Entering a 1099-B for 2021 tax year goes into a loop. Does any one else have this same problem? Is this a TurboTax software bug?

[JZE]

Turbotax is stuck asking the same questions: (a) Did you have investment losses… (b) Did you receive a form 2439… (c) Any straddles or section 1256….(d) Incentive stock options…

[rjs · Accepted solution]

See the following FAQ.

Why am I stuck in a loop in the Investment Income section when I choose "Walk me through everything?...

Apparently the problem only occurs when you select "Walk me through everything" under Wages & Income. You should be able to avoid the problem by clicking "I'll choose what I work on" instead, then go directly to the specific income topics that you need.

[JZE]

Thank you, yes I picked “walk me through everything”. After entering the first 1099-B,  TurboTax  would gone into a loop and never exited that section. While still in a loop, I clicked a different tab section just to get out. I returned back to the 1099 section and I was able to “Update” the entry and then complete that section without the loop issue.

Thank you so much. I appreciate your excellent work.