topic Wizard is broken when deleting an Institution Name in Get your taxes done using TurboTax

Wizard is broken when deleting an Institution Name

happydaddy — Mon, 09 Mar 2026 06:21:57 GMT

There is a bug when deleting an Institution Name, it breaks the return as the Wizard continues to prompt to ask if account number needs to be changed.

Navigate to Federal Taxes

Wages amp; Income

Investment Income

Stocks, Mutual Funds, Bonds, Other

click Update

enter (two) Institution Name's but without Account Numbers

navigate back to the Here's all the investment accounts we have so far page

click the Delete button on one of the investment accounts

click Edit button on the only one Institution Name

enter the Account Number then click Continue

the screen is asking to Confirm Account number on the deleted account, click Continue button

Actual results:

The system is stuck at Confirm your financial institution info

because it is asking to confirm the Account Number on the deleted Institution Name

clicking on the Continue button does not advance to the next screen.

Saving the return, then restarting TurboTax does not work.

Checking the I need to change the name or account number, entering the name and number then clicking Continue will refresh the page with blank information, does not help, still broken.

Re: Wizard is broken when deleting an Institution Name

LindseyLO — Mon, 07 Feb 2022 00:18:56 GMT

Have you tried clearing your cache and refreshing? This may help. Assistance with doing so has been provided by clicking here.

Re: Wizard is broken when deleting an Institution Name

happydaddy — Wed, 09 Feb 2022 11:39:00 GMT

This site asked which version I was using, thus the reason why I didn't specify that I was using the download and install version. Please make a big button so everybody can clearly see that people using the browser or the installed version.

Re: Wizard is broken when deleting an Institution Name

AkinaLO — Wed, 09 Feb 2022 17:28:09 GMT

You can have customer support assist you over the phone by following the instructions below.

What is the TurboTax phone number? - Intuit

Re: Wizard is broken when deleting an Institution Name

happydaddy — Sat, 12 Feb 2022 00:06:20 GMT

Thank you for your reply, however it is confusing.
The link brings you to a page that says: What is the TurboTax phone number?
I scroll to TurboTax CD/Download Software and expand it and the directions state:

1. Go to out Contact us page

2. Select your product and edition, ask your question, then select Continue

However when I click on the Contact us page, there is not a selection available for a product and edition nor a ask your question nor a continue button; the page shows:

Re: Wizard is broken when deleting an Institution Name

BrandiLO1 — Sat, 12 Feb 2022 00:16:08 GMT

It appears the instructions for this document need to be updated. I will be sure to escalate the issue. For the fastest assistance, please call 1-800-4-INTUIT. @happydaddy