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For Interest & Dividends (in Wages & Income), how to add another broker and do manual entry of dividends

I'm using downloaded TT 2024. I mistakenly deleted one broker account at the beginning of the Wages & Income section. How can I add this broker account back in and manually enter the data? I do NOT want to import the data. Thanks.

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Accepted Solutions
VolvoGirl
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

For Interest & Dividends (in Wages & Income), how to add another broker and do manual entry of dividends

For Desktop.....when you click on either Interest, Dividends or Investments from the main first income list you get ALL your 1099 forms listed mixed together.   You need to go to the bottom and click on +Add Investments

 

I don't like the new way at all.  Too many clicks and sreens to click on and go through.   Go to the bottom and +Add Investments, then import or skip import, THEN....should be a screen with 5 boxes, pick Interest, Dividends, Stocks Bonds Mutual Funds, Cryptocurrency, or Other

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2 Replies
VolvoGirl
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

For Interest & Dividends (in Wages & Income), how to add another broker and do manual entry of dividends

For Desktop.....when you click on either Interest, Dividends or Investments from the main first income list you get ALL your 1099 forms listed mixed together.   You need to go to the bottom and click on +Add Investments

 

I don't like the new way at all.  Too many clicks and sreens to click on and go through.   Go to the bottom and +Add Investments, then import or skip import, THEN....should be a screen with 5 boxes, pick Interest, Dividends, Stocks Bonds Mutual Funds, Cryptocurrency, or Other

For Interest & Dividends (in Wages & Income), how to add another broker and do manual entry of dividends

VolvoGirl, Thanks so much for your prompt reply! That worked. It seems TT wants us to import data but I prefer to enter it manually.

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