Regressive changes to 2024 version of desktop version

[Johnx50]

Last things first. I did a review of my tax forms and fixed everything that was flagged as a problem. When I tried to file electronically, there were half a dozen 1099-DIV forms that needed Payer IDs to be entered before the tax forms could be e-Filed. How did these tax forms get through the review process when the e-Filing process picked up more things that needed to be fixed? Everything that needed to be fixed should have been caught in the review process. Some bug in the program design, or a bug in the programming itself managed to get into the production version.

Entering 1099s was a nightmare. Instead of a nice table of 1099s for various types, ie DIV and INT, or B, theres a multi page length display of text and graphic boxes for each 1099 from the previous year that requires lots of scrolling because only 2 or 3 items can fit on the screen at one time. Then selecting something to enter goes to the import screen, and if you are entering manually, skipping imports takes you back to another screen where you have to select 1099-DIV again as an example. Why would the designer do such a thing? The first time you get to an import screen, there should be a button to turn off the import screen and go directly to a manual input screen. The manual input screen should have a button top go back to an import screen. And why doesn't the program remember that you were trying to update a 1099-DIV after it leaves the import screen?

Last year's version you could see a list of all the various types of 1099s when you needed to edit them. That version worked just fine, and easily allowed me to see which 1099s had been entered, and which had not been. This year's version is just a mess.

[robtm]

I heartily agree. I hope that after you filed your return and rated TurboTax in you review  you expressed your sentiments. Maybe if enough users complain the developers will go back to the way it was in 2023 taxes.

[VolvoGirl]

I know, I don't like how to enter Interest, Dividends, Sales etc. either. Everyone is complaining. 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.

And it seems to make a difference if you are Signed in or not  under File.

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.

[Johnx50]

Thanks, I am using the Windows Deluxe desktop version, and did use Turbotax in 2023 so my data was transferred.

And yes, I did see the screen with 5 boxes. I could never get a screen that showed just 1099-B's even if restarted the program and selected that I wanted to manually select what I want to work on in the 1099-B section. It's apparent that neither the head designer, the programmer, QA team, or department head ever tried entering 1099's with a view towards usability, but only made sure the new code didn't break. With major changes like that, they should have had a focus group of people who had to enter complex returns. I've read that around 35% of the people in the US use Turbotax in one version or the other to complete their tax forms. Surely they have the budget to do testing.