dogman717
New Member

Get your taxes done using TurboTax

I can report the same frustrating behavior also using CD/Download product on Win 10. Good news is that I followed the workaround advice from @JAKnarr and managed to get my taxes filed. I believe everything was correct because I'm retired (only investment income, and from a single brokerage) and the bottom line pretty much matched the estimated tax calculations I had made for the year.

 

One clarification: in my experience, the hang behavior was tied not specifically to clicking a "next income" button in the guided tour method, but to accessing the investment income section after at least one 1099-B file had been imported (either by "next income section" button  or direct access). At first I thought maybe just one of my three 1099-Bs was to blame, but I tested by importing each one at a time into a fresh return, and always got the hang behavior after one had been imported and I tried to access the Investment Income section. One of the TT support folks I first talked to suggested deleting the imported files and starting over, but the attempt to delete hung me too, so I had to keep deleting the return file and starting a new one. Also, it was only the 1099-B imports that caused the problem -- I was able to import the other 1099 forms (DIV, INC, MISC) without experiencing any issues.

 

Additional strange behavior: I imported one 1099-B, then went to import a second one, and I got the following message: "We notice you had more than 3000 financial transactions to import. Turbotax wasn't designed to handle this many transactions. We apologize! Please contact us to request a refund..." I did not have more than 3000 transactions (less than 2000 in fact), and I did not get that message at initial import. 

 

Summary of what worked for me, based on @JAKnarr advice: started a new return; imported only my 1099-DIV, 1099-INC, and 1099-MISC files; did the rest of my return, using the "let me choose" approach, never accessing the Investment Income section; imported my 1009-B files (all at once); then did the review. I was afraid that the first transaction in need of attention would mess everything up, but it did not -- I was able to step through the 150 or so corrections without incident. I avoided ever going to the Investment Income section.

 

Hope Intuit manages to get this fixed soon. FWIW, one of my support encounters was with a specialist who seemed to get what was going on and said he made copious notes about my issue. The support ticket number was [social security number removed].