sg131
New Member

Get your taxes done using TurboTax

I am facing the exact same problem as reported in the original post. I have imported from Fidelity and not TDA. I have "Needs Review" on the ESPP transactions and whatever I might do, the "Needs Review" doesn't go away. I have made sure to enter all correct values multiple times and I have tried leaving them blank, but it stays the same. I also see that in all those "Needs Review" entries, TT is showing incorrect "Sales Selection" value. It should be "Short Term (Box A)" as per my 1099-B, however TT has decided it should be "Short Term (Box B)" and I have no way changing the value. Quite frustrating. Never had this issue before in the last 20+ years of using TT. I hope someone has found how to fix this issue and can post here.