topic TurboTax 2021 Stuck in a loop at investment income in Get your taxes done using TurboTax

TurboTax 2021 Stuck in a loop at investment income

PaulyP — Mon, 09 Mar 2026 04:14:39 GMT

I answer no / none to all these investment income questions, but TT2021 keeps returning me to the first!

Did you sell any investments in 2021? (No)
Did you have investment losses you couldn't claim in 2020? (No)
Did you receive a Form 2439 for 2021? (No)
Any Straddles or Section 1256 Contracts? (No)
Incentive Stock Options (No)
Back to #1

Just updated to Version [phone number removed]

Re: TurboTax 2021 Stuck in a loop at investment income

DaveF1006 — Tue, 01 Feb 2022 04:48:25 GMT

It depends. For clarification purposes, if you didn't have investment sales, why did begin working on this section?

Re: TurboTax 2021 Stuck in a loop at investment income

PaulyP — Tue, 01 Feb 2022 05:14:15 GMT

Because I specified to walk me through everything.

Regardless of whether I have investments or not, no program should get a user stuck in a loop!

That said, there's no clear-cut way to simply submit a bug.

No offense intended here, but I'm stuck having a conversation with an expert user rather than reporting a pretty significant bug?

Re: TurboTax 2021 Stuck in a loop at investment income

JamesG1 — Tue, 01 Feb 2022 13:03:06 GMT

Are you able to click on Wages & Income, Deductions & Credits, Other Tax Situations or Federal Review across the top of the screen and leave the loop?

Re: TurboTax 2021 Stuck in a loop at investment income

PaulyP — Tue, 01 Feb 2022 20:01:01 GMT

Yep, but the point is stepping through everything ends up in a loop.

Re: TurboTax 2021 Stuck in a loop at investment income

MoniqueLO_ — Wed, 02 Feb 2022 01:59:57 GMT

Please contact TurboTax Customer Support so an agent can see what is happening and assist you.

@PaulyP

Re: TurboTax 2021 Stuck in a loop at investment income

capa4844 — Thu, 03 Feb 2022 00:50:43 GMT

I am having the same issue where TurboTax is taking me around in a loop.

I to answer no to all questions and the loop starts over.

When will the bug patch come out?

Re: TurboTax 2021 Stuck in a loop at investment income

DoninGA — Thu, 03 Feb 2022 00:53:00 GMT

@capa4844 wrote:

I am having the same issue where TurboTax is taking me around in a loop.

I to answer no to all questions and the loop starts over.

When will the bug patch come out?

See this TurboTax support FAQ for this bug and sign up for updates - https://ttlc.intuit.com/community/income/help/why-am-i-stuck-in-a-loop-in-the-investment-income-section-when-i-choose-walk-me-through-everything/00/2432685

Re: TurboTax 2021 Stuck in a loop at investment income

rcp-3-rcp — Fri, 04 Feb 2022 07:31:27 GMT

mine is stuck in same loop what to do?

Re: TurboTax 2021 Stuck in a loop at investment income

RRTAXGUY — Fri, 04 Feb 2022 22:05:05 GMT

I am having this same problem too, is there a fix to this? Is intuit aware and looking into the issue at least?

Re: TurboTax 2021 Stuck in a loop at investment income

DoninGA — Fri, 04 Feb 2022 22:25:53 GMT

@RRTAXGUY wrote:

I am having this same problem too, is there a fix to this? Is intuit aware and looking into the issue at least?

Didn't you see my answer above on this thread with a TurboTax support FAQ link for this problem?

Re: TurboTax 2021 Stuck in a loop at investment income

RRTAXGUY — Fri, 04 Feb 2022 22:42:59 GMT

Yes, I see your link to the problem which is still a problem with no solution, is there an ETA on the fix or I'm just sitting twiddling my thumbs until the fix is released? I am needing to get my taxes done early for specific reasons. Can you provide a link or instructions on how to get a refund? So I can go with software that actually works if there's no ETA?

Re: TurboTax 2021 Stuck in a loop at investment income

DoninGA — Fri, 04 Feb 2022 23:09:20 GMT

@RRTAXGUY wrote:

Yes, I see your link to the problem which is still a problem with no solution, is there an ETA on the fix or I'm just sitting twiddling my thumbs until the fix is released? I am needing to get my taxes done early for specific reasons. Can you provide a link or instructions on how to get a refund? So I can go with software that actually works if there's no ETA?

Use this phone number and select TurboTax - 1-800-4-INTUIT (1-800-446-8848) use the key word Billing Issue when reporting your problem and do not use the word Refund.

Re: TurboTax 2021 Stuck in a loop at investment income

PaulyP — Fri, 04 Feb 2022 23:34:21 GMT

The solution is to go to steps and bypass "Walk me through everything" in the Investments section.

Re: TurboTax 2021 Stuck in a loop at investment income

RRTAXGUY — Fri, 04 Feb 2022 23:47:58 GMT

Hey Paul,

Thank you for advising what the solution is, at least it's a productive answer, and thank you for that. There is too much free software out there to help with federal tax rather than paying for one that is not fully functional.

However, I do thank you for chiming in and helping with a positive answer.

Re: TurboTax 2021 Stuck in a loop at investment income

eibarra — Sat, 05 Feb 2022 04:04:31 GMT

I am having the same issue today February 04, 2022. Someone from Turbotax needs to fix this issue.

Re: TurboTax 2021 Stuck in a loop at investment income

reevesjeremy — Sat, 05 Feb 2022 19:18:46 GMT

I got in the same loop. Got past it by clicking "Wages & Income" > "Walk me through everything" > "Next income section". That moved me onto Retirement Plans and Social Security.

Good luck!

Re: TurboTax 2021 Stuck in a loop at investment income

User022 — Mon, 07 Feb 2022 20:25:38 GMT

I have the same issue looping from "Incentive Stock Option" back up to "Here's all the investment accounts we have so far".

It should be a simple software quality test to step through these options!

Re: TurboTax 2021 Stuck in a loop at investment income

mbdzyn — Mon, 07 Feb 2022 22:28:35 GMT

Same loop here. The link that was posted for the known glitch is marked SOLVED - but of course it's not really.

Re: TurboTax 2021 Stuck in a loop at investment income

peterpaulmary1 — Tue, 08 Feb 2022 23:39:29 GMT

I'm having the same Exact Loop Problem

Can't even back out using the Back button. Turbotax has a Bug....please fix ASAP......