Tax Forms

[tom99611]

Turbotax 2024 premier imports Fideliy data Burt does fill in my tax forms?

[JohnB5677]

You stated that it "does fill in tax form" is that correct?

[tom99611]

Yes

[CatinaT1]

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

[tom99611]

Thank you for your reply. I have managed to complete my tax return with the help of Carl's support. The issue is simple. I have used turbo tax premiere for at least the last 20 years. It was simply followt he walk through and complete all items according to my income records w-2s, 1099r, 1099 int and etc. When I would down load my records from Fidelity Investments all the appropriate form were completed by your TurboTax Premier desktop. several of the items ie 1099 int and 1099div did not pass tru to where they should have filled out the correct forms. Carla worked with me to complete the required manualy

That is the only explain the issues. I have never had to do any manual entries simply check ant error it flagged and E file.

I use a apple I max with macOS Ventura 13  

You software engineers will have find the problems.

[VolvoGirl]

Yes they changed the interest, dividends and investment area this year.  Everyone (and I mean 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.