TurboTax 2024 Bug: "Untitled" Dividend & Interest Entries Affect Tax Calculation Issue

[davidlui7500]

TurboTax 2024 Bug: "Untitled" Dividend & Interest Entries Affect Tax Calculation Issue:

In TurboTax 2024, deleting a carried-over 1099-DIV/1099-INT entry from 2023 does not fully remove the associated amounts. Instead:

• The payer name changes to "Untitled",
• The dividend/interest amounts remain and are still included in Schedule B and tax computations,
• The "Untitled" entries do not appear in the list of interest & dividend payers, making them hard to detect.

Steps to Reproduce:

1. Import the prior-year tax return (2023) into TurboTax 2024.
2. Import the 1099-DIV and 1099-INT forms from a brokerage.
3. Notice that some payers have changed names in the new 2024 forms.
4. Delete the old (2023) payers manually.
5. Check the list of dividend & interest payers → The deleted entries are gone (as expected).
6. However, in Schedule B and tax calculations, the amounts from deleted payers remain under "Untitled."
7. The only way to remove these amounts is to manually rename each "Untitled" entry, make them visible, and then delete them.

Expected Behavior:

• When a 1099-DIV/1099-INT payer is deleted, its amounts should also be removed from calculations.
• If TurboTax retains these amounts, the user should be notified instead of silently keeping them under “Untitled.”
• All carried-over payers (even deleted ones) should appear in the payer list until fully removed.

Impact:

• Users who delete old 1099-DIV/1099-INT payers may unknowingly overstate their dividend/interest income.
• Tax calculations could be incorrect without the user realizing.
• Manual intervention (renaming & deleting) is required to correct the issue.

Recommendation:

• Fix the deletion process: When deleting an old 1099-DIV/1099-INT payer, ensure the associated amounts are also removed from Schedule B.
• Show a warning: If TurboTax retains a dividend/interest amount from a deleted entry, notify the user and allow them to review it.
• Ensure visibility: All carried-over 1099-DIV/1099-INT entries should be visible in the payer list, even if they were auto-renamed as "Untitled."