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I can't manually input investment income into TurboTax

I am using TurboTax 2025 Deluxe (WinPerRelease Module version 025.000.0270).  I have just installed the latest updates on February 27, 2026.  I am also using Windows 11 Home.

 

I am unable to perform the simple task of inputting my interest and dividend income into TurboTax. 

 

After clicking Yes on the page that asks, “Did you have investment income in 2025?” I then get a page I have never seen before.  The first line on that page reads:  icn-accurate-reporting-investment-sales.svg.  The second line reads:  Let’s finish pulling in your investment income.  The third line reads:  You can import from more accounts by selecting Add investments.

 

There is only two buttons available on this never-before-seen page.  So I click first on the Add Investments button.  That takes me to the page that says, Let us Enter Your Bank and Brokerage Tax Documents.  This is the section that automatically retrieves investment information from your banks, which is not what I want to do.  I want to input the information manually.

 

So I then go back to click on the only other button available, which is Confirm.  That takes me to the Other Interest and Dividends page, which handles uncommon situations.  I then select None of the Above, and then I click Continue.  That takes me out to the Your 2025 Income Summary.

 

So how do I manually input my interest and dividend income?  Am I doing some wrong?

 

Thanks.

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1 Reply

I can't manually input investment income into TurboTax

I found my mistake.  On the “Let Us Enter Your Bank and Brokerage Tax Documents” page, I should have clicked on the Skip Import button (and not the Continue button).  I wish TurboTax stayed with the old button description that said something like:  I will enter the data myself.

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