I have approximately 100 1099DIVs to enter. If I can't input them from a spreadsheet (another question I recently posted), I will have to put them all in individually. Many are repeats from last year and I can update them, which is great. But it takes WAY too many steps. This can't be right--what am I missing? Here are the steps I take:
Screen............................................................Action
1 Let's get information from 1099................fill in updated information, hit continue
2 Uncommon situations.................................Answer "no", hit continue
3 Uncommon situations................................. Wait for the "please Wait" messages to stop, then continue again
4 Lets finish pulling... ..................................... Scroll to the next 1099 needing update and select, continue
5 Lets enter your brokerage.......................... Skip Import
6 Okay, lets start with one investment type..Dividends, continue
and now we are to step 1 for the next 1099.
Step 3 serves no purpose that I can see
Why can't step 4 just take you to the next 1099 needing updating, without scrolling through all the divs not needing updating?
Why steps 5 and 6 every time?
With so many to do and the slow response from TT with each "continue", this is a pain.
I know! I don't like the new way at all. Too many clicks and screens to click on and go through. Go to the bottom and +Add Investments, then import or skip import, THEN....should be a screen with 5 boxes, pick Interest, Dividends, Stocks Bonds Mutual Funds, Cryptocurrency, or Other
It might be better entering them directly on the form using Forms Mode?
I know! I don't like the new way at all. Too many clicks and screens to click on and go through. Go to the bottom and +Add Investments, then import or skip import, THEN....should be a screen with 5 boxes, pick Interest, Dividends, Stocks Bonds Mutual Funds, Cryptocurrency, or Other
It might be better entering them directly on the form using Forms Mode?
Brilliant! (And obvious once you pointed it out 🙂 )
Forms mode it is. Thanks.
The other step I finally figured out is if I already had that investment last year, I cannot just edit the information. I have to totally delete the company and re-add it as a new investment. Along with it's FEIN number... This is a pain compared to previous years.