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March 13, 2025
Question

stuck in loop: "Let’s finish pulling in your investment income"

  • March 13, 2025
  • 3 replies
  • 0 views

I'm using 2024 Premier. when I try to enter information for stock trades, Turbotax takes me back to the Income/Dividends window and displays the message: "Let’s finish pulling in your investment income".  I have entered all of my interest/dividend income.

 

how do I get to the page to enter 1099-B capital gains information? I tried going to Forms, Sch.D, but it won't let me enter any numbers.

    3 replies

    DoninGA
    Employee
    March 13, 2025

    To enter an investment sale -

    Click on Federal Taxes (Personal using Home and Business)
    Click on Wages and Income (Personal Income using Home and Business)
    Click on I'll choose what I work on (if shown)
    Under Investment Income
    On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button


    Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales


    Using the online editions -

    On the screen Did you have investment income in 2024? click on Yes

    On the screen Let's import your tax info click on Enter a different way

    On the screen OK, let's start with one investment type, select Stocks, Bonds, Mutual Funds and Continue

    On the screen Tell us more about this sale enter a Name and Continue

    On the following screen select the type of investment sale on the dropdown What type of investment did you sell?

    Continue with this section until it completes.

    mch59Author
    March 13, 2025

    I figured out how to enter 1099-B data. From the "Let’s finish pulling in your investment income" select Add Investments. then you can select "Stocks, Bonds, etc" to enter Stock sales.

    March 15, 2025

    I am having the same issue. I have used turbo tax for 20 plus years and this year the program is terrible. Frustrating 

    March 15, 2025

    I hate this "Let's.............".  You pick one to and the list goes back to the top, then you have to scroll down to the one you opicked.

     

    I hate all of it. Aslo a many decades user.