topic New Interface for Investments in Turbotax 2024 in Get your taxes done using TurboTax

New Interface for Investments in Turbotax 2024

IS5013 — Mon, 27 Jan 2025 22:12:50 GMT

I want to be able to edit some of my short term transactions but the bulk edit feature only allows you to edit limited number of fields. How can I see every transaction and every field I completed on one screen. This was how it was done in 2023. It makes it extremely difficult to update any mistakes made. Has anyone figured out a way to do this without having to figure out what form the detail transactions reside that you can update? For example, I updated 30 stock short term transactions and made errors on Wash sale loss for 5. Bulk edit does not display this field if you try to correct it. I also made the mistake of saying that all cost based transactions were reported to IRS but they were not. Bulk edit does not allow you to correct this across 30 trabsactions.

What is the fix here?

Re: New Interface for Investments in Turbotax 2024

MarilynG1 — Tue, 04 Feb 2025 17:06:52 GMT

In the Income section, scroll down the list of topics to Investments, and choose Update next to Stocks, Bonds, etc. On the next screen, click the down arrow next to the entry you want to edit, and choose EDIT.

If you click this, the next screen will show a Pencil Icon you can click to display your entries for editing.

If you're using TurboTax Desktop, you can also edit directly on the form in FORMS mode.

If you imported your transactions, here's more info on How to Update or Delete Imported Data.

If you can't resolve this, post again and we'll try to help. You can also Contact TurboTax Support for more help.

Re: New Interface for Investments in Turbotax 2024

IS5013 — Tue, 04 Feb 2025 17:40:12 GMT

I'll give it a try over the weekend and advise if this works. Thanks for your response and new feature.

Re: New Interface for Investments in Turbotax 2024

IS5013 — Thu, 06 Feb 2025 17:16:06 GMT

I am running Turbox Tax Home and Business and there is no pencil icon to edit nor does the screen you show appear. The only option is still Bulk Edit. I have entries I need to delete but when I select them, it just goes back to the summary page. When will this fix show up in Home and Business? I just updated the software this morning so I am running the latest release.

Re: New Interface for Investments in Turbotax 2024

IS5013 — Thu, 06 Feb 2025 17:17:29 GMT

Again, I'm running on a MAC.

Re: New Interface for Investments in Turbotax 2024

Vanessa A — Thu, 06 Feb 2025 17:37:46 GMT

For the MAC you will have to scroll to the side under the box where it says to Review Your Trade sales to find the pencil. When you scroll you will find both the pencil and the trashcan.

Re: New Interface for Investments in Turbotax 2024

IS5013 — Thu, 06 Feb 2025 17:59:19 GMT

Very weird experience. No edit or delete appear next to each line unless I do a shift command (to select as checking the box does not do it), then it both delete and pencil appear. It also highlights all transactions from that one item you are trying to edit until the last transaction. Doesn't seem like this is the desired interface.