Have others found the 2024 edition confusing or difficult to work with

Forum|Forum|11 months ago
June 17, 2025
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VolvoGirl

Level 15

Are you asking about the changes for entering interest, dividends and investments? Hopefully next year they’ll change it back to last year. Are you using the Desktop program? I know it’s 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.

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

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 don't like the new way at all. Too many clicks and screens 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