topic I import my 1099s from Edward Jones, the screen shows them all, but when I click "Review" it goes back to the import step. How do I get out of this? in Get your taxes done using TurboTax

I import my 1099s from Edward Jones, the screen shows them all, but when I click "Review" it goes back to the import step. How do I get out of this?

rickshory — Mon, 29 Mar 2021 22:42:10 GMT

Re: I import my 1099s from Edward Jones, the screen shows them all, but when I click "Review" it ...

MichelleLO — Thu, 01 Apr 2021 17:24:16 GMT

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Re: I import my 1099s from Edward Jones, the screen shows them all, but when I click "Review" it ...

rickshory — Fri, 02 Apr 2021 14:34:07 GMT

The problem appeared to be that some of the 1099s came up with a value of $0. These were the ones that, on clicking "Review", led to the re-import endless loop, which would erase any work already done on other 1099s. The solution was to manually delete the $0 line items, without first reviewing them. This is not something a normal prudent user would expect to do. I hope this bug will be fixed in the future. The TurboTax AI should be smart enough to recognize $0 as irrelevant, and when an item has already been imported and verified. TurboTax should work seamlessly with EdwardJones, as this is one of the most widely used investment houses.