3565164
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes - One Big Beautiful Bill on Aug 6! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

ctbernard
New Member

I am being asked to review stock sales. They are correct. How do I make this confirmation? I can't get the "review" request to clear.

Stocks are RSUs. I get a page where I can edit them individually or in bulk. I can't get the system happy with the info. It keeps telling me I need to review and I can't figure out why.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
NicolleR1
Expert Alumni

I am being asked to review stock sales. They are correct. How do I make this confirmation? I can't get the "review" request to clear.

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
 

How do I fix multiple “Needs Review” transactions?


 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question