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New Member
posted Apr 12, 2021 9:12:27 AM

I'm in the brokerage sales review section and need to know ow to open a "needs review" entry.

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1 Replies
Expert Alumni
Apr 12, 2021 10:11:48 AM

If you have a section that will "Need Review" and you can't identify the issue its looking for. 

 

Select Federal Review from the menu.  This will step through every discrepancy that is in your return, and identify the individual issue.