1099-INT (Needs Review) but if I don't import, I need to create a whole new 1099-INT form. In 2023 addition, I just needed to fill in the blanks the amounts and the institution values were all imported

[Grubby Engineer]

I should be able to enter my data on a pre-filled 1099-int form with all the institution data filled out.

That option does not exist, and I need to create a new 1099-int form and enter everything by hand.

This is a bug and should be fixed.

starting here click reviewClick Skip Import

[JohnB5677]

If you want to import the 1099-INT:

1. On the first screen you show above, select [+Add investments]
2. Now select your bank and continue the import process.

Otherwise you can post it manually.

Please see Where do I enter Form 1099-INT?

[Grubby Engineer]

You've missed the point.

I should not need to re-input all the data from last year when I choose NOT to import my 1099's.

2023 and prior T-Tax did not require it. 

AND when I do re-create a 1099 by hand, I have to delete the old import from my 2023 taxes (you know, the import that happens at the very start?) 

[JohnB5677]

If you select Review in the first image you will see a list if all of your 1099-INTs.

Select the pencil on the right.  This is the edit option.

Your pre-posted information will be there.

[Grubby Engineer]

Wish it were as you say... But no. 

See Below - This is the entire screen of what I see when I press "Review" in the first screen.

There is no pencil nor any other choice. It's "import now" or "Skip Import". "Continue" is for adding a name into the list "I'm looking for".  Would you care to upload a photo of what you see?

Thanks! Grubby

[MonikaK1]

When you first open the Income section, in both TurboTax Online and Desktop versions, you see a list called either "Your 2024 Income Summary" or "Your Income and Expenses". The list has tabs for 2023 and 2024, and next to the items that have an entry for 2023, a "Needs review" or "Add/Edit" prompt appears if you haven't yet addressed that item. 

You don't have to import any documents if you don't choose to do so. Yes, the way you get to the manual entries is to select "Skip Import". 

The name of the payer will still appear in the section in which you reported income for 2023. Interview questions will still appear for 2024, as the situations may have changed since 2023. 

 See here for Intuit's Global Privacy Statement. 

[Grubby Engineer]

Is there a way to actually speck to a real TURBO-TAX employee to report a bug?

May I ask, have you actually pressed the "Review" button on a tan section that says, "NEEDS REVIEW"?

If so, please paste an image of the steps you go through and prove me wrong -OR- actually show me what to do to correct this. 

 For this forum to be useful, answers need to be correct, succent, and actually answer the question. If you looked at the original post, you would see that by pressing "Skip Import" the user gets this screen:

From here all I can do is re-enter ALL of the data from a 1099-X. This is NOT how T-Tax operated in the past (i.e. when pressing the needs review, I could enter that specific institutions BOX-1) and then be done.

Now, I am forced to create a new 1099-X AND there is an orphaned 1099-X form that has to be deleted during Review step. For now, I am filling out these 1099-X's in the form section. 

[JohnB5677]

Yes, You can add a 1099 in TurboTax Online by following these steps.

You can speak to an agent, but you will need the TurboTax Live option.  This will charge you an additional fee.

However, we should be able to make the software work for you.

Under Federal

1. Select Wages & Income
2. Scroll to Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto)
3. Click Add/Edit
4. You will see previously entered 1099s
5. You can These entries directly
6. Click [+ Add investments] if you want to post a new 1099
7. There will be options to Download
8. Select Enter a different way
9. Click on the type of 1099 you have and click Continue
10. On the next screen select Type it Myself
11. You can now enter your information.

[Jenndy43]

The same thing is going on with Business Income and expenses - NEEDS REVIEW pops up at the summary, when nothing is wrong. Did not happen in previous years.

Happening with multiple people.

Turbo Tax is having NEEDS REVIEW issues this year and the bugs need to be fixed. 

[DaveF1006]

It depends. See if you can move past the error message. Also if you receive the message, there may be an X that you select so that the review message will go away. 

[Grubby Engineer]

Again, please read the post. Did you examine what I showed? There is NO ERROR message.

Please use your version of T-T and see if you get the same as I did.

[skierpage]

As I recall, the interview asked if I had interest income, and separately I imported 1099 info from my financial institution. As a result, in forms view I have both a blank 1099-INT and the imported one. When I try to [Review] the blank 1099-INT, I get the dialog to import from a financial institution; when I skip that, I'm dumped at an empty 1099-INT form.

I went into forms mode and deleted the empty 1099-INT, and it no longer shows up, but I now have a new "Untitled" 1099-INT on the "Let's finish pulling in your investments" screen. I wound up clicking the trash can next to these bogus investments, and then finally clicking [Review] on the remaining legitimate ones did the right thing.

It's not quite the same as your situation, but TurboTax Premier desktop's Step-by-Step definitely does not handle blank 1099-INT forms correctly.

[alidgadfly]

I have exactly the same problem. It is very disappointing that people who are trying to respond, don't even read the post.

[MonikaK1]

You can still type in and edit investment income items 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:

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.

In TurboTax Online, instead of clicking "Confirm", if you need to edit or add Interest Income, click on "Add Investments" to add a new item or click on the down arrow next to an already-entered item to edit it. See screenshot below:

In TurboTax Desktop, you can click on the down arrow next to an item to either edit it or delete it.

For more information on interest income, see this article.

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:

@alidgadfly 

@skierpage 

[Grubby Engineer]

You have missed the point. Yes, I know exactly what you mean   (and is what I HAD to do) - But TT is broken and needs to be fixed - PERIOD.