I have the desktop version of Turbotax Premier (Mac). I need to add interest and dividend information (1099-Int and 1099-Div) for accounts that are not listed in your selection of banks that allow importing. When I press the "I'll type it in myself" button, it goes directly to the 2024 Income Summary Page. I've tried this repeatedly with the same result. I've also tried exiting the program, then restarting. No change. Any suggestions as to what I should do?
Jim B.
You can try editing the Schedule B in the Forms mode where you will see a magnifying glass icon next to the entry for the payer of the dividend's name. If you click on that icon, it will allow you to set up a Form 1099-INT worksheet on which you can enter your Form 1099-INT information.
also Mac desktop premier here, so just to clarify, if you go to the tab for Wages & Income, then "l'll choose what I work on" then "Update" for 1099-INT it should take you to the screen with the horrible list of all the 1099s. At the bottom "Add Investments" you get the import screen but you should have a button "Skip this import" then select 1099-INT and you'll get the input screen for it. Are you not getting that? I recall a "I'll type it in myself" button in prior years but not seen that in 2024.