All of my transactions were imported as 'stock (non-employee'), even though most are mutual funds. I don't know if this is part of the problem. The 'learn more' for this field indicates that each investment type is represented by a corresponding icon with the forms associated with each investment type (where??? - I can't find any icon). The only clue that I have as to why all of them were flagged for review is that the box that says 'The cost basis is incorrect or missing on my 1099-b' is kind of an orange color, while the rest of the boxes are black. The cost basis is filled in and correct on all of the items I have reviewed so far. Reviewing an item, without making any changes, seems to clear the need for review, but the whole point of importing them from Wells Fargo is so I don't have to look at each line item. So, I am back to my original question. Since all of the information appears to be present and correct, why are all of them flagged for review and how can I tell which field is the problem? Is it the orange box? If so, why would it be unsure about the cost basis when it is clearly there. Thanks. This is so confusing!!
