Cannot Import New Investment Income When Amending 2023 Tax Using TurboTax Desktop

[keeeeenw]

Hello,

I would like to amend my 2023 tax which I e-filed using TurboTax Desktop 2023. I have followed the usual steps (Other tax situations -> Amend a return -> Wages & Income -> I'll choose what I work on -> Investment Income (Stocks, Cryptocurrency,...) -> Add more sales.

The investment type page looks normal

When I clicked "Cryptocurrency" to add more sales, I was shown a blank page instead of the usual institution selection page so I was not able to proceed with upload.

Blank page after I clicked "Cryptocurrency"

I have also tried to use the file->import feature and I was able to upload the csv file but the federal or state refund amounts were not updated. 

I was able to update the refund amount by manually enter sales entry in any existing institution. However, because I used Betterment to automatically manage crypto sales in 2023, I had 1000+ transactions and I don't want to enter it manually. 

I am using the Mac version and I will try the Windows version to see if I can re-produce the issue.

[JamesG1]

I would like to amend my 2023 tax which I e-filed using TurboTax Desktop 2023. 

Your financial institution may be making 2024 information available and not 2023 information.

I have also tried to use the file->import feature and I was able to upload the csv file but the federal or state refund amounts were not updated. 

We the .CSV also imported from your provider?  You should be able to view these entries to see what dates are recorded on these transactions.

I was able to update the refund amount by manually enter sales entry in any existing institution.

If you are able to obtain an IRS form 1099-B from your financial institution or able to have a third-part generate an IRS form 8949, the summary information may be manually entered into the software using the Sales section totals method.