Question
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.
