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ckc19
New Member

Bring back manual entry for 1099 Div, 1099 Int

What happened to the old way of entering 1099-DIV, 1099-INT, and so on

I have TT Deluxe Fed + E file & State. I want to start entering dividends. I clicked on Update on the dividends line but instead of getting a list of the institutions like in previous years I get a jumbled list of dividends, interest, and whatever else and TT wants to import each item. If I say skip import , nothing happens. I want to enter my items manually like I have done in previous years. I hate this interface. Why did Intuit change Turbo Tax interface without doing proper testing and  regression testing? Make it go away. I want to enter manually with as few screen clicks as possible.

 

To get around it, I enter the forms mode, add information to the form and save the form. Then that form can be brought up the old way.

 

Please fix this bug. It is ridiculous.

 

I don't like those new desktop screens either.  I even went to the Manage Import Options screen and placed a checkmark for each type of 1099 to not be asked to import.   Well, even after I did that, it ignores it.   I still get asked to import on each 1099-DIV/INT, etc., but I skip it each time since I want to enter manually.

Fix this bug!!! It is not an improvement!

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3 Replies
JohnB5677
Employee Tax Expert

Bring back manual entry for 1099 Div, 1099 Int

You can follow these steps on the Desktop Software.

 

To edit or update a 1099-INT or 1099 DIV, follow these steps

  1. Select Wages & Income
  2. I'll choose what I work on
  3. Scroll and select Interest and Dividend
  4. Click Update
  5. Any previously entered 1099 will appear 
  6. Click Review
  7. Post the edit or updated information

To post a new 1099-INT or 1099-DIV

  1. Select Wages & Income
  2. I'll choose what I work on
  3. Scroll and select Interest and Dividend
  4. You may see either Start or Update
  5. Do you have investment income in 20XX - Yes
  6. Import options appear - Skip Import
  7. Click on the type of 1099 that you have - Continue
  8. Enter the new information
  9. If you wish to Add an Investment, you will repeat these steps

I hope this will help you to navigate the program

 

 

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ckc19
New Member

Bring back manual entry for 1099 Div, 1099 Int

These steps worked in all the previous years of Turbo Tax.  These steps do not work in my windows desktop version of TurboTax 2024.  In previous years always did it that way but it does not work this way:

  1. Click Update
  2. Any previously entered 1099 will appear 
  3. Click Review
  4. Post the edit or updated information

 

This is not how my 2024 Turbo Tax program works. (Definitely worked this way in previous years).  Even when I go through and say skip import, it does not give me the option to edit and update. It just goes to next step.

 

I want it to work like in the past and the way that you documented the procedure.  This way no longer works. I have all the latest updates to desktop TurboTax.

JohnB5677
Employee Tax Expert

Bring back manual entry for 1099 Div, 1099 Int

Please Clarify

 

After you click Skip Import do you get a screen with five boxes?

Can you click on the investment type and select continue?

 

           

Edited 02/04/2024  9:50 PST

 

 

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