Bring back manual entry for 1099 Div, 1099 Int

Forum|Forum|1 year ago
February 3, 2025
3 replies
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What happened to the old way of entering 1099-DIV, 1099-INT, and so on

I have TT Deluxe Fed + E file & State. I want to start entering dividends. I clicked on Update on the dividends line but instead of getting a list of the institutions like in previous years I get a jumbled list of dividends, interest, and whatever else and TT wants to import each item. If I say skip import , nothing happens. I want to enter my items manually like I have done in previous years. I hate this interface. Why did Intuit change Turbo Tax interface without doing proper testing and regression testing? Make it go away. I want to enter manually with as few screen clicks as possible.

To get around it, I enter the forms mode, add information to the form and save the form. Then that form can be brought up the old way.

Please fix this bug. It is ridiculous.

I don't like those new desktop screens either. I even went to the Manage Import Options screen and placed a checkmark for each type of 1099 to not be asked to import. Well, even after I did that, it ignores it. I still get asked to import on each 1099-DIV/INT, etc., but I skip it each time since I want to enter manually.

Fix this bug!!! It is not an improvement!

JohnB5677

You can follow these steps on the Desktop Software.

To edit or update a 1099-INT or 1099 DIV, follow these steps

Select Wages & Income
I'll choose what I work on
Scroll and select Interest and Dividend
Click Update
Any previously entered 1099 will appear
Click Review
Post the edit or updated information

To post a new 1099-INT or 1099-DIV

Select Wages & Income
I'll choose what I work on
Scroll and select Interest and Dividend
You may see either Start or Update
Do you have investment income in 20XX - Yes
Import options appear - Skip Import
Click on the type of 1099 that you have - Continue
Enter the new information
If you wish to Add an Investment, you will repeat these steps

I hope this will help you to navigate the program

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ckc19Author

These steps worked in all the previous years of Turbo Tax. These steps do not work in my windows desktop version of TurboTax 2024. In previous years always did it that way but it does not work this way:

Click Update
Any previously entered 1099 will appear
Click Review
Post the edit or updated information

This is not how my 2024 Turbo Tax program works. (Definitely worked this way in previous years). Even when I go through and say skip import, it does not give me the option to edit and update. It just goes to next step.

I want it to work like in the past and the way that you documented the procedure. This way no longer works. I have all the latest updates to desktop TurboTax.

JohnB5677

Please Clarify

After you click Skip Import do you get a screen with five boxes?

Can you click on the investment type and select continue?

Edited 02/04/2024 9:50 PST

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mapuche1

I agree! This sucks! I have all the tax forms but I can't fill in the information. I'm out of the country with weak wifi connection so unable to download into file. There doesn't seem to be any workaround to fill it in myself. So super frustrating! Can't fill out 1099 Div or my Int from managed sweep. I want to see with my own eyes what is being reported. CHANGE THIS!!!!

annieland

Employee

I've never used TT on Windows, but always have on desktop for Mac and I think this is just the way the software is changing. But you should still be able to add any 1099-DIV or INT you want and work on it manually, it's just the screens got way more convoluted than they used to be. I do drafts of my 1099's, and even major brokerage trades at the end of the year for 4th quarter tax planning, so it's there, just not as user-friendly as it was before.

I played around with TurboTax's online product and a lot of the screens we're seeing are reflective of its online design, but obviously others are still legacy (very legacy...). It's becoming some sort of hybrid of desktop and online, and the online design seems to be what one would expect if they're doing their taxes on their cellphones. Common sense is telling me that the target audience of tax apps has become people who do their taxes on their phones, not us relics who type in, or at least CHECK our forms, and save a copy of their tax returns on their hard drives (amongst other places).

sdp73

Annieland: Many thanks for your response, but I don't believe that the device on which TTX is used has anything to do with this issue. In fact, if a user on a phone does not employ the 1099-x import function, it's actually easier to enter 1099-x data using the "old" method because almost everything needed for the 1099 is already there.

Also, I never said (nor did I imply), that I cannot enter my 1099-x data for 2024. What I said was that I must create a new entry for 1099-x sources from whom I've received 1099s in the past.

Let's look at it another way. Under the "old" process, the first time the user entered a 1099-x for the ABC Company, TTX effectively created a database record. Each year the user added info from the ABC Company's 1099-x to this record as a new "year" field. This method provided a historical record, was easy to maintain and was very efficient.

The "new" method effectively requires the TTX user to create a new record for the ABC Company every year. After this new record is created, the user fills in the fields. By doing so, the historical info within a record is lost and, over time, the TTX user ends up with dozens of 1099-x records for the same company instead of one record with multiple year fields. This makes no sense.

It's also important to note that this new 1099-x data entry methodology only applies only to data which can be imported. All other TTX entries carried over from the previous year expect the user to enter data exactly as they did before (i.e., the 2023 info is displayed in one column and the 2024 info is added by the TTX user in the next column). So the functionality is still there, but it's been disabled for data that can be imported.

If TTX refuses to allow 1099-x data to be entered manually in the desktop version as it was prior to the 2024 tax year, then it's my opinion that TTX is sending a clear message that they've decided to abandon the user base that made them successful. What a shame!

annieland

Employee

Ok I was totally not meaning to sound like I'm troubleshooting what is obviously some import bugs going around. Sorry if it sounded that way. I've been dealing with my own desktop TT bugs aplenty this year too. I'm just making general observations based on my decades using the software that I have concerns about the direction development is going as a fair number of bugs and interface issues carry over year-to-year without much effort to improve or fix. I really rely on TurboTax Desktop software and overall I hold it in high regard and just hope it keeps getting as much developer attention as the online products.

And yes, the convenience of having pre-filled accounts is gone, yet charities remain! That's the kind of inconsistency I'm talking about and causes me worry.