete, click on the (down-Facing) caret
7. Click on the "garbage can" to delete this form

To delete a Form 1099-INT/DIV for TurboTax Online:

1. Open/continue your return
2. Click on magnifying glass for Search in the top right of your screen
3. And in the search bar type"1099-INT/DIV"
4. Select "Jump to 1099-INT/DIV"
5. It will take you to a screen that shows your Form(s) 1099-INT that you have entered.
6. Next to the Form 1099-INT/DIV you want to delete, click on the (down-Facing) caret
7. Click on the "garbage can" to delete this form

You can enter your forms 1099-INT/DIV manually using the instructions below:

1. Open your return
2. In the search Bar enter Form 1099-INT/DIV
3. Select "Jump to 1099-INT/DIV"
4. It will ask, "Did you have investment income in 2024?" Select "Yes"
5. Select "Continue"
6. Select "Skip Import"
7. You will Select your investment type which is "Interest"
8. You will "Continue"
9. Then you will see the screen "Let's get the info from your 1099-INT/DIV"
10. You will type in the information from your Form 1099-INT/DIV on that page.
11. Answer the follow-up questions.
12. You will be able to select "Add Investments" to add additional Form(s) 1099-INT/DIV.

Click here for forms,

Click here for "How to Delete Forms in TurboTax Desktop.

Click here for information on entering a Form 1099-INT.

Click here for Where do I enter my 1099-DIV in TurboTax Online?

Please return to Community if you have any additional information or questions and we would be happy to help.

[sminla]

Thank you, I was able to manually correct it, but actually it didn’t need correction. The import did put things into the correct field. So I went ahead and filed it
now what I need to do is see if the mistake had happened on the 2024 return

usually, at least for me, each year my numbers are about the same in various boxes of the return

so I was a bit surprised that there was such a difference, and the values were essentially flipped. I just assumed this year was a mistake, but it isn’t. So now I need to figure out how to go back and look at 2024 and what I have to do if it was a mistake,

[sminla]

And I do thank you for the very detailed and useful answer