Complete-check says there are "325 details to review", all of them in "Stocks, Bonds, or Mutual Funds". When I click on "Review", nothing happens. What to do??

[pesachsameach]

Is this a bug in TurboTax?  Is it OK to file the tax return without fixing whatever the errors are?

[DanP0428]

It is annoying but all you have to do is go to the bottom of the page of transactions to review and click continue.

[JillS56]

No, TurboTax will not let you file if there are errors.  I am not aware of any bugs in TurboTax.  How did you enter your 1099-B - Stocks, Bonds, or Mutual Funds?   I am assuming you probably imported them.   My guess is that the information did not import correctly.   You are going to have to go back and review all of the 1099-B entries and verify them against a hard copy of the 1099-B.   Hopefully, you have a printed copy of the 1099-B.  

To get back to the 1099-B entries:

TurboTax Online

1. Open TurboTax if it is not already open;
2. Go to Federal section;
3. Select Wages & Income;
4. Scroll down to Investment Income;
5. Select Stocks, Mutual Funds, Bonds, Other. 
6. Select the Brokerage Company and then click on Review  
7. Review the transactions and verify the information is correct.

For TurboTax Desktop

1. Open TurboTax if it is not already open;
2. Go to Federal Taxes;
3. Click on Wage and Income and select I'll choose what I want to work on
4. Scroll down to Investment Income;
5. Click on the Start button next to Stocks, Mutual Funds, Bonds, Other
6. Answer the questions;
7. Answer I'll Type It Myself on when it asks How do you want to Enter your 1099-B
8. Click on Continue
9. Select from the dropdown on the next screen the brokerage company
10. Click Continue
11. Select I'll enter one sale at a time and click Continue
12. The transactions imported should be listed.  Just go through each of the transactions to review and verify.

One other option is after the complete-check you will be given the choice to review.   If you select review, it will take you through each item that needs to be reviewed.   

[DanP0428]

It is just the way TurboTax is doing the final review this year.  You do not have to manually eidt each transaction and the message does not mean that they are wrong.  Just go to the bottom of that page and hit the continue button.

[pesachsameach]

Hi,

I spoke with a Turbotax employee on the 800 phone number today.  He told me I had to manually edit each line of the imported 1099-b data, click "continue" and then check "None of these situations apply" in answer to the question "Let us know if any of these situations apply".  It is very tedious.  I've been working on that for hours now and am down to 217 details to review.  Originally there were 325 details to review.   My husband said I could probably just file the tax return as is, because he doesn't think that doing this tedious task is going to affect the tax we owe.  But the Turbotax employee I spoke to on the phone said I had to fix all those "errors" before I file.  Are you a Turbotax employee?   Because I'd rather give up on this tedious process and just file the return if it won't generate and incorrect tax return.  Thank you.

[DanP0428]

Sorry you were given bad information  You do not need to do this tedious task.  It will not make one cent of difference in the taxes you owe.  Some programmer just added this in without thinking about the mess it would cause.

[MarilynG1]

You could also consider entering a Summary instead of individual transactions (or importing a lengthy 1099-B).

Click this link with info on How to Enter a Summary in Lieu of Individual Transactions.

[DanP0428]

None of the tax experts are really thinking this through.  These are not errors.  They are a list of transactions that can be reviewed.  You can go through each one and change it, but you are no fixing anything.  If there were errors, then just pressing Continue at the bottom of the page would result in errors still showing and not being able to file because of the errors.  That does not happen.  If you just go to the bottom of the page and press continue, then that list goes away, and you are able to file.

You are causing a lot of stress and unneeded work because you are jumping to the conclusion that there is something wrong.  It is the way the program is displaying the list, not a true error message, but a serious error in how the programmer displays the page of imported transactions.

If you truly understood this situation, you would be submitting an investigation into the way it is displayed and not telling customers to do tedious and unnecessary work.  This does not require line by line modification of the transactions and does not require a summary.  It just requires the user to click the continue button.

[pesachsameach]

Hi,

I followed your advice last night of just going ahead to file, without "fixing" all the errors.  When I got to the file step, Turbotax would not let me file.  It give me a message

Your transmission didn't go through We could not e-file for the following reason: We had a problem while saving your return for filing.  Please try to e-file again and if that fails contact customer service.   

After several tries, I did contact customer service.  The agent I spoke to me told me that you are right, the "errors" don't change the amount of the tax owed or the things printed on the return.  But they do prevent me from e-filing and I will have to manually click through every remaining "error" and change something in the row to show that I did "review" it.  This is a serious programming bug.  I am a computer programmer by the way.  There's an error check on the "cost" field that if it's equal to "0" the Turbotax enduser (customer) has to review the row.  This commonly happens for Calls that are purchased for "0", for example. What I want from you is to know how to register a complaint with the proper authorities at Turbotax in order to make sure this programming error is changed.   

[DanP0428]

@pesachsameach 

I am so sorry to hear that.  A few weeks ago, all I had to do was Continue and my return e-filed with no errors.  My return has processed, and my refund has been deposited.  So someone has "fixed" this and made it worse than it was.  I have no contacts at Intuit.  I would suggest putting in a brand new question with a heading like MAJOR ERROR - PLEASE FIX.  It might get the attention of the people at Intuit who can take action.  This is going to take a few lines of code changes.  I believe the original idea was to let the customer view their transactions and not require any type of manipulation.  But someone "fixed" that to force the customer to change each one.  It is very bad programming.