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neal-cfl9
New Member

Why does Deluxe desktop while entering investment income, a 1099-DIV, the Investments section became locked in a “Let’s finish pulling in your investment income” screen?

Hello — I’m reporting a software issue in TurboTax Deluxe (desktop/web). While entering investment income, I entered a 1099-DIV (from a MyRaceHorse investment liquidation). After that, the Investments section became locked in a “Let’s finish pulling in your investment income” screen. There was no visible option to cancel, skip, or choose manual entry. I was unable to access the 1099-B section to manually enter the sale. I attempted the following: Logged out and back in Used Search → “Jump to 1099-B” Navigated through Wages & Income multiple ways Tried to delete forms (none existed yet) The system continued to force the import workflow with no exit, effectively blocking manual entry of a valid transaction. As a result, I had to use a workaround by entering the loss as “Other reportable income (negative)” instead of reporting it correctly as a capital loss on Schedule D. This appears to be a UI/workflow bug where initiating or triggering the investment import flow prevents manual entry and provides no way to exit. Please escalate this as a product issue. It would be helpful to have: A visible “Skip import / Enter manually” option at all times A way to reset or exit the investment import workflow Thank you.
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3 Replies
DawnC
Expert Alumni

Why does Deluxe desktop while entering investment income, a 1099-DIV, the Investments section became locked in a “Let’s finish pulling in your investment income” screen?

Do you have the screen size maxed out?    There should be a SKIP IMPORT button at the bottom of the import screen.   

 

skip import.png

 

 

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neal-cfl9
New Member

Why does Deluxe desktop while entering investment income, a 1099-DIV, the Investments section became locked in a “Let’s finish pulling in your investment income” screen?

No, the button was not there and screen was maxed in size on desktop. Only Continue button and back was available. No skip import button shown.

DawnC
Expert Alumni

Why does Deluxe desktop while entering investment income, a 1099-DIV, the Investments section became locked in a “Let’s finish pulling in your investment income” screen?

Do you see the Skip Import button now?   I have never imported a 1099-DIV, but have entered plenty of them manually.   Make sure your software is updated - You should definitely see the Skip Import button on the Partner import page.      Where do I enter my 1099-DIV in TurboTax?

 

Since you are using the desktop software, you can click on Forms and add the 1099-DIV from there.   

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