Manually enter data into DIV form brought over from last year's return?

[Frustrated70]

I have DIV forms that were brought over from last year's return, but I can't get into them to manually enter this year's data. There is a msg by each saying, "Needs Review", but when I click on the "REVIEW" button it prompts me to import data. I don't want to import data, I want to enter it manually, but if I hit skip import it takes me to page to enter a new investment. The DIV form is already there, brought over from last year's return, don't want a new form, just want to enter new data manually. Can't believe such a basic function bug was not caught by the programmers before now. Anyone else run into this problem & how to fix it, short of starting from scratch & creating a new form? If that's solution, then what was purpose of importing forms from last year's return?

[CatinaT1]

Can you delete what is there and then add a new entry?

[Frustrated70]

Obviously you did not read my entire post. In it I stated can this be fixed short of starting a new form from scratch. Of course I can erase the old form & start a new form from scratch, but then what is the point of bring all those forms over from the previous year’s tax form if you just have to erase them & start over from scratch. Been using TurboTax for years & always worked fine. Now this year you all have to redo the Interest & Dividends section & it is terrible. Everything is sorted alphabetically by payor & Interest forms are mixed in with Dividend forms all jumbled together instead of segregated into Interest forms & Dividend forms like in past. And now you can’t manually entire new data into forms brought over from last year’s return. What a mess u created. Why did u mess things up. If it ain’t broke don’t fix it. Now you went & “fixed it” & now it IS BROKE !!!

[VolvoGirl]

Are you using the Desktop program?  In my Windows Desktop program I found…
If you transferred from last year you get to a list of all your 1099s. To enter the amount click on Review which takes you back to the beginning screen to import your tax info or go to the bottom and Skip Import. Then you get the screen with 5 boxes. Pick the kind of 1099 and Continue. Then that 1099 will show up.

I know I don't like how to enter Interest, Dividends, Sales etc.  either.  Everyone is complaining this  year.   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!

You can switch to Forms Mode and enter them directly into Schedule B using the Interest Income Smart Worksheet. But then they won't show up in the Step-by-Step list.

[Johnx50]

I made about the same complaint. Honestly, whoever the executive was who approved this disastrous change needs to be reassigned to a less "demanding" job. Did somebody actually think this design was a good idea? Did they do any focus group study? I can't believe they consulted anybody about these changes. 

And the thing I most missed was a starting table of 1099's from last year, one line per 1099, easily eyeballed to check what hadn't been updated for 2024, and what to delete. 

I couldn't get 1099-B's to show up separately to update. Only 1099-DIVs showed up when I chose to work on 1099-Bs, so I ended up having to manually add a new 1099-B. 

[hrg1]

I just experienced the same issue. And I think I found the way to make it work. I've got more than a dozen of these things, so I don't want to have to re-enter them all from scratch.

What I found is this: If a company (investment company, bank, etc.) gives you both a 1099-INT and a 1099-DIV, and you entered each separately last year, as was the custom, it will bring them both in. When you go down the list, it will show all of the imported 1099's, both INT and DIV. You select one, for example "Vanguard Account 1099-DIV" and click review. When it asks you to import, click on the skip import. This will take you to the screen with the buttons for the various forms of income as if you are setting up a new one. You HAVE to select the type of income input last year on that particular 1099. So for this example, since it was a 1099-DIV, you have to select the Dividend Income button and then continue. Don't select any others. When you then find the "Vanguard Account 1099-INT" imported from last year, do the same thing but you have to select "Interest Income" and only Interest Income. When I do this, it gives me the boxes to input the amounts from the 1099.

But if I mistakenly select Interest Income on an imported 1099-DIV, then I'm basically adding a new 1099 from scratch. Hopefully this method works for you. (And hopefully it continues to work for me.) I figure that once I've updated all the imported 1099's, I can use the Forms view to make edits, corrections, and the usually (and unfortunate) overrides.

Hope this helps. Let me know if you experience is different.

[Johnx50]

Thanks, so sad the Intuit didn't spend the money thoroughly testing all these new changes. For such a big change to the interface, they should have had focus groups use the beta versions of the program to give feedback to the designers, and that feedback would have told them that they were going in the wrong direction, at a dangerous rate of speed. 

[hrg1]

Yes, Johnx50. And there's more annoyances in this new version. (I'll probably find more today or tomorrow too.)

So when you entered K-1's last year, the program automatically creates 1099-DIVs and 1099-INTs from them. You don't see them in easy mode, only the K-1's in that section. But switch to forms and you see them. When the import happens, they bring in the "hidden" 1099's and populate them in the Investment Income section, even though they show the imported K-1's in that section too. I started filling in the 1099's by accident when I realized this. Now I have to check whether they overlap/double-count the income, or whether it's smart enough to link them. We'll see.

Also, they don't expect you to have more than maybe 4 of the 1099's. I was at the bottom of the page and deleted one that was down there. The screen got a little darker. Turns out, there's a dialogue box asking if I want to delete the 1099. But it's all the way up at the top where I can't see it until I scroll many pages up. Seems a simple thing to have tested and fixed. At least it's not critical. Just annoying.