Dear TT Experts,
I imported a bunch of tax forms into the 2024 TT Premier program. Then I tried to start manually entering those tax forms that cannot be imported. I do this every year.
This year, for tax year 2924, when I choose to "Update" ANY of the Interest and Dividend item or Investment Income item, I get the blue colored "Let’s finish pulling in your investment income" message with a long screen of items to review with names of mostly already imported institutions and a few names of institutions that do not support Imports.
What am I doing wrong? Why the screens and what to do to proceed?
Thank yo so much!
This has NEVER happened in past years.
I was just about to post something about this new screen. Maybe it's an new workflow, I am not use to? or it's really mess up? When I click on 1099 i it open the screen "Let's finish pulling in ..." which list all 1099. I click on 1099B I see the exact same list. WHY?
Also the import function is a little strange... I haven't figure out if it's Charles Schwab issue or TT. I was thinking may there is bug , but I have the latest version, see screenshoot... I try to type version number but was remove website think I post phone number 😂. I also have Premier.
basically I think I'll remove all the previous 1099s and retype them!!! this is crazy!
Also when I select one of the 1099-DIV for review on this new screen. If I skip import, I am present "