Let's get the details on your 2024 income... Investments and Savings click <Review> then see "What you entered last year" <Add> screen goes back to Let's get the details?

[probable_cause]

Circular, offered what I want but click the Add button and I'm put backwards a screen. ? How actually Add?

[JohnB5677]

Please clarify your question.

• Did you just start your TurboTax?
• Are you still in the initial questions?
• Are you in the Review portion of the return?
• Do you see a screen that lists the Income Categories?

     

Please contact us again to provide some additional details. 

[probable_cause]

• Started this year's TurboTax yesterday.
• Past initial questions, entering income and tt offers last year's stuff/defaults.
• No, entering wages and income.  My last year's categories offered.
• Yes, income categories listed.  Then my specific entries 2023 are offered.

[MonikaK1]

See this help article for instructions to enter a Form W-2 manually (without importing). 

To enter a Form 1099-INT manually in TurboTax Desktop:

1. Open your return
2. Click the Federal tab
3. Click "I'll choose what I work on"
4. Scroll down to Interest and Dividends
5. Click Start or Update next to Interest on 1099-INT
6. Click Add interest income
7. Click the radio button next to I'll type it in myself
8. Click Continue
9. Follow the prompts and enter the information from your form

In order to add an item of interest income, assuming you are using TurboTax Online:

1. Go to Wages & Income
2. Select Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) - there will be a button at the right labeled either Start or Add/Edit
3. To add a Form 1099-INT for interest income, click Add Investments
4. To enter manually instead of importing, click "Add a different way"
5. Several types of investment income appear. Click on Interest and Continue
6. Click the button, "Type it in myself" if you wish to enter it manually.

For more information on interest income, see this article.

@probable_cause 

[probable_cause]

That will allow me to go forward, and I take it there's no way out of the 'Add' circular screens?  Selecting the 'Add' buttons offered are supposed to just move you back a step/screen?

1. Go to Wages & Income
2. Select Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) - there will be a button at the right labeled either Start or Add/Edit
3. What you entered last year, to select click Add 
4. Taken to Wages & Income
5. Select Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) - there will be a button at the right labeled either Start or Add/Edit
6. What you entered last year selection, to select click Add 
7. Taken to Wages & Income
8. Select Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) - there will be a button at the right labeled either Start or Add/Edit
9. What you entered last year selection, to select click Add 
10. Taken to Wages & Income

[DianeW777]

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions: 

TurboTax Online:

Open your return -Go to the menu panel on the left side of your return and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 
5. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.  

TurboTax Desktop:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

1. Click on Online in the top left menu of TurboTax CD/Download for Windows
2. Select 'Send Tax File to Agent'
3. Write down or send an image of your token number and state then place in this issue.
4. We can then review your exact scenario for a solution.
5. Please also tell us any states included in the return. This is necessary for us to view the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution. 

@probable_cause 

[catchtheball14]

I'm having the same issue.

A protected copy of your return has been sent.

Your token number is: 1291740

I'm in New Jersey.

[DawnC]

Are you using TurboTax Online or desktop?   If you are using TurboTax Online, you need to be using the Premium version.