Turbo Tax 2024 Investments display window changes

I agree.  This new interface blows big chunks!   I've been using TT since early 1990's.  The new interface for 1099-div and 1099-int etc is horrible.  Big huge bubbles in a long page list that asks me to import every single time.  Super inefficient to read.  Super inefficient to keep track at a glance (table format better).  Super inefficient to step through import yes/no and add investment every time.  Please revert back to the previous.  Much more efficient to see the older table format at a glance.  Now I need to go make a seperate spreadsheet to keep track of this especially for form 1099-consolidated input.  I do not want to be forced to import if I do not want to especially with situation for multiple financial institutions with multiple types of accounts (checking, saving, brokerage, IRA, 401k, 529, kids accounts, etc...).  Very, very, very frustrating and inefficient!

I don't know who tested the new layout before rolling it out but it adds alot of time to the input.  It adds an additional 4 clicks and 2 scrollings just to enter one interest amount.  Very poor design.

Turbo tax UI sucks more than ever,, 

I agree with the comments. Why did Intuit do this? Makes no sense. These changes are Inefficient. Confusing. Just plain horrible.

I agree with the above comments about how "Horrible", "Terrible", "Awful" this interface is.  Totally impractical, inefficient. ridiculous.  I hate it!  I've been screaming at the computer and anyone who was around how frustrating this experience has been. The I found this post -- so I'm clearly not alone.

TURBO TAX Management -- Did anyone test this awful upgrade from the perspective of people who have investments at multiple institutions with multiple income types (e.g. 1099-INT, 1099-DIV, 1099-B).  How about from the perspective of the many users that never want to import? 

Over the years, I've recommended Turbo Tax to family and friends.  Now they are calling me with confused questions and complaints about this section.  I can't believe how much time I have wasted with this awful interface:

 - I used to be able to turn off the Imports question after a couple of "Skip this".  No longer.

 - I used to be able to work first on Interest, then Dividends, then 1099B's.  Now it is alphabetic.  i can see possible logic for working by institution instead of by income type, but your interface is a Total Fail from that perspective -- the worst of both worlds:

 1. The alphabetic list is inconsistent with the order of the step-by-step interface in I'll choose my own.  And when I use that step-by-step and choose an entry (either Inv, Div, or 1099-B, I still end up this same awful interface. 
 
2. If you are going to do things by Institution, start with a list of institutions, and then drill-down to the income types within that institutions.  Your list has one entry per institution/income type, making it ridiculously long.  Worse:
   -  The huge space for-and-between each Institution/income entry makes the list go on for pages and pages
   -  You always return to the top of the list -- you never remember where I was
   -   When I click on a particular Institution/Income type, you don't allow me to select multiple income types (e.g. Int, Div, 1099-B transactions), nor do you display the types I've previously entered -- NOTHING to help me keep track what I've done, or walk me through income types I still need to do.  You don't even ask me "do I have anything else for this institution?". 
   - You don't display the institution name. 
    - In the list, you sort the 1099-B first -- the opposite of your income step-by-step.

At the bottom, in small text, you have "Add a new Institution?".  However, since the list is Institution/Income Type, it should at least say "Add a New Institution/Income Type".  It makes no logical sense.

Like others, this interface is so bad that unless I get some assurances that Turbo Tax both recognizes how bad this is and promises to fix it -- I'm done. 

TURBO TAX MANAGEMENT:  Please directly communicate to everyone that has posted here that you both understand how bad this is, and, when you have implemented a fix (either this year or before next year).

That lumping happened with more than one thing in logic, as well. Pensions and IRAs both get asked about required minimum distributions, for instance.

I managed to enter my 1099s despite the new, frustrating UI. After taking a few days' break, I usually go through my taxes a second time to check for typos before submitting them.

When I returned to the 1099 section in TurboTax, I noticed that clicking the arrow allowed me to view the details for each 1099, which was somewhat handy. However, what wasn’t handy was that every time I expanded a 1099 entry, the page would jump back to the top of the list, forcing me to scroll back down repeatedly to review my entries.

Hopefully someone from Intuit sees this thread and doesn't make any more "improvements" to TTax!

Completely agree with the dozens of negative comments about the new UI in TT 2024.  After using TT for over 20 years, we are giving up and will find a CPA. Unbelievably bad interface, very poor management decision to go live with this version. Extremely disappointed as we prefer doing our own taxes, but given how complicated our returns are, with the new TT UI we can't be certain we've captured everything properly. Too risky, not to mention annoying, to attempt it. Good-bye TurboTax. Too bad you screwed your customers. 

It's pretty horrible.  The more I use it, the worse it gets.  Today I needed to import stock transactions.  Since it was a managed account, they generated over 200 entries so no way was I going to type it all in by hand, so I imported it from fidelity.

First off, I have a half dozen accounts with fidelity.  They ALL came across with the same name, no account number in the title.  I had to distinguish them by looking at the amounts and figuring out what came from where.

Second, my 1099-B had about a hundred short-term, a hundred long-term, and a handful of uncovered that I knew I would need to update manually.  Instead of any reasonable categorization or grouping, Turbotax presented all 200+ transactions in one large table (actually 3 large tables, each with 100, in groups of 25).  ALL of them in one table.  Sorted by DATE.  So if I had multiple transaction with a single stock, I would have to find them all separately.  Short mixed in with Long mixed in with everything else.  And NO WAY TO SORT.  To find the transactions I needed to update, I had to open each table, scan it, and then move onto the next table.

I've been using TT for 20+ years.  If I didn't get this year's version for free, I would be looking elsewhere.

horrible and when i chatted with an expert she was horrible.  me: did you change your platform from 2024?  expert:  no   me:  i am no longer being walked through last year's categories and asked to import from last year.  i was asked to upload a 1099 r income.  expert:  i can help.  let me transfer you to an accountant.  me: NOOOO

boom, the screen changed to a enter your credit card info and a $5 charge for ?????  charging for chat with an accountant b/c your platform changed from last year and the "expert" didn't even know?  I am definitely switching platforms to a free government platform if i am going to have to reenter all of the info on the forms.  Hate the new platform.  i am not going to pay for it.  better to start anew on a free tax prep.  i already know what info to enter.  or ill enter everything for practice and then not pay to file.  and to think i spent 3 hours clearing data and reentering everything thinking it was me not the software.  it doesn't matter if it is online or desktop.  the platform has changed and it is not user friendly.  maybe they want to channel everyone into expert help??? make more money ???