In 2024 Turbotax Deluxe, I have imported data from 2023 return.
As a result there is an existing list of financial institutions from 2023 that I need to update dividends for.
But when I try to edit dividend for each institution, it only wants me to import the data directly. There is no choice for me to type in the information myself.
If I want to type in the dividends, looks like I have to start over anew and cannot use the existing financial institution list that was imported from 2023.
This is very frustrating!
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Are you using the Desktop program? I know it’s changed. To start, at the bottom of the screen to type in your bank to import there is a little blue button to Skip Import. Then if you get the list of Interest and Dividends there is a pencil icon on the right by each one to edit it. And now they list ALL your interest, dividends and investments mixed on 1 list.
Hi VolvoGirl,
Yes I am using desktop version.
Thank you very much for your help.
If the pencil isn’t there there should be a Review button. Here is mine that I transferred from 2023.
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