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Question

Turbo Tax 2024 Investments display window changes

Forum|Forum|1 year ago
January 30, 2025
28 replies
0 views

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.

JohnB5677

TurboTax Premier is a desktop product.

If I select Wages & Income a menu appears

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

Do you see something different?

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

mskipatrolAuthor

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.

montana212

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

baldietax

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.

Dpolicf

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

wendyji

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

vautour49

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.

montana212

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.

1949gal

Online sucks, top, this year, only in different ways

taxuser348484

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.

sallyawalk

You are right, it is absolutely awful. I can't imagine who they beta tested this with. Certainly not experienced TT desktop users. I'm thrashing around trying to figure out how to get my 1099-Bs in.

For TT, in case you want the use case: I have ONE tax document from my largest investment company. They sent me a 1099-DIV, 1099-INT, and 1099-Bs. I want to put all those in this morning into TT. I want to just select the type of tax form and get right into entering it. Stop asking me to "put in the rest of my investment income" before I can put in the 1099-Bs. It's extremely inefficient and annoying. Yes, I have other 1099-INTs and other income to enter. But "choose what you work on" means CHOOSE WHAT YOU WORK ON. Not this schlock.

VolvoGirl

Employee

What I found in my Windows Home & Business program........

For 2024 Desktop. I don't like how to enter Interest, Dividends, Sales etc. 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!

You can switch to Forms Mode and enter them directly into Schedule B using the Interest Income Smart Worksheet. But then they won't show up in the Step-by-Step list.

Oh, and at least in my H&B program, you can't enter any bank info like EIN. The payer TIN and address isn't a required field for filing, so you don't need to enter that information. There is nowhere to enter that information in the Step-By-Step section of TurboTax. However, if you do prefer to include it you can do so by going to Forms and navigating to the 1099-INT.

So go to the bottom and click on +Add Investments
Then to Import enter the bank or financial institution in the search box
Then double click on the item below

OR to manually enter, don't enter the bank name and click Skip Import at the bottom

THEN....should be a screen with 5 boxes, Interest, Dividends, Stocks, Bonds, Mutual Funds, Cryptocurrency and Other.

TRANSFERRED FROM 2023

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 back 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.

morgenhj

Employee

Way too many work-arounds for people that just wants to use TurboTax to "guide" them through filing their taxes. Once upon a time TurboTax took the first part of their name seriously. (just sayin')

plomp3455

I was shocked at how awful this is. I have fifteen separate entries on this page. Once a topic is named, you cannot rename it without deleting it and starting over. The page is sorted alphabetically, So everything has be named alphabetically -- or you really have a mess. You cannot look at the page and tell what you have entered without clicking something. The only way to find out for sure what's in there is to go to the forms and look at each individual 1099. There is way too much scrolling up and down, and way too much free (blank) space. Whoever designed it must have only had one entry to make. Absolutely confusing as hell, and this is from a very experienced tax preparer. This one thing has changed what was a decent program into something that really sucks.

workoutpal

I have used Turbo Tax for like 20 years, and this will be the last. Turbo Tax 2024 is a terrible product!

morgenhj

Employee

I completely agree with the vast majority of the users here. This "improvement" is HORRIBLE! Go back to the previous version. Making things "cute" doesn't make it better. Even the suggestion on this thread to go to the "Forms" is not easy to find exactly what you need to fix and correct if you have a large number of interest, dividends to enter. Also, the Payer Name and Account fields are not properly displayed on the capital gains section (which uses the older entry format) so it doesn't break out the multiple accounts clearly for tracking purposes. This MUST be fixed for the 2025 version or I'll probably have to try another company's product after that. Too bad, because I've been touting TurboTax for 2 decades now.

zzzdmc

Oh boy, does this new interface suck. Why combine the 1099-Ints and 1099-Divs info one ungainly list? Why display the huge, useless boxes for each record. Why take away the nice, succinct and easy to use "I'll pick want I want to work on" workflow? I give this UI "refresh" 1 stars, or zero stars if that's possible. After years of trying I think TT may have just pushed me over the edge to transition to something (anything) different.

Please TurboTax: at least give us a way to turn this hellish experience OFF.

Anu2024

I hope someone at Intuit is watching this thread and is going to help push for the right UI behavior as before.

Maybe it is a way for Turbo Tax to demotivate people from doing their own taxes and direct them to Turbo Tax Experts from Intuit to do it at an additional cost. A very sneaky way of trying to increase revenues.

EllisDaw

I fully agree with you - I have a lot of 1099s as well and this redesign makes the process slow, tedious and cumbersome. I think I could have done my taxes faster by hand this time due to this awful Interface redesign. I can't believe the simple design of prior years has been wrecked like this...

ca0522

Totally Agree. They should provide a setting where you can select “list” to keep it the way it was

plomp3455

It's incredibly frustrating that you specifically payed for a desktop version, and you get something that looks like it was (badly) designed for an iPhone. And only in one section -- the most important one....you know, the one you spend the most time in.