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in the "income section", i get a "needs review" tab for stocks 1099b. how do i identify the issue & make the correction?

yes, it is straight forward. it is in the income section with a red tab that states "needs review" as a 1099b stocks, bonds, etc. i just need to know where to identify the problem & make the update required?
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1 Reply
JamesG1
Expert Alumni

in the "income section", i get a "needs review" tab for stocks 1099b. how do i identify the issue & make the correction?

Select Review and cycle through the transaction. 

 

 

In some cases, basic information such as Sales section title needs to be entered.

 

In some cases, simply cycling through the transaction will remove the Needs Review.

 

 

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