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pbt2199
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He system is asking me to review account that doesn't match any of the 1099's from my investment accounts. How can I reference the 1099 Turbotax is looking at.

In the review phase, how to I see the 1099 that Turbotax is referencing.  The numbers don't match any 1099 from my active accounts.
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He system is asking me to review account that doesn't match any of the 1099's from my investment accounts. How can I reference the 1099 Turbotax is looking at.

If your numbers are not matching, there may have been an error with the download.  What you see on the screen should match your documents.

 

You can also delete what you are seeing and use this process to bring just summaries into TurboTax.  

 

Enter Large Number of Transactions in TurboTax

 

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