Turbo Tax 2024 Investments display window changes

[geogeotx]

I worked with support today..   Experience was not good for me or her.

1. My screen was in my big desk top monitor screen which became so grainy she couldn't see it.

2. Moving it back to my laptop screen it was too small for her to see.  I had font at 130%  Still bad.

3. Couldn't see my pdf files or see the guide in the help window that popped up (I was aghast). Pdf files blacked out the screen.  How are they supposed to help if they can't see.  This feature to view my K1 spreadsheets and pdf files  has worked mostly in the past. C'mon, you guys have been running this  business for years.   Please get your act together and enable the user and support to work efficiently.   Both of us value our time.

[1949gal]

Online sucks, top, this year, only in different ways 

[1949gal]

I, too, got a call. I pointed out that the support professionals were doing their absolute best, but they couldn't make things work either. I also noted that I used to work in tech and that product changes this large and this awful usually indicated a new management team, so they need to revisit their org chart 😁

[geogeotx]

Yes, agreed.  This begs the question who was testing workflow and how did that testing go so wrong.

I volunteer!

[mkmolloy]

You "got a call" from Intuit? Can you provide more context about why they called you?

They sure didn't call me, and they don't seem to care about responding to this discussion. 

[1949gal]

I had spent several over an hour sessions with support, who couldn't fix things. I made it clear it was not their problem, but a design problem that management was responsible. I also asked them to tell their supervisors that my purchase in 2026 was definitely on the line, and I might abandon my work this year.  Usual mealy mouth call, but I repeated the effect on my purchase decision and was quite firm about lack of proper development management being the problem. He sounded like this was not a new concept from customers 

[ndattax]

I've used Turbo Tax since the 1990 and cannot fathom why they changed this.  It is extremely unfriendly and difficult to work with.  I am considering starting over and entering everything manually.  Can you imagine this in 2025?  It's not a glitch.  It's a major design problem.  The team should be fired.  I won't be using TT in 2026.  It's very frustrating and very unfriendly.

[Gunnerpete]

New UI is terrible...old interface was logical and easy to follow...it wasn't broke not sure why Intuit changed.  I'm about to give up it's so bad and move to a different SW.   

[taxuser348484]

I managed to enter my 1099s despite the new, frustrating UI. After taking a few days' break, I usually go through my taxes a second time to check for typos before submitting them.

When I returned to the 1099 section in TurboTax, I noticed that clicking the arrow allowed me to view the details for each 1099, which was somewhat handy. However, what wasn’t handy was that every time I expanded a 1099 entry, the page would jump back to the top of the list, forcing me to scroll back down repeatedly to review my entries.

Hopefully someone from Intuit sees this thread and doesn't make any more "improvements" to TTax!

[DDHartley]

Completely agree with the dozens of negative comments about the new UI in TT 2024.  After using TT for over 20 years, we are giving up and will find a CPA. Unbelievably bad interface, very poor management decision to go live with this version. Extremely disappointed as we prefer doing our own taxes, but given how complicated our returns are, with the new TT UI we can't be certain we've captured everything properly. Too risky, not to mention annoying, to attempt it. Good-bye TurboTax. Too bad you screwed your customers. 

[robs462]

I’m using TT Premier 2024.  Under Investment Income > Stocks, etc., when I click the Update button (or Visit All), it is displaying all my 1099-INT and 1099-DIV entries.  It should just show my 1099-B or other comparable broker activity.  

The same is true when I click the Update button on either 1099-INT or 1099-DIV under Interest and Dividends.  Again, all 1099 activity is displayed, not just the corresponding INT or DIV activity.  The Visit All button should display all the activity, but not when selecting a specific Update button. 

I hope this is just a bug that will be corrected and not the intentional design.  Otherwise, it defeats the purpose of having individual Update buttons vs just having the Visit All button.  I also agree with other negative comments regarding the oversized display.  It makes scrolling cumbersome, and I kept overlooking the 1099-B entry which was very frustrating when I just wanted to revisit that activity.  

[uffdairish]

I am in the same boat.  I am on my 3rd try with this UI.  If I get distracted for a minute, I lose track of what I am working on.  I have now created duplicate entries.  This is ridiculous

[Tgrapes]

I agree with every user post here saying that the new UI is unusable. Institutions that import every year no longer do. It took me 2 HOURS to figure out your crappy loop to enter 1009's manually. So now, I finally have to enter most everything manually!! Terrible. Many-year desktop tax user, but Ill go elsewhere next year. 

[LRC11]

The new format is almost unusable.

[gtchen66]

It's pretty horrible.  The more I use it, the worse it gets.  Today I needed to import stock transactions.  Since it was a managed account, they generated over 200 entries so no way was I going to type it all in by hand, so I imported it from fidelity.

First off, I have a half dozen accounts with fidelity.  They ALL came across with the same name, no account number in the title.  I had to distinguish them by looking at the amounts and figuring out what came from where.

Second, my 1099-B had about a hundred short-term, a hundred long-term, and a handful of uncovered that I knew I would need to update manually.  Instead of any reasonable categorization or grouping, Turbotax presented all 200+ transactions in one large table (actually 3 large tables, each with 100, in groups of 25).  ALL of them in one table.  Sorted by DATE.  So if I had multiple transaction with a single stock, I would have to find them all separately.  Short mixed in with Long mixed in with everything else.  And NO WAY TO SORT.  To find the transactions I needed to update, I had to open each table, scan it, and then move onto the next table.

I've been using TT for 20+ years.  If I didn't get this year's version for free, I would be looking elsewhere.