Entering dividends and interest manually

Forum|Forum|1 year ago
March 11, 2025
19 replies
112 views

I want to enter all dividends and interest manually. However your system doesn't want to allow it. I don't trust your downloading --- you transferred in my 2023 tax return IN correctly ----- so I NEED to do it myself

JohnB5677

Level 15

You can add a 1099's manually in TurboTax Online by following these steps.

Under Federal

Select Wages & Income
Scroll to Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto)
Click Add/Edit
You will see previously entered 1099s
Click [+ Add investments]
There will be options to Download
Select Enter a different way
Click on the type of 1099 you have and click Continue
On the next screen select Type it Myself
You can now enter your information.

Please clarify what went wrong with the import of your 2023 tax information

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Dee5211Author

Level 4

So, I tried your method

-Federal Taxes

Selected: Wages & Income

No opportunity to scroll

Next screen: income reported on 2023 return

Hit continue

Next Screen: how do you want to enter your income?

Selected: walk me though everything

Next screen: your 2024 income summary

FINALLY Interest and Dividends

Selected: Dividends on 1099DIV

UPDATE

Tried: Add investments NOT CLICKABLE

BOTTOM OF PAGE --Add investments

- clicked on that

There is no longer is the option to enter another way (screenshot at bottom of page)

-clicked “Skip import”

- Now into circular logic ---- page starting with “OK, let’s start with one investment type”

Screenshot at bottom of page (2nd screenshot)

-Clicked “Dividends” ---- gave me a checkmark

-then clicked “Continue”

FINALLY I CAN TYPE IN ------ CAN’T DO ANYTHING WITH PRIOR YEARS STUFF –

RE-INVENTING THE WHEEL HERE WITH A GREAT DEAL OF DIFFICULTY

Turns out I can't put in the screen shots ------ I can only tell you that my choice is Import now ------- the option to type it in myself was on PRIOR YEARS turbotax. I know because after the 3or or 4th time stating that I would type it in myself, it would stop asking. EXTREMELY difficult to put in the simple interest and dividends --- I counted 5 steps when I was showing my husband showing him how convoluted and almost impossible it is to type it in. AS FOR THE FOUND ERROR --- I made sure that ALL my 2023 overpayments were applied to 2024. Your transfer indicated I had RECEIVED REFUNDS of the overpayments. HUGE error. Very frustrating!