The "Check this entry" section for 1099-B is frozen and I can't get past it. I've tried 3 web browsers and the App. You need to fix this I am paying this is unbelievable.

[mcarolino]

Thank you for this! Can you help me find where I can manually edit them? I don't see the place to do that.

@michaelrkusznir

[michaelrkusznir-]

Sure thing @mcarolino!

Click on "Federal" on the left sidebar

Make sure you're on the "wages & income" page

Look for where it say "stocks, mutual funds, bonds, other" to the right of that there should be a button that says either "review" or "edit/add"

Click on that button.

This will bring you to the investment sales summary page. 

You should see a list of things with saying your brokerage and other stock info. on the left side of this all is a "edit" button. click that. 

Click the blue "continue" button. 

This should bring you to your list of stocks. 

This is what you should see for any given stock. You want to click that pencil button on the right that I circled in red.

Scroll down until you see where you can edit the acquired date 

Click "Something other than a date"

click "Various"

Hope this helps! This will only help if turbotax was getting caught up on the same problem that it was for me. If it wasn't then let me know what question turbotax keeps asking you and I will see if I can figure it out. 

[mcarolino]

I followed those steps, but it seems to be getting hung up. This is the notice I get.... 

It's weird, because Friday it was getting up up on a Walmart option, and this time it's BNGO shares. 

[michaelrkusznir-]

@mcarolino 

Looks like the same type of message I was getting. Did you edit every stock that you bought at various dates or just the one that turbotax says its getting caught up on? When I was getting the "Check This Entry" page it was for TTCF shares, but I actually had to edit about 10 other stocks before it was fixed. So you'll need to edit any stocks that were bought on more than one date. I see your brokerage is Apex Clearing Corp. So I'm guessing you use Webull. Same as me. If you go to your WeBull app and pull up your tax statement you can look through all of your stock purchases. Look for 1A Description of property and then under that is a list of all your stock purchases and sales. under the 1b - Date Acquired column you'll see a bunch of dates. Ignore any stocks that has a date listed and look for ones that say "Various" these are the problem stocks. Now you'll want to find these on turbotax and edit them the way I laid out in my previous messages. If you need me to I can get some screenshots to help you find the right info on the webull app/document. If you already did all this then I would just double check and make sure you didn't miss one. When I first did this I missed a stock and was still getting the same old "Check This Entry" Message even though I had already fixed the stock that it was saying it for. It wasn't until I got them all fixed that it finally let me file. 

[mcarolino]

https://ttlc.intuit.com/community/user/viewprofilepage/user-id/3538296

You have been extremely helpful. Thank you so much for helping out a stranger! I'm going to go back through and edit each one now.

[this software has bugs]

Unfortunately, this isn't a great move. When you go with a printable copy to forego issues with submitting electronically, TurboTax just excludes from your printable copy any 1099-B transactions that it deems to be in error. So you're stuck with submitting an incorrect return. I know this because I double checked my tax return against my 1099-B and I was missing some transactions. This is extremely irresponsible and I wouldn't be surprised if this leads to customers filing lawsuits against them later.

Basically TurboTax really needs to fix this issue or it's customers will demand refunds and leave out of frustration.

[this software has bugs]

Edit: Oh wow you can't even reply directly to a message in this thread. It's all chronological. So their software is buggy and their support site is archaic. What a joke.

[this software has bugs]

Edit: Oh wow you can't even reply directly to a message in this thread. It's all chronological. So their software is buggy and their support site is archaic. What a joke.

[george-letavish]

Thanks! I was able to delete the file and manually enter the summary-level information. Ugh. What a pain that was!

[michaelrkusznir-]

@this software has bugs 

Yeah this forum is kind of confusing to use in a way that doesn't just make it more confusing for other people. Their software isn't any less confusing at times. But thank you for pointing out why it's bad to just skip the turbotax review! I had no idea it just wouldn't print out right. I'm glad I found out how to fix my taxes instead of resorting to sending them in wrong.

[ferpleitez]

Thank you so much, this was great feedback

[TraySea]

Alright, I've reached my frustration level. Like everyone else, I'm experiencing the same issue. I paid my TurboTax fee and don't expect to have issues like this. I have 58 pages of stocks and I was able to bring it over. But now can't complete because of this stupid issue. I really don't want to input 371 trades. And if I paid my turbo tax fee and can't get past this, I want a refund so that I can pay a CPA. This is total BS.

[MichelleLO]

Please reach out to TurboTax Customer Support as your issue would be best resolved with one-on-one support. Please follow the instructions in this TurboTax FAQ to contact Customer Support: What is the TurboTax phone number?

@TraySea

[Trevuchet]

I was able to just put in the summary totals and then upload a copy of the 1099, which is good because there is no way in the world I was going to add 1200 transactions by hand. This was definitely the best solution for me- thanks to everyone above who contributed information that was actually helpful!