Add/Edit Investments and Savings

Forum|Forum|1 year ago
January 25, 2025
2 replies
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When I started my return for this year, I had TT bring in the forms from last year - 1099-INT, 1099-DIV, and 1099-R. When I select the Add/Edit button on the IRA, 401(k), Pension Plan Withdrawals (1099-R) section, it brings up the list of forms to edit, as expected. When I do the same for Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) I don't see the forms from last year - Only Add or Delete options. How can I get to last years forms?

TurboTax Premier Online

VolvoGirl

Employee

Are you using the Online version or the Desktop program? For Desktop try clicking on Add and see if that gets you to the list.

I know the Desktop program has changed. To start, at the bottom of the screen to type in your bank to import there is a little blue button to Skip Import. Then if you get the list of Interest and Dividends there is a pencil icon on the right by each one to edit it. And now they list ALL your interest, dividends and investments mixed on 1 list.

And one user said, I notice some icons in that 1099-INT/DIV/B section of the desktop product appear or not, according to whether I'm signed-in to the desktop product and have an active Internet connection.

JLP1976Author

I'm using the Online version. If I select the Add options is takes me to a clean form the fill out. This seems to be a glitch, because the 1099-R section works as expected.

JLP1976Author

Now I know something is wrong. When I went through the federal review, all of last years forms were there. They were all blank, as I expected and needed to be reviewed. I could not get to these on the Your income and expenses page. There is something wrong with the Add/Edit link.