Turbo Tax 2024 Investments display window changes

[dkkusd]

2025 format for turbotax sucks.  these big boxes are clunky and difficult.  if you delete or edit it moves you to top and you have to search for what you were working on.  can we please have the better list format back?

[taxtimefast]

Does anyone know how to get this (negative) feedback to Intuit? It seems unlikely that they're reading these forums.

[terryandersen]

This is the WORST version ever!!    NOT user friendly at all!   Why change a good thing.

[geogeotx]

Hi KeshaH,

Sounds like you, as an Intuit team member, have actually read this content.  Good.

Instead of telling us, the already disgruntled customers, to go enter the same comments again somewhere else I suggest you make yourself useful and practice your leadership skills and deliver THE VOICE's of these numerous customers.

Go call an emergency internal with leadership.  Put a summary ide together.  Then show all the posts on this topic.

Printing out this thread and give it to each leadership to study on they're own.

Please get back to us, the customers, confirming you will do this and commit a date and time report back to us.

[JoshB1]

@geogeotx / @KeshaH - Gotta add the tag - and of course they aren't going to do anything about random community board b***ing

[bluepost22]

The "modern" UI, giant boxes for each 1099, is not functional as other users have said.  Suppose the developers of Excel decided that each row on a spreadsheet would be 3 inches tall.  The finance world would lose its mind.  Please revert to the 2023 compact table format.

[mkmolloy]

"305-44-0001" is a dummy SSN used all over the place for training...

[morgenhj]

Yep, I did that. I hope the "upgrade" team takes this to heart next year when they fix this mess. Your product used to be very thorough and efficient. Now it appears to be fairly thorough and very INEFFICIENT for 1099 consolidated report entry. This must be corrected before the next version comes out or you'll have an army of former users telling everyone that does their own taxes never to consider TurboTax as a way to prepare their returns.

[morgenhj]

Yes, you can see this on the forms mode; however, it's not easy to find dozens of entries across multiple forms the way TurboTax enters this data. It's not organized in a way that makes any sense. Please return to the 2023 version of the software or assume you'll have an army of dissatisfied customers dissuading any of their friends from considering your product as a viable solution to preparing their tax returns.

[gtchen66]

I have a new grip about the interest/dividens UI (as if there weren't enough).

I am unable to enter/see details about entries while in the new UI.  I have to leave and go to forms mode, find the particular payer, and then see details.  I have some 1099 where they separate the interest into each account.  In the past, I would (in the interest UI) just right click on additional details, and then enter each account and have them added up.  Now I need to go to a different interface completely.  It means entering data is more tedious and error prone.  It also means when I do a second and third pass to make sure I entered the numbers correctly, I also have to exit out.

Ugh!

[gtchen66]

Someone mentioned this before, but it bears repeating.  The new Interests/Dividends/Stock UI ALWAYS goes back to the top.  So if I'm working on a bunch of entries at the end of the alphabet, I need to

1) make my changes

2) go back to the top

3) scroll down mutiple pages

4) remember where I left off <difficult if there are several accounts with similar names>

5) make updates and repeat

Before, if I had N 1099, it would take O(N) time.  Now it takes O(N*N) time.  This is a complete waste!

[DDHartley]

I’m thinking there may be thousands of TT users that have used it for 20+ years (like me) that are very disgusted and annoyed that TT decided to change the UI this year.  I’m thinking it’s because they want to sell the new assistance service for $60.  Anyone agree?

[DDHartley]

Agreed!  The “new and improved” interface looks like something from the new Krasnov administration. Maybe Doggie (DOGE) is behind the new and improved interface?

[JohnShoreview]

This new UI is absolutely terrible.  Intuit must not have done any UI testing with real users.  I've been a TurboTax Premier and business user for a long, long time.  Honestly when it brings up all those boxes I can make absolutely no sense of it.

I guess I'll have to switch to the forms view but why did I pay for TurboTax if I have do do that.

[baldietax]

Posted before but to share how it went...

I found Forms mode pretty quick for INT/DIV input; 2023 carryover set up most of the worksheets, double-click in Schedule B grids to launch another or easily delete one from the menu.  Only recommend if you know all the adjustments to make (accrued interest, US Gov % etc) and don't need the interview guide.

One issue I did find was those checkboxes in the easystep for these adjustments are not triggered even if you input values in forms, no idea where the checkbox settings are stored, so my 1099s showed in yellow for review.  I went thru them all to set the checkboxes and get out of yellow just to make sure no issues down the road, and found if not set consistently would screw up the taxes even if values had been input.  Clearing this up would have been easy were it not for the annoying edit bug which sends you back to the top of the list, scroll scroll scroll...

There's also something going on with the state setup for munis which can cause all the interest to flow as state exempt if the "state ID where exempt interest was earned" isn't set correctly, which you would think would be your home state but seems it should be set to XX so I am not sure the point of this field.  I found this by setting it wrong in Forms and couldn't tie out my state tax; presumably this happens behind the scenes of EasyStep but there must be some way to get it to mess up as I've seen a couple of threads from people experiencing this from EasyStep.

https://ttlc.intuit.com/community/taxes/discussion/the-portion-of-tax-exempt-dividends-that-are-taxa...

1099-B setup wasn't as obvious to me and 2023 doesn't set anything up, so went back thru EasyStep to input those (detailed vs. summary etc) but then used forms mode for some tweaks (seems once you set up a 1099-B in the UI you can't rename the broker etc).

1099-OID hasn't been given the "makeover" yet so EasyStep worked fine.

All in all it was survivable and I would use Forms mode again for INT/DIV but really hope TT is listening to the feedback and will acknowledge and address this mess for 2025 unless they are trying to push everyone to online - but I'll do my taxes by hand before touching their online product.