I agree with the above comments about how "Horrible", "Terrible", "Awful" this interface is. Totally impractical, inefficient. ridiculous. I hate it! I've been screaming at the computer and anyone who was around how frustrating this experience has been. The I found this post -- so I'm clearly not alone.
TURBO TAX Management -- Did anyone test this awful upgrade from the perspective of people who have investments at multiple institutions with multiple income types (e.g. 1099-INT, 1099-DIV, 1099-B). How about from the perspective of the many users that never want to import?
Over the years, I've recommended Turbo Tax to family and friends. Now they are calling me with confused questions and complaints about this section. I can't believe how much time I have wasted with this awful interface:
- I used to be able to turn off the Imports question after a couple of "Skip this". No longer.
- I used to be able to work first on Interest, then Dividends, then 1099B's. Now it is alphabetic. i can see possible logic for working by institution instead of by income type, but your interface is a Total Fail from that perspective -- the worst of both worlds:
1. The alphabetic list is inconsistent with the order of the step-by-step interface in I'll choose my own. And when I use that step-by-step and choose an entry (either Inv, Div, or 1099-B, I still end up this same awful interface.
2. If you are going to do things by Institution, start with a list of institutions, and then drill-down to the income types within that institutions. Your list has one entry per institution/income type, making it ridiculously long. Worse:
- The huge space for-and-between each Institution/income entry makes the list go on for pages and pages
- You always return to the top of the list -- you never remember where I was
- When I click on a particular Institution/Income type, you don't allow me to select multiple income types (e.g. Int, Div, 1099-B transactions), nor do you display the types I've previously entered -- NOTHING to help me keep track what I've done, or walk me through income types I still need to do. You don't even ask me "do I have anything else for this institution?".
- You don't display the institution name.
- In the list, you sort the 1099-B first -- the opposite of your income step-by-step.
At the bottom, in small text, you have "Add a new Institution?". However, since the list is Institution/Income Type, it should at least say "Add a New Institution/Income Type". It makes no logical sense.
Like others, this interface is so bad that unless I get some assurances that Turbo Tax both recognizes how bad this is and promises to fix it -- I'm done.
TURBO TAX MANAGEMENT: Please directly communicate to everyone that has posted here that you both understand how bad this is, and, when you have implemented a fix (either this year or before next year).
