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Turbo Tax 2024 Investments display window changes

I've noticed in Turbo Tax Premier 2024, when I go to...

Wages and Income/I'll choose what I work on/
then Selecting the Update button for either Interest or Dividends ....the resulting
window shows BOTH interest and dividends with the title
"Let’s finish pulling in your investment income".

 

And it's in a much less user friendly format than in previous years.

Each investment is displayed in a large box.  I have a LOT of 1099's and having
the investments displayed in this format is confusing and also the fact that BOTH

interest and dividends are displayed in this window. I'm wondering WHY this
change was made, as the previous years list was specific to either interest or dividends

and was much more concise.

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11 Replies
JohnB5677
Employee Tax Expert

Turbo Tax 2024 Investments display window changes

TurboTax Premier is a desktop product.

 

If I select Wages & Income a menu appears

  1. As I scroll down I see Interest and Dividends
    1. Forms 1099-INT, 1099-DIV, 1099 OID
  2. There are then 4 options 
    1. 1099-INT
    2. 1099-DIV
    3. 1099-OID
    4. Interest from seller-Financed Loans
  3. If I select Update on the 1099-INT it will show all previous 1099-INT's

Do you see something different?

 

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Turbo Tax 2024 Investments display window changes

If I select Wages and Income, I see a list of all 1099's from my previous year 2023 return.

Asking me if these all still apply. I leave all selected as they do still apply.  I then select continue,

and am taken to 'How do you want to enter your income ?', then select 'I'll choose what I work on'  .

Scroll down to 'Interest and Dividends' , then select the Update button on Interest 1099-INT

and am taken to "Let’s finish pulling in your investment income".  And this window shows ALL

1099-DIV and 1099-INT, each in a box for that investment.  Same behavior when I select

the Update button for 1099-DIV.  The resulting window shows all 1099-DIV and 1099-INT.

I see no option as you mentioned for displaying only the 1099-INT.

 

Either Update button, 1099-INT or 1099-DIV, takes me to the "Let’s finish pulling in your investment income"

that shows ALL 1099-INT and 1099-DIV.

 

 

 

 

Turbo Tax 2024 Investments display window changes

Thumbs down on the new UI.   It is clunky, not user-friendly.

Turbo Tax 2024 Investments display window changes

It's got the 1099-B's mixed in too.  Agree it's very bad, apparently been designed and tested by a team who only have one 1099 to input.  There is no longer a summary by INT or DIV to help reconcile totals.  Lots of scrolling.  And if you delete one of them, you have to scroll all the way back to the top to confirm Yes/No.  If this is the start of Intuit pushing everyone to the online version I'll be going elsewhere after 20 years using this s/w.

 

I suspect I'll be using Forms mode instead of EasyStep as you can spin up new 1099s by double clicking in the Schedule B and the see the results by 1099 section more easily.

Turbo Tax 2024 Investments display window changes

Very cumbersome and not user friendly at all! Turbo tax you can do better! 

Turbo Tax 2024 Investments display window changes

It's awful!!!!!  I can't even figure out how to make it work.  The old interface was simple and worked!

 

Turbo Tax 2024 Investments display window changes

Thank You - I was going crazy with this "enhancement". I actually thought TurboTax was loaded badly and reinstalled the download with no change in the outcome. Like you I have 25+ dividends and interest entries and liked the OLD WAY where you could just select Brokerage statements to review or correct. Personally I think the new method sucks.

Turbo Tax 2024 Investments display window changes

Hi TurboTax,

 

was this just awful programming on your part, or are you trying to push customers to the online version?   As a 25+ year user, this is the first time I’m seriously considering switching to a different platform.   Will this be fixed, or will the decline continue?  Thanks.

taxuser348484
Returning Member

Turbo Tax 2024 Investments display window changes

It is very confusing, I don't want to import anything.   I wanted to work with 1099-INT and 1099-DIV separately.   Too many click throughs to enter the information and I am not really sure I have gotten it all entered.  

gggcubie
New Member

Turbo Tax 2024 Investments display window changes

Thank you for mentioning FORMS.  I had one of my entries nicknamed wrong last year and it wasn't grouping properly.  I was able to correct the name in FORMs.

 

Rita26
New Member

Turbo Tax 2024 Investments display window changes

Yes, I am totally shocked by the user interface change!  It is no longer viable as a tool to enter and review Income information from any type of 1099, unless you only have one to enter!!  What were they thinking????  Obviously NOT thinking!!!  Well, anyway, this is a deal breaker for me, and I will seek other tools immediately.  Perhaps that could go back to 'classic mode' or something?   Probably too late for 2024.   Even though I have already paid for the downloaded version, it would be worth it for me to not have to deal with this ridiculously designed new user interface!   There was a clean and easy to view summary of income and capital gains with a summary total at the end.   So, why did they change it??????

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