Add Investment

Forum|Forum|11 months ago
April 28, 2025
2 replies
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Someone already reported (about two weeks ago) that Add Investment brings up a blank screen. The posted fix does not work...or is not an option since when I load turbo tax I need to be in amend my return and there is no left menu option there. Turbo tax also doesn't recognize my return unless I click on the saved return file. So the amounts that show up as refund or owed are $0 until I click the file. Then after I select amend my return numbers sometimes go back to $0 and sometimes they show correctly.

The amend procedure is pulling the investments but won't let me add another. Please do not suggest using the import option since (1) I never get that option and (2) if I did I still wouldn't use it.

I'm on desktop version

DawnC

You should click on Skip Import if the import screen pops up. You can click on Start or Update next to the Stocks, Cryptocurrency, Mutual Funds, Bonds, Other category. Answer YES when asked if you have investment sales, then Skip Import.

You should land of the Investment Type page where you choose the type of investment. Choose the type, scroll down and click Continue.

If you already have investments, click on Add investments to be taken back to the import page, that you can skip. You can click on Review next to any transaction to edit that transaction.

The amended return should start out at $0 and only reflects the changes from your originally filed tax return.

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bagel

I am having a similar issue with the desktop version. I am trying to add a 1099 INT that was mailed after I filed. When I click "add", the next screen is blank. I can't go any further. I have updated my desktop version as well. Any fix ideas?

CatinaT1

Have you selected to Amend?

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.

You must first wait until the initial return is completely processed.
You will have to use the same TurboTax account that you used for the original tax return.
Once you begin your amendment, you'll see your original return.
The refund calculator will start new at $0 and only reflect the changes in the refund or tax due
Only make changes to the areas of your return that need to be corrected.
You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment

Select your product below and follow the instructions.

Amend TurboTax Online

Amend TurboTax CD/Download

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