Bug in Review Edit/Delete function for Investment Sales (1099-B)

[AuntyI]

token 1249824

I found a bug in the 2023 TT processing of bulk-imported data.
The review/edit/delete function presents the data in blocks instead of all at once as in previous versions.
I had 432 transactions, with 5 blocks, with 100 in each except last block with 32.
If an entire block in the middle is deleted, the data below propagates upward,
but the last block is not deleted.
So in my case I had 3 blocks of 100, and 2 blocks of 32; the last 2 were identical.
"Delete" can be selected for the last block, but it doesn't actually delete.
Continue deleting blocks and you end up with the original number of blocks,
all duplicates of the original end block, and they cannot be deleted.
I did not try adding or deleting entries inside the blocks, but those actions should also be thoroughly tested.

[JotikaT2]

There are a few options you can try to help you resolve the errors and proceed with your return but it will depend upon how the information was imported as well as the information available to you on your reports.

Based upon what you are describing, it might make sense to enter the overall summary totals as described in this link.

If you decide that might be a better option, you can follow the steps here to delete the originally imported information.

Finally, you can also try to reimport the 1099-B information if that applies to your situation using these steps.

If none of these items address your question, it may be better to contact us using the steps in this link so an agent can review your return with you and provide steps to resolve the issue.

[april15Worrier]

This is stil no tfixed in the TurboTax 2024 !  As indicated by the original post.  Tons of bugs in the TT (HomeBusiness 2024.  Ask to be reviwed and we ahve to edit one at a time for all 132 stocks cost basis as it was not included .  

We should be able to edit them in teh 1099B already imported in 15 minutes but one at a time takes about two hours ! 

Please opena  ticket for the quality team to test editing the 1099B -- Some show as individual stop can be edited but the ones show as a tables can not be edited 

Adding a picture for sample image editing  1099-B capital sales ( Green individual sales work ) 

Not in tha table format  ( in RED ) 

Also after competing about 20 in the step-by-step methid the software start to show additional signs of bug and fixating no stocks and have to save TT and start again to continue :(  

to painful to complete the 1099-B 

[april15Worrier]

Here is another bug to report -- after edit few , review next to set of stocks start going to a page 

[MarilynG1]

Yes, editing multiple imported transactions can be problematic.  It's recommended to do a Summary entry for them manually.  Here's How to Enter a Summary in Lieu of Individual Transactions,  The IRS has copies of the 1099's anyway.

Feel free to share your observations/insights.

@mychoiceLiquor 

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