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rickshory
New Member

I import my 1099s from Edward Jones, the screen shows them all, but when I click "Review" it goes back to the import step. How do I get out of this?

 
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2 Replies
MichelleLO
Intuit Alumni

I import my 1099s from Edward Jones, the screen shows them all, but when I click "Review" it goes back to the import step. How do I get out of this?

Try to clear your browser's cache and delete cookies. A full or corrupted cache can keep TurboTax from functioning properly. If that doesn't work, try a different browser such as Firefox if you're currently using Chrome and vice versa. 
If you continue to have issues please see the link below to contact one of our TurboTax representatives:

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rickshory
New Member

I import my 1099s from Edward Jones, the screen shows them all, but when I click "Review" it goes back to the import step. How do I get out of this?

The problem appeared to be that some of the 1099s came up with a value of $0. These were the ones that, on clicking "Review", led to the re-import endless loop, which would erase any work already done on other 1099s. The solution was to manually delete the $0 line items, without first reviewing them. This is not something a normal prudent user would expect to do. I hope this bug will be fixed in the future. The TurboTax AI should be smart enough to recognize $0 as irrelevant, and when an item has already been imported and verified. TurboTax should work seamlessly with EdwardJones, as this is one of the most widely used investment houses.

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