I downloaded information from my brokers. I have multiple stock sales from one broker and TT flagged each one with "needs review". The values displayed are correct and there is no indication of what is wrong. When I check the 1099-B worksheet form there are no errors flagged and the information also looks perfect. The basis, proceeds, gain/loss and dates are correct. Federal review flags no errors.
If I click on one of the flagged transactions and then click bulk edit I get, I hate to say it but, a very weird form with lots of fields to fill in but no indication of what is wrong. And it says to leave anything that doesn't need changing blank. I've tried just leaving them blank (since everything is correct) and I've tried entering the correct (same) values into each field. The needs review flag does not disappear.
It may be relevant that the broker is TDAmeritrade which was taken over by Schwab during 2023.
The stock transactions from Schwab are not flagged with "needs review".
I'm lost. I have no idea of what I should do about this or, indeed, if there is anything I need to do.
I hope I've described the problems well enough for someone to understand it, but I'm happy to provide more information if needed.
thanks in advance for any help.
