When entering INT or DIV income, TT is showing me payers from last year. But when I click on each one, TT is making me enter each payer over again as a new payer. Why?

[cynthia_latta]

Live Chat said I have to re-enter all payers. So now my list will show all payers TWICE. That can't be right

[MonikaK1]

At the summary screen for Income, TurboTax displays information about the sources of income you had last year. This is meant to help users remember to enter the same item again this year, or to tell TurboTax that they don't have this income source again this year.

You should not enter the actual income items twice. If you did, delete the duplicate entry. It's possible that the Live Chat AI may not have understood your question.

[cynthia_latta]

How do I NOT enter the same payer twice?  Starting this year, when I click on payers in my displayed list of payers, then click on "type in myself"  TT takes me to a blank screen where I enter the payer name (which I had just clicked on), TT asks me who this interest is for (which it already knew in previous years with TT), and the amount for Box 1.   I hit enter, then get an error for having a duplicate payer.   Seriously?  For the past 15+ years, I simply clicked on each payer, TT brought me to a screen FOR THAT PAYER where I entered the INT or DIV amount.  Now I have to click on each payer, RE-ENTER the payer info, enter the INT amount, then respond to their error of having a duplicate payer.   And when I respond to the error and delete one of the "duplicates" -- TT doesn't actually delete the duplicate!  Clearly TT made some type of software update and didn't test it.  I can't get past this section because I'm re-entering all payers and now have a list of 40 payers, half of which are empty.   Can you roll back the software updates on my account?  If not, the effort I spend on this will be exactly the same as starting over with a competitor's software product.

[DaveF1006]

No, once the updates have been implemented, there are no rollbacks. My suggestion is instead of entering separate entries for the same payer, combine the entries for the same payer.  As long the totals match each individual 1099 entries, the IRS is fine with that.

Be sure though, to make separate entries for the 1099 INT and 1099 DIV, even though you may have the same payor for both forms.

[cynthia_latta]

@DaveF1006 and @MonikaK1 , I appreciate your replies, but nobody is understanding me.  I have 20 separate payers for 1099-INT and -DIV.  Different banks, credit unions, and individual stocks that are not held in a brokerage account.   For the past 15 years, TT shows me these payers in a list, I click on each one, then it takes me to a screen where the payer & recipient info is pre-filled, and I then enter the current year amounts.   This year, TT made a change:  the list of payers is still shown, but when I click on each one, it takes me to a blank screen where I re-enter the payer name I just clicked on, then re-enter which recipient this interest/dividend is for, then finally I enter the current year dollar amount.   After I do all this, TT tells me this is a duplicate payer -- do I want to delete one of them?  If I say Yes, it does NOT delete the duplicate.  ???  If I say No, now I have 40 payers.   I don't know how else to report that a programming change was made, wasn't tested, and now this section is 100% more time consuming, not to mention it results in a crazy-looking list of payers.   This is a clear software error that TT will not admit to.  I'm happy to provide screen shots separately ... IF it would result in a software correction.   Otherwise I've already found a competitor's software.  It's going to take me hours to re-enter all my information into different software ... but it's just too scary to use a product that has software errors.

[LindaS5247]

Yes, you will delete the blank one. I have encountered this as well, and after deleting the blank forms that were carried over from last year, I did not have any issues. 

If you are using the TurboTax Desktop program, you can:

1. Switch to Forms Mode by clicking on Forms at the top right of your TurboTax screen. 
2. Then scroll down the list of forms to find the Forms 1099 (that are blank) and delete them. 
3. To delete them you will click on the form and it will appear in the right panel of your turbotax screen.
4.  At the bottom left of the form, click on Delete Form and 
5. Then click on Yes to confirm the deletion.

If you are using TurboTax Online, you can:

1. In your left panel of your TurboTax screen click on "Tax Tools"
2. And then Click on "Tools"
3. Click on "Delete a Form"
4. Scroll through your list of Forms
5. Click the garbage can next to the form you are deleting

Click here for How Do I View and Delete Forms in TurboTax Online?

Click here for "How to Delete Forms in TurboTax Desktop.

Please return to Community if you have any additional information or questions and we would be happy to help.