turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Our Community is moving to a new platform on June 8th! Read more here!!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

r_1
Level 3

Critical bug on 1099-B manual line-by-line entries: description is untitled, no way to edit/enter it, stuck in review, can't proceed

Re: TT Desktop 2025

 

Has anyone found a workaround this major, critical, roadblock bug where for 1099-B/1099-DA type of entries that are entered manually, transaction by transaction, all can be entered using the usual very clunky interface, but then when done each and every line is tagged as "needs review". But of course clicking on it and editing does not provide any way to fix it.

 

The problem appears to be that Intuit has removed the description line from user entry (perhaps because it was to be autogenerated based on asset symbol/name and share #?), yet has not put in any code to automatically generate it. That leaves TT error checking stuck, as it expects a description, which is blank for all the entries. The user is left with no way to enter a description, no matter how they try.

 

As usual, Intuit has used some cut rate (likely AI) "developers" and hasn't done any QA on the product before rolling it out.

 

Has anyone found a workaround here? Or is there any way to reach a human being at Intuit and force them to stop stalling and instead acknowledge and fix this major, roadblock issue?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

5 Replies
r_1
Level 3

Critical bug on 1099-B manual line-by-line entries: description is untitled, no way to edit/enter it, stuck in review, can't proceed

Obviously all the info is entered, and entered correctly. (Type, # of units, name, date acquired, date sold, proceeds, cost - each and every field is filled, and filled correctly and completely with no errors. There is literally nothing left blank or with any errors.)

AnnetteB6
Expert Alumni

Critical bug on 1099-B manual line-by-line entries: description is untitled, no way to edit/enter it, stuck in review, can't proceed

Please let us know if you are still having the experience you described when you entered your investment sales.  So far, I have been unable to recreate it.  

 

If it has not been resolved, consider sharing a diagnostic copy of your tax return so someone can take a closer look and submit this experience for further review if necessary.  Having a diagnostic tax file is the first step to get it resolved.

 

The diagnostic file will not contain personally identifiable information, only numbers related to your tax forms.  

 

If you would like to provide us with the diagnostic file, follow the instructions below and post the token number along with which version of TurboTax you are using and what states you are filing in a follow-up thread.

 

Use these steps if you are using TurboTax Online:

 

  • Sign in to your account and be sure you are in your tax return.
  • Select Tax Tools in the menu to the left.
  • Select Tools.
  • Select Share my file with agent.
  • A pop-up message will appear, select OK to send the sanitized diagnostic copy to us.
  • Post the token number here. 

 

If you are using a CD/downloaded version of TurboTax, use these steps:

 

  • Select Online at the top of the screen.
  • Select Send Tax File to Agent.
  • Click OK.
  • Post the token number here.

 

@r_1 

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

Critical bug on 1099-B manual line-by-line entries: description is untitled, no way to edit/enter it, stuck in review, can't proceed

Here should be two screen images of the this 1099-DA form entry trouble.

Only other form entry trouble is on / about entering data from my printed financial institutions; 1099-DA box 12a and 12b.., Not seeing T.T. entry space for box 12.

Thank you for your time.

Jim.TurboTax for 2025 - Screenshot 2026-03-16 - One of Two.jpgTurboTax for 2025 - Screenshot 2026-03-16 - Two of Two.jpg

JamesG1
Expert Alumni

Critical bug on 1099-B manual line-by-line entries: description is untitled, no way to edit/enter it, stuck in review, can't proceed

Some TurboTax customers may see the Capital Asset Sales showing incomplete when all fields are completed.

 

The Capital Asset Sales Worksheet is related to your issues with the 1099-DA.  

 

You may receive progress updates by signing up here.

 

@nobody-22 

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

Critical bug on 1099-B manual line-by-line entries: description is untitled, no way to edit/enter it, stuck in review, can't proceed

Hello:

    Have "Needs Review" warnings cleared at this time.  When I submit my return, I may learn more.  

 

    I worked with the forms directly, saw what was not complete or incorrect. Made changes on the form. 

 

   The step by step was flagging my entries, indicating missing or incorrect info., that was / is a good thing.

 

    Thank You for all your efforts.

             Bye for now, 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question