I just started TurboTax for 2024 today. I've been a user for years, and it all looked pretty normal, corresponding well to my notes/screenshots from last year (I always create a TurboTax narrative documenting each year's process). When I got to the Interest and Dividends section, I was gobsmacked: the user interface is completely different, and entering the data is a nightmare.
1. Is there a way to revert to the old "list of accounts with blue edit button" from prior years?
2. Is there a way to get a list that summarizes, say, interest income, by account for this year and the previous year? All I can find is the aggregate "interest in 2023, 2024" on the step-by-step index but when I hit "needs review" I get the new UI with the Fisher-Price boxes for each investment, not a summary table as before.
In addition, I have two brokerage accounts at Vanguard -- and so in the past in TTax I have them labeled with account number: "VG Brokerage *1234" and "VG Brokerage *4567" to differentiate their data, but TurboTax has blown that away and is lumping them together under "Vanguard Marketing Corporation" -- and I can't edit the name of the investment account.
I would bite the bullet and input the VG information by hand rather than importing it but I have international mutual funds and don't want to nerf the foreign tax credit calculation, which has always been a pain...
ARRRRRGH!
1. Is there a way to revert to the old "list of accounts with blue edit button" from prior years?
2. Is there a way to get a list that summarizes, say, interest income, by account for this year and the previous year? All I can find is the aggregate "interest in 2023, 2024" on the step-by-step index but when I hit "needs review" I get the new UI with the Fisher-Price boxes for each investment, not a summary table as before.
In addition, I have two brokerage accounts at Vanguard -- and so in the past in TTax I have them labeled with account number: "VG Brokerage *1234" and "VG Brokerage *4567" to differentiate their data, but TurboTax has blown that away and is lumping them together under "Vanguard Marketing Corporation" -- and I can't edit the name of the investment account.
I would bite the bullet and input the VG information by hand rather than importing it but I have international mutual funds and don't want to nerf the foreign tax credit calculation, which has always been a pain...
ARRRRRGH!