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New Member
posted Mar 29, 2021 3:42:10 PM

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
Intuit Alumni
Apr 1, 2021 10:24:16 AM

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New Member
Apr 2, 2021 7:34:07 AM

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.