Investors & landlords

@DianeW777 , thank you. I tried to follow these steps but answering some of the questions wasn't straight forward. 

 

The "Sales section title" drop-down list had 7 choices (combinations of short-term/long-term, basis/reported/not-reported/no-1099, and Unknown term basis-not-reported). None of them doesn't exactly match with my situation but I picked "Long-term basis not reported to IRS (noncovered)".

 

Sales info had 5 choices, Stock (non-employee), Crypto, mutual fund, Bond, and Options. I picked "Stock (non-employee)", although the escrow was result of an employee stock sale, I figured the escrow itself isn't an employee stock.

 

I entered all other fields then TurboTax put a "Need Review" flag to this item. This is because the "Date sold" on 1099-B has a 2022 date, and this is a 2024 tax report. I believe the date is the date the stock was actually sold.

 

Have I made correct selections?

 

Will TurboTax let me finish my filing even though an item has a "Needs Review" flag on? (If not, how can I continue?)