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72Kaw500
New Member

No selection to opt out of importing investment income

Turbotax Home & Business-->Personal Income-->Walk me through everything-->Do these still apply (Interest, Dividends, Distributions Etc.)-->Continue-->2024 Income Summary-->Interest on 1099-INT-->Update-->Takes you to "Lets finish pulling in your investment income" screen with no option to avoid importing information from various accounts--Only option on screen is "Confirm"--I absolutely do not want to import--How do I get to the screen that allows me to enter my information manually? 

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6 Replies

No selection to opt out of importing investment income

On the import page did you scroll down? there should be a link to skip import. 

72Kaw500
New Member

No selection to opt out of importing investment income

You are correct, there should be an option to opt out of importing, but the only option at the bottom of the page is "Confirm" ?????

Thanks

ejsadler
New Member

No selection to opt out of importing investment income

I have the same issue in Turbotax Premier.

 

I do not want to import. I got to the page with only the "confirm" by saying I wanted to work on items I chose, not the walk-me-through-it route, but landed on the same one the original user did.

 

I am a little concerned no one, including TT help, hasn't provided an answer to this original question in a week. This suggests we might be dead in the water.

AmyC
Expert Alumni

No selection to opt out of importing investment income

The confirm button is for when you are done with the investments page. Don't confirm until you are done reviewing and adding investments.  If you need to add another investment, select Add investment. The next page allows you to import or skip import.

@ejsadler 

 

 

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RGMTaxes
New Member

No selection to opt out of importing investment income

I agree with the other User.  There has always been a way to 'Opt Out' of the whole Import process, instead of having to repeat the same meaningless steps in order to 'User Enter' the data.  Manually adding 1099's used to be straight forword. 

Also, I have not seen where I can enter more that just a single field of Payer's Info -> 'Received From'.  In the past, I think I have been required to enter the Payer's Address and Payer ID.  

KeshaH
Expert Alumni

No selection to opt out of importing investment income

We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. 

 

Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.

 

If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab:

 

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