topic Add Investment Income to Amended 2024 Tax Return using TurboTax Desktop in After you file

Add Investment Income to Amended 2024 Tax Return using TurboTax Desktop

intutaxes — Sun, 15 Feb 2026 01:34:07 GMT

I have started an amended 2024 Tax Return using the 2024 TurboTax Home and Business Desktop Application. When I navigate to Personal Income>Investment Income>Stocks, Cryptocurrency, Mutual Funds, Bonds, Other and click "Update", I am unable to add another investment. The page lists my investments, but I need to add one that was not reported, but when I scroll to the bottom to press the "Add Investments" button, the screen just goes white after that. Is there another way to add investment income? I am specifically trying to report some cryptocurrency sales.

Re: Add Investment Income to Amended 2024 Tax Return using TurboTax Desktop

CatinaT1 — Thu, 19 Feb 2026 13:28:08 GMT

Here's an FAQ: How to amend my return?

Re: Add Investment Income to Amended 2024 Tax Return using TurboTax Desktop

user17715199462 — Sun, 08 Mar 2026 19:49:46 GMT

[deleted]

Re: Add Investment Income to Amended 2024 Tax Return using TurboTax Desktop

RobertB4444 — Sat, 21 Feb 2026 00:19:28 GMT

This is not a common error, this appears to be a problem with your connection to the software. Here are some very simple steps that you should try and then come back here and post if none of those work.

First, if you haven't already done so please restart your computer.

Second, clear your cache and delete your cookies. Here's how to clear your cache. Here's how to delete your cookies.

Third, try a different internet browser or different computer.

Re: Add Investment Income to Amended 2024 Tax Return using TurboTax Desktop

ready3 — Mon, 23 Feb 2026 00:58:53 GMT

I am having the same issue, and this is the desktop version for a mac, not the web version. Any other thoughts on how to get this working?

Re: Add Investment Income to Amended 2024 Tax Return using TurboTax Desktop

DaveF1006 — Mon, 23 Feb 2026 21:02:42 GMT

If it is the same type of investment and in the same holding period, try to combine the investments if both are either long-term or short term gains.

Re: Add Investment Income to Amended 2024 Tax Return using TurboTax Desktop

intutaxes — Mon, 23 Feb 2026 21:32:24 GMT

@ready3 Unfortunately, I haven't figured out a solution for this issue yet, and all the tax "experts" who have responded haven't provided a useful response. Please let me know if you find a solution.

Re: Add Investment Income to Amended 2024 Tax Return using TurboTax Desktop

intutaxes — Wed, 25 Feb 2026 06:56:49 GMT

@RobertB4444 - I am using TurboTax Desktop on a Mac. I believe your recommended solution was assuming that I am using a browser? Could you please provide guidance on how to add investment income on an amended tax return for 2024?

Re: Add Investment Income to Amended 2024 Tax Return using TurboTax Desktop

ready3 — Sun, 01 Mar 2026 00:53:46 GMT

Thanks. I see how that could work for 1099B but what about DIV , INT, MISC? Is anyone working on a fix?

Re: Add Investment Income to Amended 2024 Tax Return using TurboTax Desktop

intutaxes — Sun, 01 Mar 2026 01:10:35 GMT

Hi @ready3, I found a workaround. If you open your tax return, click on "Forms" at the top. Then click on "Open Form" and search for "Form 1099-B Worksheet" and select Open. Then it will give you an option of opening an existing form or "Enter Name of Broker". Select the second option and put in the name of the financial firm for your new investment. I noticed that it only allowed me to type in one character in the box, but that's okay, because after you open it, there is a line in the form called "Name of reporting financial institution". Fill in the full name there. Then you have the choice to go back to "EasyStep" to find the investment in the Personal Income>Investment Income Section. Alternatively, you can just fill in the form directly like I did.

Re: Add Investment Income to Amended 2024 Tax Return using TurboTax Desktop

fisher939 — Sun, 08 Mar 2026 15:06:15 GMT

I am having a similar problem with 1099-INT doing an amended return

Re: Add Investment Income to Amended 2024 Tax Return using TurboTax Desktop

user17729963399 — Sun, 08 Mar 2026 19:01:23 GMT

I have exact same issue, trying to add missed 1099-DIV and when I click "Add Investment", nothing shows up. I am also using Mac desktop version to amend 2024 return.

Re: Add Investment Income to Amended 2024 Tax Return using TurboTax Desktop

user17715199462 — Sun, 08 Mar 2026 19:48:07 GMT

@user17729963399 Once you've gone to Forms and opened the 1099-INT worksheet, the form should have a section called "Ownership" where you can select a checkbox for Taxpayer, Spouse, or Joint.

Re: Add Investment Income to Amended 2024 Tax Return using TurboTax Desktop

user17762346430 — Wed, 15 Apr 2026 06:35:10 GMT

I was able to use the workaround solution below. However, the form 1099B information I need to add has more than 1 acquisition date. On the Easy step, investment section for the new institution I added, it only gives me the option to enter "on one date" for when you received this investment. what date should I use if I have more than 1 acquisition date on the form 1099-B?

Re: Add Investment Income to Amended 2024 Tax Return using TurboTax Desktop

DianeW777 — Thu, 16 Apr 2026 18:50:08 GMT

It depends whether the investment was held long or short term or both. If both then two entries must be completed. See the holding periods below. If only one or the other for both transactions you can summarize one entry.

Holding Periods:

Long term is a holding period of more than one year (one year plus one day) and receives capital gain tax treatment (0%, 10%, 15%, 20% depending on your regular rate of tax)
Short term is a holding period of one year or less and receives ordinary gain tax treatment (your regular rate)

@user17762346430