The 2024 version forces you to electronically upload interest and dividends rather than manual entry and seeing side by side with the previous year. Is there any way to prepare this section as before. I do not want to wait for upload data to become available, nor have to upload from many individual sources. This is very cumbersome and NOT user friendly.
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You do not have to import interest and dividend documents electronically. You can still type them in yourself, both in TurboTax Online and Desktop versions.
When you are in the investment income section and see a screen that says, "Let's import your tax info", look at the bottom of the screen (see screenshot) and select "Enter a different way"
You will then be prompted to select a type of investment income. After you select "interest", for example, another screen comes up where you can select from different upload methods or "type it in myself:
See this TurboTax tips article for more information on filing with Form 1099-INT.
My version of turbo tax does not have an "Enter another way" button that I can find. Only options seem to be inputting a new investment or importing from Broker.
You can delete what is there and re-enter it manually. Here's How to Update or Delete Imported Data.
I figured out how to click past import and and reclick to get to a manual entry screen
same with mine ------ with about 5 steps you can FORCE the system to accept your typed input. AWFUL!! this year
In order to add an item of investment income, such as interest income, assuming you are using TurboTax Online:
We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses.
Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.
If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab:
That was true for prior years. There is an ADD A DIFFERENT WAY and/or a TYPE IT IN MYSELF. This is NOT true in 2024 taxes. It is absolutely horrible trying to type my investments
Typing error --- Your reply was true for PREVIOUS years of Turbo Tax. Neither "add a different way" or "I'll type it myself" are available. PLEASE restore 2024 TurboTax to prior years so that we can manually enter interest and dividends. Next attempt will be for entering Schedule D
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