1. Please confirm you are following these steps:
- After choosing "None of these apply," click Continue.
- The next page says "We notice there's an issue with your cost basis..."
- Check the box for "I know my cost basis and need to make an adjustment."
- "Actual cost basis" box appears for you to enter the amount.
- Continue
2. If Box 1B on your 1099-B has something other than a date but is not blank, choose "Various."
3. Once you are able to complete these steps, the "Needs Review" message should clear.
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