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CGF-DFP
New Member

Add Investment

Someone already reported (about two weeks ago) that Add Investment brings up a blank screen.  The posted fix does not work...or is not an option since when I load turbo tax I need to be in amend my return and there is no left menu option there.  Turbo tax also doesn't recognize my return unless I click on the saved return file.  So the amounts that show up as refund or owed are $0 until I click the file.  Then after I select amend my return numbers sometimes go back to $0 and sometimes they show correctly.

 

The amend procedure is pulling the investments but won't let me add another.  Please do not suggest using the import option since (1) I never get that option and (2) if I did I still wouldn't use it.

 

I'm on desktop version

 

 

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1 Reply
DawnC
Employee Tax Expert

Add Investment

You should click on Skip Import if the import screen pops up.    You can click on Start or Update next to the Stocks, Cryptocurrency, Mutual Funds, Bonds, Other category.    Answer YES when asked if you have investment sales, then Skip Import.  

 

You should land of the Investment Type page where you choose the type of investment.   Choose the type, scroll down and click Continue.  

 

If you already have investments, click on Add investments to be taken back to the import page, that you can skip.   You can click on Review next to any transaction to edit that transaction.  

 

The amended return should start out at $0 and only reflects the changes from your originally filed tax return.  

 

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