When I started my return for this year, I had TT bring in the forms from last year - 1099-INT, 1099-DIV, and 1099-R. When I select the Add/Edit button on the IRA, 401(k), Pension Plan Withdrawals (1099-R) section, it brings up the list of forms to edit, as expected. When I do the same for Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) I don't see the forms from last year - Only Add or Delete options. How can I get to last years forms?
Are you using the Online version or the Desktop program? For Desktop try clicking on Add and see if that gets you to the list.
I know the Desktop program has changed. To start, at the bottom of the screen to type in your bank to import there is a little blue button to Skip Import. Then if you get the list of Interest and Dividends there is a pencil icon on the right by each one to edit it. And now they list ALL your interest, dividends and investments mixed on 1 list.
And one user said, I notice some icons in that 1099-INT/DIV/B section of the desktop product appear or not, according to whether I'm signed-in to the desktop product and have an active Internet connection.
I'm using the Online version. If I select the Add options is takes me to a clean form the fill out. This seems to be a glitch, because the 1099-R section works as expected.
Now I know something is wrong. When I went through the federal review, all of last years forms were there. They were all blank, as I expected and needed to be reviewed. I could not get to these on the Your income and expenses page. There is something wrong with the Add/Edit link.