I have 156 mutual fund sales that all "need review." Can I do a bulk review instead of one by one?

[leutz]

I have tried the bulk review at the top of the page but it does the items it shows do not need change and the "needs review" does go away

[DavidD66]

It sounds like you imported your Form 1099-B.  I suggest you delete it and reenter using category totals instead of each transaction.  While working in 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

If you are not e-filing, then mail your statements with your entire tax return to your local IRS office.

[leutz]

Thanks.  Before I received your reply I reviewed all 156 transactions.  Each was 3 clicks with a few seconds wait between clicks.  I'll save your instructions for next year if it happens again.