Desktop TurboTax failure

[kglossbrenner]

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]

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?

[Mike9241]

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

[kglossbrenner]

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

1. As is the case, desktop TurboTax checked for updates as I started this morning. Nevertheless, I had the problem as described.
2. 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.
3. I am nowhere near 10,000 transactions, let alone 10,000 imports.
4. I am NOT trying to do an import, so there is no file size issue.
5. As described I am trying to get to the point where I can enter my 1099-B data manually.
6. 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.
   
   

[kglossbrenner]

@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.

[LeticiaF1]

Here in Community we do not have the ability to set up a screen share, here are some additional troubleshooting ideas:

• Make sure your computer meets the minimum system requirements.
• Make sure you have administrator rights on your computer and TurboTax is running as administrator:
• Right-click the TurboTax icon or setup icon and select Properties. In the Compatibility tab, select the Run this program as administrator box and select OK.
• In the Control Panel under Internet Options, add https://*.intuit.com to Trusted Sites. Set security level to Medium.
• Turn off antivirus software and Windows Defender.
• Add TurboTax Desktop to your allowed apps in Windows Defender.
• Clean up and defragment your hard drive.
• Run Windows Update to keep your computer up-to-date.
• Update your computer's hardware drivers.
• Update your security software for firewall, virus, and spyware protection.
• Make sure you're the only user on your computer running TurboTax. If you're not, switch users and sign out of TurboTax from the other account. If you can't do that, shut down your computer and try again. (Error: 70001)

 If you still need additional assistance you can here are some options or you can message us again:

• TurboTax Live, where you can get help from live tax experts, they can even review your return once you are done. 
• Live Expert Assist, where an expert helps you do your taxes
• Live Expert Full Service, where an expert does your taxes for you.  See the links below for more information:

Compare TurboTax Online Products

How do I get TurboTax Live?

@kglossbrenner 

[kglossbrenner]

@LeticiaF1 

• Confirmed each and element of the minimum system requirements , line by line.
• Added *.intuit.com to Trusted Sites (shouldn't have to do this)
• Turned off my Norton (shouldn't have to do this, for sure!)
• TurboTax was already "allowed" in Windows Defender
• Have all kinds of extra space on my hard drive and it regularly optimizes itself, but I dutifully reran optimization / defrag
• You didn't list which drivers matter. I'm not going to go through them all.
• My guess is that running as Administrator was what fixed this. 

If I have to run as Administrator to get past this point in the software, it is a TurboTax software bug.