TT25 Deluxe for Mac is not properly handling my imported 1099-INT data.

[Rick207]

TT25 Deluxe for Mac is not properly handling my imported 1099-INT data.  

If I import my Interest data from Fidelity into a new file, everything seems to work correctly.  However, if I import this Interest data into “my work in progress” file with my other 2025 data, I can see the Interest data using the 1099-INT “Forms” view  and the data is correct.  But this Interest data does not roll up to the Schedule B nor the 1040.  Due to the amount of interest, it is not a De Minimis issue.  

I have deleted the 1099-INT form and re-imported it but TT25 continues to mishandle the 1099-INT data.    

If I delete the imported 1099-INT and manually create a new 1099-INT using this same data, TT25 Deluxe properly uses the data and rolls it in the Schedule B and 1040.

Please advise.

[baldietax]

doesn't sound great - at this point I'd suggest to just input it manually (as you already did) and move on.  Importing 1099s is great when it works but most can be input very easily.

[MonikaK1]

Yes, as @baldietax stated, it's often easier to enter a form such a Form 1099-INT manually than to import it.

Whether an import is successful depends on many factors at both ends of the transaction. See this help article for troubleshooting tips.

You can also upload a broker statement (1099-B, 1099-DIV, etc.) downloaded outside TurboTax:

1. Navigate to Federal > Wages & Income > Investment Income
2. select "Start" or "Revisit" next to Stocks, Mutual Funds, Bonds, Other
3. choose the "Upload from computer" option. 

TurboTax provides you with an entry screen for each Form 1099-INT that you have to report.

In the Desktop version, in the Interest Income section, scroll down to the blue button labeled "Add Investments" to add another Form 1099-INT.

In the Online version, at the opening screen for interest and dividend income, there also appears a button labeled "Add investments" that you can click to add another form.

See this TurboTax tips article for more information.

@Rick207