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February 9, 2025
Question

investments

  • February 9, 2025
  • 1 reply
  • 0 views

after importing data from mutual fund companies the only thing entered is the total for all funds. boxes for each fund are not filled. this is a huge change from past years. do i have to manually enter data for each fund and then the totals will be wrong ie values will be entered twice. what is going on.

    1 reply

    February 9, 2025

    TurboTax can only import what is made available for import.  You should report each individual fund as a separate 1099-DIV.  You will need to delete the imported summary that you imported.  

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