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New Member
posted Mar 14, 2025 7:15:03 PM

I have a long list of items (2 pages) imported with my 1099-B which all say "Needs Review" but no way I can fin to mark them reviewed. Help plz

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1 Replies
Expert Alumni
Mar 14, 2025 7:45:01 PM

Depending on what the missing or incorrect info is (could be a Date Acquired or Cost Basis, for example) you may need to either Edit each 'Needs Review' transaction, or delete the 1099-B import and enter summary totals instead. 

 

Here's How to Enter a Summary in Lieu of Individual Transactions, which is actually very efficient.  The IRS already has a copy of your 1099-B's.

 

@aj-supinski