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DotC
New Member

Investment & Savings - Problem with page loading

I have a problem with adding my interest income. It shows the 3 institutions that I received a 1099-INT from last year's filing but when I click the "add" button to add updated info for this year, I get the 'spinning wheel' and it doesn't load. I also tried clicking the + Add Investments thinking I would just start fresh -- still get the spinning wheel. All other modules of Turbo Tax are working great - definitely a problem with this section. Any ideas? Otherwise, I'll have to file my taxes with another app. Thanks!

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1 Reply
DaveF1006
Employee Tax Expert

Investment & Savings - Problem with page loading

The spinning wheel often starts because TurboTax is proactively trying to open its "Import" portal. You can bypass this by outsmarting the portal:

 

  1. Go to the Federal > Wages & Income screen.
  2. Instead of clicking "Add" on the summary, scroll down to the Investments and Savings section.
  3. Click Start/Update next to "Interest on 1099-INT."
  4. The Key Step: When the screen asks "Let's import your tax info," do not click the bank icons. Look for the small button at the bottom that says "Enter a different way" or "Skip Import."
  5. Select "Interest" as your type and click Continue. This usually forces the manual entry screen to load, bypassing whatever script is causing the spinning wheel
  6. Now enter the remaining 1099 INT manually.
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