Desktop TurboTax failure

Forum|Forum|5 months ago
March 23, 2026
6 replies
104 views

Desktop version Under Wages & Income

I click Add Investments (I have successfully added several already)

I have no opttion to import this 1099-B so I click Skip Import.

I select the 1099-B box and click Continue

It does NOT ask for my 1099-B info, but instead returns me to the "Let's finish pulling your investment income" page.

On that page is now a reference to the 1099-B with a "Needs Review" red button (unclickable) and a Review button.

I click the Review button.

Again... It does NOT ask for my 1099-B info, but instead returns me to the "Let's finish pulling your investment income" page.

LeticiaF1

Level 12

To resolve this, make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates".

The error could also be because both TurboTax Online and TurboTax Desktop support up to 10,000 of any combination of transactions and imports. If your file is larger, you will not be able to import it.

Where do I enter Form 1099-B?

kglossbrennerAuthor

Level 2

I am reading and responding your response very carefully. Please read my complaint equally carefully

As is the case, desktop TurboTax checked for updates as I started this morning. Nevertheless, I had the problem as described.
Nevertheless, I just went thorough the Online/Check for Updates exercise as requested. It told me my software was up to date. I am still having the problem as described.
I am nowhere near 10,000 transactions, let alone 10,000 imports.
I am NOT trying to do an import, so there is no file size issue.
As described I am trying to get to the point where I can enter my 1099-B data manually.
As in my orginal step-by-step carefully documented problem description, and as illustrated exactly by the video you referenced, I do exactly what is seen at the 35 second mark in the video, but instead of going to what is seen at the 37 second mark in the video, I am returned to the "Let’s finish pulling in your investment income" page - just as I orginally described.

kglossbrennerAuthor

Level 2

@LeticiaF1 I still don't have an answer to what I think is a TurboTax desktop bug. Maybe it's somehow unique to my current tax return, but it's not because my tax return is long. We could set up a screen share so you could see it.

Mike9241

Level 15

Tyr clicking on the icon that says "add investments" The interface in step/interview mode for entering investment income seems to have been created by a blindfolded child playing with a crayon. Should go back to 2024

Mike9241