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jpf55
New Member

investments

after importing data from mutual fund companies the only thing entered is the total for all funds. boxes for each fund are not filled. this is a huge change from past years. do i have to manually enter data for each fund and then the totals will be wrong ie values will be entered twice. what is going on.

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‎February 9, 2025 11:59 AM
last updated ‎February 09, 2025 11:59 AM
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DavidD66
Employee Tax Expert
Employee Tax Expert

investments

TurboTax can only import what is made available for import.  You should report each individual fund as a separate 1099-DIV.  You will need to delete the imported summary that you imported.  

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‎February 9, 2025 12:32 PM
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