DaveF1006
Expert Alumni

Get your taxes done using TurboTax

Yes, without knowing the specifics that are asked for in each transaction, please refer to this guide published by Turbo Tax for further clarification with this issue.  There is a lot of information in this guide that I can't print in this thread due to limited space. If you have any specific questions after reviewing the guide, reach out to us. 

 

Usually reviews occur because there is missing information in the transaction.  Review these first to see if the transaction is missing any of these elements. Check these thoroughly and make sure all of the information is contained within each transaction. 

 

  • Cost basis
  • Date acquired
  • Description
  • Proceeds
  • Date sold

If there are no missing information, see if you can move on. In the program, after you review the transactions, there are checkmarks that appear as ( "x's)

 

Also, for the amounts that are small, combine those transactions instead of leaving them as separate line items. This may simplify the reporting. 

 

 

 

 

 

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