Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Mar 22, 2025 8:11:00 AM

Can't get past "Needs Review" ( review what?) for a range of Fidelity managed acount stock sales.

Have 1099-B stock sales downloaded from a Fidelity Managed account, and a range of the sales says, "Needs Review". I can't figure out what Turbotax wants reviewed or how to get past "Needs review". I can't see any difference between what entered in the transactions in the range that "Needs Review" versus the transactions in the ranges that aren't indicated as "Needs review". Turbo tax is defective in that it doesn't tell what exactly the issue is.

0 1 1931
1 Replies
Expert Alumni
Mar 24, 2025 7:52:15 AM

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
 

Use summary filing