How do I "review" a 1099-B for an account with 263 stock sales? After I click on "Needs Review" I can only edit one or bulk edit. "Continue" loops back to Needs Review.

[DavidD66]

It sounds like you imported your Form 1099-B and there is a problem with the import.  You can try deleting the Form 1099-B and importing again.  If that doesn't resolve the issue, I suggest you manually enter your 1099-B using category totals.  To do so, make sure you are logged in to your return:

• In the income section, Select "Investments and Savings...." 
• On the page "Did you have investment income in 2024?"  Answer Yes
• On the page "Let's Import your tax info" click on "Enter a different way"
• Select "Stocks, Bonds, Mutual Funds" on the page with "OK let's start with one investment type"
• When asked "Which bank or brokerage is on our 1099-B?" enter the name of your or broker or mutual fund company, leave the other fields blank. Click Continue
• Answer the next three questions
• Answer Yes to "Did you buy every investment listed...." (unless you inherited or were gifted the funds)
• Select "Sales Section Totals"
• Locate your sales section totals on your 1099-B
• Enter your Investment Sales Section Totals and repeat till you have entered for each category.

After entering all your sales section totals,  Look for "Now we'll help you upload your 1099-B since the IRS requires a copy" and follow the instructions,  or you can mail a paper copy of your 1099-B to the IRS.  If you want to mail, click on "How do I mail my statement".

Take a moment to double-check that your statements are complete. For each sale listed, there should be:

•  - A Description
•  - Date Acquired
•  - Date Sold
•  - Sales Price
•  - Cost Basis
•  - Gain or loss for each sale
•  - A based on how the sale was reported to you and the IRS

 In some uncommon cases, there will be an adjustment code and adjustment amount.

 NOTE: Any sales summaries that include only Box A or Box D sales, and which have no adjustments to gain/loss, do not need to be included on a statement mailed to the IRS.

 Here's how to mail your statements:

 If you are e-filing your tax return, then mail your statements along with Form 8453 to:

Internal Revenue Service

Attn: Shipping and Receiving, 0254

Receipt and Control Branch

Austin, TX 73344-0254