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Level 2
posted Feb 7, 2025 1:52:23 PM

unable to update/keep previous year supporting detail

Home and Business Desktop 2024

I want to KEEP any supporting details from my 2023 return, and add comments as needed.

Not able to do it, either with right click or edit-add supporting details

1099-Int and 1099-div and probably more

When I click on review, it takes me to the import page (which I don't want to do), skip import gives me a 'clean' 1099 to enter.

I don't want to lose my 2023 notes!

 

0 3 1532
3 Replies
Level 15
Feb 7, 2025 2:04:32 PM

I know they changed it this year and I don't like it.   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!

 

If you transferred from last year you get to a list of all your 1099s. To enter the amount click on Review which takes you to the beginning screen to import your tax info or go to the bottom and Skip Import. Then you get the screen with 5 boxes. Pick the kind of 1099 and Continue. Then that 1099 will show up.

Level 2
Feb 7, 2025 2:21:02 PM

Did you try to enter supporting details?   It wouldn't give me the option. 

 

Level 2
Feb 7, 2025 2:33:46 PM

is there another thread addressing this issue? It's HORRIBLE!