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Level 1
posted Mar 12, 2020 10:07:52 AM

There is a glitch when reviewing my Form 1099-B on federal taxes. For some reason, in the "check this entry" it is not letting me check and file. How can I do this?

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9 Replies
Expert Alumni
Mar 12, 2020 10:43:59 AM

There are a couple of things that you can try to get past this snag,

  • Try closing TurboTax,
  • Compete a  disk cleanup,
  • Restart your computer.  

If this doesn't work try this:

  • If you've enabled pop-up blocking in your web browser, please turn it off and try again.
  • If it's still not working, try again using a different web browser. (For example, if you're using Chrome, try using Explorer or Safari instead.)
  • If those suggestions didn't help, try going back to your first browser and delete cookies.

If you have no luck, please contact us.

 

The best and most efficient way for you to connect with the right person to get the help you need is to select the version you are using below.

 

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I hope this helps!

Level 1
Mar 16, 2020 6:56:49 AM

Thank you. However, none of the options you suggested have solved the problem. I've been on two separate phone calls with TurboTax support lasting over 2 hours. They were unable to fix the issue and have determined that it must be a glitch with the online TurboTax software. We verified that all of the items on the 1099-B were entered correctly and that they matched on the printed return compared with the 1099-B form. Their final suggestion was to wait a few more days and see if it works at a later time.

Expert Alumni
Mar 17, 2020 9:48:28 AM

I recommend opening your program in an incognito Chrome browser from a different device. 

 

Additional troubleshooting options:

  • On the check this entry screen, if there are any white boxes, and therefore not grayed out, try answering them, especially if they are simple check boxes.
  • If Form 1099-B was imported, you may want to re-do the import using these steps: How do I import my 1099?
  • If you have any cryptocurrency, it should be entered in a separate location in TurboTax Online. Click here for directions: Reporting Cryptocurrency 

New Member
Mar 4, 2021 1:57:33 PM

I have been told by two chat support experts that this is a known glitch. I am at a standstill until Turbotax fixes this issue.

New Member
Mar 7, 2021 9:20:26 PM

They were unable to fix the issue. It is hanging the page yet. I tried another browser, I use the mobile app, and also I restart settings and configuration but not of this options works. please could you verify about this. I have been trying for about one week. 

Intuit Alumni
Mar 8, 2021 3:49:50 PM

To help get you connected to the right person for assistance, please click the link below. 

 

What is the TurboTax phone number?

Level 1
Mar 17, 2021 4:07:16 PM

I'm having this issue as well. None of the suggested options work. Been on the phone and trying workarounds for over 10 hours total at this point. 

 

My 1099-B is from TD Ameritrade. It looks like I'll have to use another service. 

Expert Alumni
Mar 17, 2021 6:55:35 PM

If import does not go smooth, I will suggest to manually enter info.  If there are too many transactions, try to sum up between long term and short term.  Here are the steps:

 

In TurboTax online,

  • Sign into your account, select Pick up where you left off
  • At the right upper corner, in the search box, type in 1099b and Enter 
  • Select Jump to 1099b
  • Follow prompts
  • On-screen, "Let's import your tax info, select I'll type it myself
  • Follow prompts to continue

 

A Form 1099-B is issued to report the proceeds from your stocks and bonds transactions.  The transactions will generate either a long term or short term capital gain or loss depends on how long the stocks are being held.  The amount will be reported on line 7 of your Form 1040 along with a Schedule D and Form 8949.  

Level 2
Feb 21, 2024 6:26:06 AM

This appears to be an ongoing known issue spanning several years.

 

There should be no reason for this to continually occur at this point 4 years later.

 

1099-B cannot be manually entered.  Whenever anyone attempts to do so they get the "hit a snag" message.  Imports appear to be working however, if you used a broker that does not support imports, then you are S.O.O.L.