You'll need to sign in or create an account to connect with an expert.
Having stocks that are flagged and need review it's because they might have missing information that either wasn't imported properly or aren't easily located within your documents. Some of these missing information could be: Cost basis, proceeds, date acquired, date sold or, description. With a copy of your Form 1099-B you can check one by one to make sure the information that was imported is correct.
If you have more than 25 transactions that need to be reviewed, you might want to enter them as a sales summary instead of fixing them one by one. Below is a link on how to remove those transactions and instead input them as a whole summary
** If you are using the phone/tablet app, try changing to laptop/computer if possible. If you don't have access to a computer, switch to a web browser within your phone or tablet, and sign in from there.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
kelleysca
New Member
Jules5080
Returning Member
hollyscott0596
New Member
Stevecoh1
Level 2
stephdw14
New Member