Needs Info column for Investment Account

[starmccoy]

I successfully imported the 1099 B from JP. Morgan Securities to the Investment Income section for Stocks, Mutual Funds, Bonds Other  for  Turbotax Deluxe 

When I click on the Update button I see all the 1099 Bs that I have imported  Next to the  Gain/Loss column  there is a Need Info? column  that the software  has marked as Yes  for the imported JP. Morgan Securities 1099 B 

What information is the software requesting? 

[FangxiaL]

Follow these steps to review the imported transactions:

1. Click on the pencil icon to open the sale details
2. See if the box I have other boxes on my 1099-B to enter is checked and Boxes 1f-16 are filled with 0 (zeros). 
3. If there is no other dollar amounts in those boxes, you can uncheck the box  I have other boxes on my 1099-B to enter. Many times, uncheck that box can resolve the issue.

[RAH461]

I have the same issue - I can't seem to get rid of the "YES" under Needs info on investment account. I downloaded it from Fidelity (National) so all should be good.

[MarilynG]

Per Expert @TerukoL:

"You may need to clear your cache and cookies because of the number of imports that you have. Make sure your return is saved in your TurboTax account and then sign out. Clear the cache and delete the cookies on your computer, and open a new browser. You may also want to change browsers, for example, if you are using Chrome, try switching to Firefox."

Click this link for more info on Needs Review after Importing.