No selection to opt out of importing investment income

Forum|Forum|1 year ago
March 12, 2025
2 replies
0 views

Turbotax Home & Business-->Personal Income-->Walk me through everything-->Do these still apply (Interest, Dividends, Distributions Etc.)-->Continue-->2024 Income Summary-->Interest on 1099-INT-->Update-->Takes you to "Lets finish pulling in your investment income" screen with no option to avoid importing information from various accounts--Only option on screen is "Confirm"--I absolutely do not want to import--How do I get to the screen that allows me to enter my information manually?

TurboTax Home & Biz Windows

Mike9241

On the import page did you scroll down? there should be a link to skip import.

72Kaw500Author

You are correct, there should be an option to opt out of importing, but the only option at the bottom of the page is "Confirm" ?????

Thanks

ejsadler

I have the same issue in Turbotax Premier.

I do not want to import. I got to the page with only the "confirm" by saying I wanted to work on items I chose, not the walk-me-through-it route, but landed on the same one the original user did.

I am a little concerned no one, including TT help, hasn't provided an answer to this original question in a week. This suggests we might be dead in the water.

AmyC

Employee

The confirm button is for when you are done with the investments page. Don't confirm until you are done reviewing and adding investments. If you need to add another investment, select Add investment. The next page allows you to import or skip import.

@ejsadler

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RGMTaxes

I agree with the other User. There has always been a way to 'Opt Out' of the whole Import process, instead of having to repeat the same meaningless steps in order to 'User Enter' the data. Manually adding 1099's used to be straight forword.

Also, I have not seen where I can enter more that just a single field of Payer's Info -> 'Received From'. In the past, I think I have been required to enter the Payer's Address and Payer ID.