Just started my 2025 taxes. Imported last year's return. I picked "Choose what I work on" and started to enter my 1099-DIV forms. Premier 2025 listed the 1099-DIV's from last year's return. I chose the first one in the list and clicked REVIEW, Turbotax jumped to a page offering to import the 1099's. I clicked on Skip Import and was able to manually enter the data for the FIRST 1099-DIV. BUT ... when I selected the NEXT 1099-DIV in the list, Turbotax once again jumped to a page offering to import. Again, I clicked on Skip Import. But now all that does is bounce you back all the way to the screen where you can select investment types ("OK, let's start with one investment type") and clicking continue just brings up a blank 1099-DIV rather than the second firms 1099 with name, FEIN, etc. Endless loop. Cannot manually enter 1099-DIV data except for the first firm in the list. Although I didn't try yet, I suspect the same will happen with 1099_INT entries. Is there a way to completely turn off this 1099 import option????? This a rather fundamental problem that needs fixed or a work around explained, and having to re-enter data into a new set of blank 1099-DIV's is NOT an acceptable work around IMHO.
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When you click Review on an item on the screen titled "Let's finish pulling in your investment income", then click Skip Import, you would then click on the investment type - Interest, Dividends, etc. - before it would take you to the screen pre-populated with the information from last year. If you select the wrong type - for example, you clicked on the Interest square when you should have clicked on Dividends - that would cause the screen to no longer pre-populate with last year's information.
When you click Review on an item on the screen titled "Let's finish pulling in your investment income", then click Skip Import, you would then click on the investment type - Interest, Dividends, etc. - before it would take you to the screen pre-populated with the information from last year. If you select the wrong type - for example, you clicked on the Interest square when you should have clicked on Dividends - that would cause the screen to no longer pre-populate with last year's information.
Roger,
Thanks. Absolutely correct. I discovered this just before seeing your response. The "trap," if there is one, is that TurboTax lists last years 1099's, be they -DIV or -INT, in alphabetical order. So if you had clicked on DIV entries at the start and the next 1099 happens to be a -INT rather than a -DIV, it's too easy to click on -DIV again because that's the way you started and intended to enter data. Thanks again!
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