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Returning Member
posted Mar 23, 2024 10:43:38 AM

1099-B "Needs Review"

I received a 1099-B for my employee RSU sell-to-cover transactions - as I do every year. This year, no matter what I try, the status says "NEEDS REVIEW". My 1099-B sales are coded "X" - Unknown term basis not reported to IRS. The only populated fields are 1a, 1c, an 1d. I have been doing this for years without issue but for some reason Turbo Tax 2023 is giving me an error.I've tried changing to Short-Term (B), I've tried entering the vesting date for the missing (1b) info, I've tried using 'something other for 1B and entering "Various" - NOTHING WORKS.

 

I've been at this for hours - please help!

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1 Replies
Expert Alumni
Apr 1, 2024 6:25:48 AM

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