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My individual trades that were imported from Charles Schwab are locked in "NEEDS REVIEW." This is approximately 200 trades. How do I fix this?
My Ameritrade account was transferred to Charles Schwab. I made approximately 200 trades to aggregate a small loss (<$2,000), and my Turbotax is locked on "NEEDS REVIEW." The amount of loss is calculated to be correct, I estimate. I set ETF trades as ETF and stock trades as normal stock. How do I complete the review sufficiently so that this checks off correctly and I can file my taxes?
March 19, 2025
9:17 PM