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Level 2
February 6, 2022
Question

Wizard is broken when deleting an Institution Name

  • February 6, 2022
  • 1 reply
  • 1 view

There is a bug when deleting an Institution Name, it breaks the return as the Wizard continues to prompt to ask if account number needs to be changed.


Navigate to Federal Taxes
Wages amp; Income
Investment Income
Stocks, Mutual Funds, Bonds, Other
click Update
enter (two) Institution Name's but without Account Numbers
navigate back to the Here's all the investment accounts we have so far page
click the Delete button on one of the investment accounts
click Edit button on the only one Institution Name
enter the Account Number then click Continue
the screen is asking to Confirm Account number on the deleted account, click Continue button

Actual results:
The system is stuck at Confirm your financial institution info
because it is asking to confirm the Account Number on the deleted Institution Name
clicking on the Continue button does not advance to the next screen.

Saving the return, then restarting TurboTax does not work.
Checking the I need to change the name or account number, entering the name and number then clicking Continue will refresh the page with blank information, does not help, still broken.

    1 reply

    Level 12
    February 7, 2022

    Have you tried clearing your cache and refreshing? This may help. Assistance with doing so has been provided by clicking here.

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    Level 2
    February 9, 2022

    This site asked which version I was using, thus the reason why I didn't specify that I was using the download and install version. Please make a big button so everybody can clearly see that people using the browser or the installed version.

    AkinaLO
    Level 15
    February 9, 2022

    You can have customer support assist you over the phone by following the instructions below.

    What is the TurboTax phone number? - Intuit    

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"