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Question

"Check This Entry" is stuck in loop when asking for Date Acquired field in 1099-B.

Forum|Forum|5 years ago
February 21, 2021
29 replies
0 views

When asked to review errors on federal return, I'm prompted with a "Check This Entry" page that asks me to fill in the Date Acquired field for the sale of an asset on the 1099-B form (the entry is the last of many on the 1099). After entering and selecting "Continue", the same page populates for the same asset transaction again asking to fill in the Date Acquired field. Viewing the specific line item shows that the field is filled in and deleting the transaction results in the same error except it prompts for the field for the next to last transaction in the series reported on the broker's 1099-B.

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Show previous replies

Pkoon24

Seriously, Intuit. When will this be fixed!? I need my tax return to get a mortgage. This will literally be the last time I use TurboTax. What an absolute disaster of an app.

Millions of people use robinhood, webull, and M1 and we are all having issues with TurboTax!

pattyice21

I am having this same issue as well! I already paid and am about to request a refund because I cannot file. This is getting ridiculous.

junjun116

Same issue here.

So many people have this problem, why don't Turbotax do something?

At least let us know when it will be solved!

bs-hamza

I am having the same issue but with Webull's imported form. I noticed that all of the entries are missing the "Sales section title" which is not set properly. I have four pages of transactions and I am not willing to go over them manually, also it seems that I can't enter the one-line summary since I have "Wash Sale Loss
Disallowed (D)" as another member said in their response. Not sure what to do at this point!

Pkoon24

I entered in one line summaries for all the sections (short term covered, long term covered etc) and included wash sale loss disallowed amounts where they were applicable. I then uploaded a copy of my 1099-b. This didn’t take very long actually.

bs-hamza

Ok, I got it to work. As I mentioned in an earlier reply, I could not enter the one-line summary as others suggested since I have a wash sale. So what I did is to go over all transactions that are marked with "various" on my Webull tax document. I got in for each item and I did two things:

Select the first option "Short-Term Basis Reported to IRS (covered)" because that is what it says on my Webull document.
For the Date Acquired, I select the second button "Something other than a date", and then the dropdown menu I select "Various (or more than one date)"

I am not sure if the first step is required, but now that I selected it, I have to keep it because I can't unchoose it.

Anyway, now it works! This is of course a painful process and I am now worried about the next year's process. I hope that they will figure something out to automatically detect the "Various" date.

I hope this helps! GLTA!

Bsean63

So I need to go through and double check that all my imported "dates acquired" match the actual document I got from webull? I'm stuck on the loop of "check this entry" and it's saying my last one is wrong.

Pkoon24

Go back to the income section and delete that 1099-b and then manually enter in the one line summaries from each section (short term, long term, etc) and then upload a copy of the 1099-b and then you’re done!

ash58

I'm having the same problem. It's so annoying. It keeps giving the message for the date. When we pay for such a service, we'd expect it to be hassle-free. I have a lot of entries for my 1099 form and can't check them out line by line. Please Turbotax fix this madness!

Takingtoolong

I was told by a TurboTax rep that this would be resolved by Friday, well it isn't. I have 19 pages of trades, and I will not be going to each one to manually set the date acquired to various, that is over 70 trades alone. Please fix or refund my money!

JeanneLO

Employee

Please reach back out to customer support and follow the instructions in this TurboTax FAQ on how contact customer support for assistance: What is the TurboTax phone number?

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

cgaaf

I'm having the same problem. I've gone through and manually check and corrected the Date Acquired field for the stock in question and it still gives me this error and won't let me fix it.

climbbike

It tells you the wrong entry. You have to fix all the entries, not the one it tells you.

Danjanousek

I chose manual entry and it works. I deleted the automatic download and there is an option to manual entry. Easy.

jsh562

same problem

even if I put a date into the field, it doesnt work

even if I go into the 1099 form and put in a date, it doesnt work

about half of the entries are missing these fields
I have many pages of entries

Frustrated2021Filer

Experiencing the same issues!

Every time I get to the "Check this Entry" error I receive a different response for what is missing (i.e. acquisition date, cost basis, etc.) and sometimes there is no associated Security referenced (for example: it doesn't say to add the Cost Basis "for Microsoft xxxxxxx", sometimes it's just blank). And EVERY SINGLE time I try to click the review button and I get a prompt for what allegedly needs to be corrected the SYSTEM FREEZES! I've been on the phone with reps twice. I've waited weeks for an update, I've signed up for the email alert and I've even tried to Live Chat with a rep but again THE SYSTEM FREEZES so the chat fails as well...... I've paid for the software, my Brokerage account (E-Trade) is one of the options listed for automatic Import. I REFUSE to have to manually enter 100 pages of trades or file by Mail. This is unacceptable by all standards!

jbadger

This is the second bug and road-blocker I've had in filing my taxes this year. Pretty unreal. The first was importing my 1099, now I'm stuck on a forever loading screen that tells me I need to change the date of a specific security. This time I've paid, so I'm less than pleased.

Is there an actual ETA for a fix on this?