For some reason the 2023 Turbotax entry format for Capital Gains transactions has been made totally unusable. Any way to revert back to what used to work?

[andyk5]

The format, functionality and usability are all terrible.  The program will say "needs review" without operative links to actually make that review.  Its like the poorer/newer version of Outlook but at least Microsoft, recognizing that 'new' is often worse than 'old' gives the user the opportunity to elect to revert to the 'old' (better) model.  Turbotax simply seems degraded

[PatriciaV]

Please clarify which version of TurboTax you are using and where you are working in the program. What steps did you take to arrive at the Capital Gains entry topic?

[andyk5]

Turbo Tax Premier 2023

Entry is done the ONLY way its apparently doable through "Stock, Mutual Fund and Other Investment Sales" as it has been done for years.   But NOW (2023) this process and software has been massively degraded and is far less user friendly than the system and process that existed previously

[PatriciaV]

Are you working in TurboTax Online or the Desktop version? What type of capital gain are you trying to enter? If you edit the transaction you entered, are there questions that need to be answered or messages in a red font directing you to add information?

A complete description of your experience would be helpful, as well as how you believe the entry process has become less user-friendly.

[andyk5]

Desktop version of TT

Hundreds of stock and bond transactions spread across a dozen+ separate brokerage accounts

In previous years you could call all entries up easily via selection of this section of data entry under 'topics'    could then select which to correct, augment etc... None of that works anymore

Now when you call it up it using the topic "Stock, Mutual Fund, and Other Investment Sales" you are no longer presented with an accessible list of the entries made to date.  Instead there's a much less robust list and one is unable to use that list to open ANY of the items IN the list for correction, change, supplemental entries, etc, etc     Further, this list (in my case early in the process) now shows that one entry "Needs Review" but that is not a working link to click through nor is there ANY way to bring up what needs review much less whatever it is about the entry even needs review..... NOTHING in the list is accessible via this page whatsoever