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Thanet
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I have interest from several accounts of the same bank. After the first interest entry, how to input the second and third one.

Previous TurboTax allows as many entries as needed but this year, after the first entry, I couldn't find a way to enter the second and third interests.
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3 Replies

I have interest from several accounts of the same bank. After the first interest entry, how to input the second and third one.

if you scroll down on the page is there a blue link to add investments? if there is you'll be taken to a page to either import or skip import.  if you skip there's a page with a box that says interest. click on this and then below click on continue. you should now be able to enter the second 1099-INT.

 

{mods} my opinion is this approach stinks. when you're on the first 1099-INT there should be a link to add another or click done with 1099-int. I'm using desktop version

 

the current method is extremely wasteful of taxpayers time. 

 

 

 

I have interest from several accounts of the same bank. After the first interest entry, how to input the second and third one.

Are you using the Desktop program?  I know I don't like how to enter Interest, Dividends, Sales etc. Too many clicks and screens to click on and go through. There is no table on the screen (except in Forms) and you have to click though several screens to add more. And after I manually entered 3 interest it didn't ask if I wanted it to stop asking to import. Oh and Interest, Dividends and Sales are listed in the same list on the screen alphabetically. If I go to Interest I only want to see Interest!


So go to the bottom and click on +Add Investments
Then to Import enter the bank or financial institution in the search box
Then double click on the item below

 

OR to manually enter, don't enter the bank name and click Skip Import at the bottom

 

THEN....should be a screen with 5 boxes, Interest, Dividends, Stocks, Bonds, Mutual Funds, Cryptocurrency and Other.

 

See Home & Business screen shot on where to add more

 

Int div ADD.jpg

 

 

Thanet
New Member

I have interest from several accounts of the same bank. After the first interest entry, how to input the second and third one.

Hi, Mike9241: I did find the "add investment" and was able to add the other account interest. These two accounts were the same as in my previous last few years report. It showed 3 entries and all I had to do was "Edit" and got it done. For this year, TT shows them but I couldn't do anything to it. Finally I had to delete the and went to "add investment". You are correct in saying the way TT handles it this year is a waste of customers' time.  

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