Thanks, I've come to the conclusion that there is a bug here, either in the TDA data or TT. I don't see any pink circles or any other markings when I edit one of the sales marked with "needs review".
I looked at the Capital Asset Sales Worksheets for both the TDA and Schwab accounts and they are almost identical (except, of course, for the different stocks/dates/etc). The only difference was that the reporter's tax ID was not filled in for TDA. I did try filling in the tax ID, but that didn't change anything, the "needs review" flags are still there.
I'm ready to give up on this one and move on. The data in my return is correct, all the worksheets look OK, Federal review reports no errors. The correct values, sales, etc. will be reported to the IRS.
I do appreciate the help. I hope someone from Intuit picks up on this and takes a look at it. I'd be happy to share my return so they can see the problem.
thanks again.
