Entering dividends and interest manually

[Dee52]

I want to enter all dividends and interest manually.  However your system doesn't want to allow it.  I don't trust your downloading --- you transferred in my 2023 tax return IN correctly ----- so I NEED to do it myself

[JohnB5677]

You can add a 1099's manually in TurboTax Online by following these steps.

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. Click [+ Add investments]
6. There will be options to Download
7. Select Enter a different way
8. Click on the type of 1099 you have and click Continue
9. On the next screen select Type it Myself
10. You can now enter your information.

Please clarify what went wrong with the import of your 2023 tax information

Please contact us again to provide any additional details. 

[Dee52]

So, I tried your method

-Federal Taxes

Selected:  Wages & Income

     No opportunity to scroll

Next screen:  income reported on 2023 return

     Hit continue

Next Screen:  how do you want to enter your income?

    Selected:  walk me though everything

Next screen:  your 2024 income summary

   FINALLY  Interest and Dividends

Selected:  Dividends on 1099DIV

     UPDATE

Tried:  Add investments  NOT CLICKABLE

BOTTOM OF PAGE  --Add investments

- clicked on that

There is no longer is the option to enter another way   (screenshot at bottom of page)

-clicked “Skip import”

- Now into circular logic ----   page starting with “OK, let’s start with one investment type”

      Screenshot at bottom of page (2nd screenshot)

-Clicked “Dividends” ---- gave me a checkmark

-then clicked “Continue”

                FINALLY I CAN TYPE IN ------ CAN’T DO ANYTHING WITH PRIOR YEARS STUFF –

   RE-INVENTING THE WHEEL HERE WITH A GREAT DEAL OF DIFFICULTY

Turns out I can't put in the screen shots    ------ I can only tell you that my choice is Import now     ------- the option to type it in myself was on PRIOR YEARS turbotax.  I know because after the 3or or 4th time stating that I would type it in myself, it would stop asking.  EXTREMELY difficult to put in the simple interest and dividends --- I counted 5 steps when I was showing my husband showing him how convoluted and almost impossible it is to type it in.  AS FOR THE FOUND ERROR --- I made sure that ALL my 2023 overpayments were applied to 2024.  Your transfer indicated I had RECEIVED REFUNDS of the overpayments.  HUGE error.  Very frustrating!

[Dee52]

Your solution doesn't apply to the 2024 Taxes. 

The options of "Enter a different way" and "I'll type it myself" are NOT available.

Please restore the form to prior years.

It is close to impossible to type them in myself.  I wasted literally HOURS trying to force your program to accept the interest and dividends.

OTHER years - you also had a listing of the 1099-Int and 1099-Div --- so we could simply pick the prior years forms and enter the information.  I finally had to just plain trash last years stuff and start over.  So, now I have a mish-mash list of Int and Div --- I have my own checklist - otherwise, I would be lost.

And, YES, I have to enter it myself -- TurboTax transferred my 2023 return INcorrectly - so -- I won't risk any other transfers.     This year, it is almost impossible to enter anything.

AND, for schedule D ---  for dates purchased, the various dates option should NOT be under "Something other than a date"     ---- nope --- answer NOT found on line or with TurboTax expert.  VARIOUS DATES are still DATES.  They are not "OTHER than a date".  Please RESTORE that part of the program.

TurboTax is breaking what didn't need to be fixed.  I am wasting hours on what should be very simple entries.  I am glad that I prepared taxes  for others so I know what I must FORCE your program to do.  PLEASE fix what was broken this year.   I have only a few more entries and I figure it will take me at least another day. 

[MonikaK1]

The options to enter interest and dividends manually are still available in both TurboTax Online and TurboTax Desktop. Try adjusting the screen size on your device.

It could be that your screen settings are making some features appear outside the visible area. This happens more often with Mac devices. Some Mac users are reporting issues with the screen size in certain areas of the program in that the button needed is not showing on the screen.

To adjust the resolution on your screen, you could try the steps on this Apple Support page:

On your Mac, choose Apple menu > System Settings, then click Displays in the sidebar. (You may need to scroll down.) Select the display you want to adjust, then select the resolution you want to use. You may be able to turn on “Show all resolutions” to see additional resolutions for the display.

See here for instructions to adjust screen size on Windows devices.

Depending on how you adjust the resolution, some app windows may not fit entirely on the screen. Using a scaled resolution may affect performance.

In the alternative, you could hook up a separate monitor to see if this resolves the issue.

@Dee52 

[SteamTrain]

@Dee52 

Yeah....this year that section is all a mess

Just one comment....which might help....might not.

NEVER use "Walk me through everything"

__________________
If you use the lower-down menu then, it might show your transferred-empty forms from 2003.

[Dee52]

I have dual 24 inch monitors.   The options are simply NOT THERE.  Please FIX ----restore --- the program to the options that you mention.  The "I'll type it myself" and"enter another way" were PRIOR YEARS options.  Really.  They don't exist this year.  PLEASE look at your programs

[VolvoGirl]

First of all Don't use the Walk me though everything button.  Click on the right button I'll choose what I work on.

For 2024 Desktop. I don't like how to enter Interest, Dividends, Sales etc. 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.

So go to the bottom and click on +Add Investments
Then to Import enter the bank or financial institution in the search box
Then double click on the item below

OR to manually enter, don't enter the bank name and click Skip Import at the bottom

THEN....should be a screen with 5 boxes, Interest, Dividends, Stocks, Bonds, Mutual Funds, Cryptocurrency and Other.

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.

[Dee52]

I have repeatedly stated IT IS NOT THERE THIS YEAR.  Every other year the screens were there of "try another way" and "enter it myself".  NOT THERE.  Nope, not screen size either - I have 24 inch dual monitors.  Turbo Tax NEEDS TO RESTORE THE PROGRAM.  Yes, I am now yelling ---- the program needs to be restored to prior years

[SteamTrain]

Yep...it really STINKS this year.....Virtually everyone is really upset with the changes, both in the 1099-B, -INT, -DIV area, and also even worse in the 1099-R area.

Whatever team that designed the changes did a massively crappy job of having actual users test it.  IF they had, they would have scrapped many of their "modifications".

________________

BUT

We are mostly other users, and tried to help you navigate thru the mess, but apparently, we can't.

So you might be off to H&RB, and TTX has lost yet another customer.

[baldietax]

Forms mode for INT and DIV worked well for me and is good place to review in the Schedule B grids.  2023 import sets a lot of them up or double click in Schedule B to spin one up, easy to delete from forms too and avoid EasyStep navigation scrolling bug for that.

Only recommend this approach if you know all the adjustments/supplementals to input.  I did find those 1099s ended up yellow back in EasyStep and needed review, I think bc the checkbox for uncommon situations/adjustments were not set even if there were figures provided, I don't know where those are stored but it's not on the worksheet.  I went thru and cleaned them up, which would be easy other than another annoying navigation bug which sends you back to the top when you hit edit on a 1099.

1099-B was more fiddly to do in Forms so I ground thru the annoying repetitive questions and scrolling on EasyStep to set those up and made any final tweaks in Forms mode (seems once you name a 1099-B you can't change it in EasyStep).

Between installation issues, import issues, UI issues ... hope the actually filing bit still works...

[babelcarp]

Why can't I enter interest and dividend data manually for an account that Turbo Tax 2024 already knows about from saved 2023 information? I see no options to enter information other than downloading it from the investment firm. Creating a new line in Interest and Dividends for the same investment company is duplicative and confusing. I'm pretty sure this behavior is new in 2024. It's a bug, isn't it?

And by the way, I started trying to Add Investment to create a duplicative line for a firm that won't download to TT 2024, and even that way there's no way to enter the info manually that I can see.

I'm using the Mac desktop edition, if it matters.

[baldietax]

I'm also using Mac Desktop (premier - not sure if that matters).  If you go to Forms mode that will show placeholders for all the forms generated based on 2023, just click on the 1099 worksheet there to add the numbers.  The other way thru the UI in EasyStep you should get to the big list of 1099s you can edit.  If you do "add investments" at the bottom it will show the import screen but there is a button at the bottom "skip this import" do you not see that?

[babelcarp]

Thanks very much for the workaround(s). I took your advice and fixed one 1099-INT in forms mode, and when I returned to EasyStep the data was there in the UI. I also explored the "add investments" dodge without committing anything, and it appears to work too, but I won’t be using it because I don’t want to proliferate zombie forms.

I really appreciate the help!

[B_LongHistoryUser1990]

2024 TT has so many quirks and bugs this year.  Especially in the 1099-X areas. 

I've spent well more than 20 hours trying to get rid of an error that seemingly is the result of non-truncated data entered into a 1099-DIV and is then being used in another form, after being auto entered and used as truncated data in that forms calculations.  The result was a $1 remainder (again, apparently resulting from subtracting the truncated data from the original 1099-DIV non-truncated data) and resulting in a $1 remainder (rounded I assume).  Then, three of these $1 remainders were summed by the second form to yield a total of........you guessed it....$1.  And yes, 1099-R had it's own set of quirks.

What was Intuit thinking this year.  Programmers making +$100K annually, working from home and lacking real oversight and quality control or beta testing?  I've used TT for years and I'm frustrated.  Intuit, you owe me 20 hours for my time and effort.  At $100/hr that is $2000 (and my rate is cheap).  But I'm not finished with taxes yet so maybe there is more to come?