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April 5, 2025
Question

How can I work on one stock transactions in one time rather than going by the presorted order which turbo tax present

  • April 5, 2025
  • 1 reply
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    1 reply

    JohnB5677
    April 6, 2025

    You will have to clear the stock data you have, and start over.

     

    1. Select Wages & Income
    2. Scroll to Investments and Savings1099-B, 1099-INT, 1099-DIV, Crypto Gain/Loss Report
    3. Lets import your tax info
    4. [Enter a different way]
    5. Did you have investment income in 2024? [Yes]
    6. A list of Financial Institutions will come up
    7. Enter a different way
    8. Five boxes will come up
    9. Select Stocks, Bonds, Mutual Funds [Continue]
    10. Answer the interview questions
    11. On page Now, choose how to enter your sales
    12. Select [One by one]
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    April 6, 2025

    Ok. But redoing all the entry and verifying is not a good option. A simple sorting on the table where the entry is being done would have been a lot better and easier. Anyway, thanks for the feedback.

    April 7, 2025

    We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. 

     

    Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.

     

    If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab:

     

    @singhalokk 

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