I imported my 1099-B using the TD Ameritrade integration and it has entered all of the information regarding the various positions I opened and closed during the year. Everything appears to be imported correctly, but at the end of my return I receive a message indicating that I need to review something:
When I click review, it takes me to a page to review information about the 1099-B which was supposedly not entered properly. I checked manually in the income category, and this information is correct. I would not mind entering it again, but the page always goes unresponsive and I can't click anything:
I have tried this on 2 different computes and also my cell phone, and it is the same issue every time. I spoke with 3 different TurboTax representatives, and no one was able to assist me (one just hung up on me after about 40 minutes).
I have no idea what to do for next steps. This seems to be one of the very last steps to filing - and just so happened to be the step right after making me pay.
More help and guidance with the issue you are having with your 1099-B has been provided by clicking here.
this looks like the "Date Acquired" issue, one of many.
you might want to wait to see if TurboTax fixes all these problems in the near future..
OR
you might want to find another tax software provider that handles your taxes correctly.
I'm having the same issue and tried to get a refund but now they tell me they can't refund me my $195.00 I payed to file when is a issue on their end.
@Lsantos85 You can always delete the import and enter your 1099-B manually.
If you have a large number of transactions, click this link for more info on How to Enter a Summary in Lieu of Individual Transactions.
You will be able to Efile, but may need to mail a copy of your 1099-B to the IRS after filing, depending on the type of transactions you have.
That's not what I payed for tye reason I payed premier was to auto upload if it was like that I would just gone somewhere else. Why should I have to manually input anything and make a mistake that can cost me trouble with the irs when the problem is with your system or you just like scamming customers charginf for something that doesn't work.