Online TurboTax has me in an endless loop. How do I get out, so I can file?

[flokey]

Online TurboTax 2024, on a Windows 11 desktop computer.

Far as I know, I finished my income and deductions, so I clicked the button for “Done with income”.

Next, it offered to sell me “expert help” which I declined. 

Then I got “A Friendly Reminder About Your Retirement” followed by “Let's Check Your Retirement Info”, which asked me about a 1099-R for an annuity, which pointed out that I got  a (roughly) $11,000 distribution but taxable is only $6900, and do I want to change either of those boxes. 

I guess it kinda wondered about that, but that’s what the 1099-R says, so I said “No, the numbers are correct” and clicked Continue.

Then a bunch of questions like

*  did we have foreign bank accounts or a foreign trust or financial asset.  No, Continue. 

*  And did we take a disaster distribution.  No, continue. 

*  Did we have a financial stake in a digital asset?  No, continue.  

*  Then “Great! Here are your tax breaks” and a box with our Roth IRA Contributions and our Standard Deduction.  Continue.

I’ll leave off there, no need to bore you.

Finally, “We increased your refund as much as possible!  We checked all deductions, credits, and more to get you the best outcome.”

Followed by congrats that I got the Qualified Business Income deduction.  All well and good.

Then a page about ATM and a button “Let’s keep going” and . . . .

Back to the beginning!!!  The list of my income, and the button “Done with income” and the offer to sell me expert help.

Sorry to drag you through all that, but it goes on endlessly.

How do I get out of it?  I’m done and I want to file.  WHAT DO I DO???

[PatriciaV]

Move on to the final review. Open your return, choose to pick up where you left off. In the left column, choose "Review" and follow the program to check your return for missing information. This should reset the interview so you can move on.

[DigitalNomad]

I found a hack to the online Turbotax endless loop!!!!

As a  technologist in the IT space and long time user and fan of TurboTax on line I wanted to share a hack I found using Turbotax online this week to file my taxes successfully.

First of all, I love how easy Turbotax online makes  it to file taxes. This year I had a number of endless logic loops as in the past. I used the TurboTax chat feature and then the TurboTax live tax expert.

None where able to help solve the issues. The time on the phone was way too long with the TurboTax live agents. At the end of the call they still could not figure out the endless loop error and they told me to just physically mail my return and not do it electronically instead of trying to solve my endless loop issues!!!!

As a last resort I took screen shots of where I was stuck in the endless loop and uploaded the images to ChatGBT 5.2 and asked ChatGBT 5.2 to help me step by step to fix the Turbotax online issues. 

IT WORKED Flawlessly!!!!

ChatGBT 5.2 solved all of my Turbotax issues in half the time than the Turbotax live employees and Turbotax chat!

I don't work for OpenAi and this is not an advisement of OpenAi but it was a game changer for me to file my taxes with Turbotax.

I wish TurboTax considered a tight integration with ChatGBT or one of their competitors.

If they replaced all of the TurboTax live operators and TurboTax chat with ChatGBT (or a chart GBT competitor) we would all have a significantly better user experience and perhaps a lower TurboTax cost .

ChatGBT  was a game changer to help me fix  TurboTax this year!!!  If you are still having TurboTax endless loop issues I highly recommend trying the approach and posting your results so we can all share what you learn