rickshory
New Member

Get your taxes done using TurboTax

The problem appeared to be that some of the 1099s came up with a value of $0. These were the ones that, on clicking "Review", led to the re-import endless loop, which would erase any work already done on other 1099s. The solution was to manually delete the $0 line items, without first reviewing them. This is not something a normal prudent user would expect to do. I hope this bug will be fixed in the future. The TurboTax AI should be smart enough to recognize $0 as irrelevant, and when an item has already been imported and verified. TurboTax should work seamlessly with EdwardJones, as this is one of the most widely used investment houses.