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Importing documents into TurboTax

I've been a TurboTax user for a long time.   I recently received all of my 1099s, so I started by importing 1099C from multiple accounts into TT.  When I went to the dividends section and enter "update", instead of showing me a summary that I can check, it gives me a long list of everything from Charles Schwab, with each saying "Needs Review".  When click on Review, it takes me back through the import process.  So far I've imported for Dividends, for Interest, For Sales, etc.  I've done multiple imports, but it has yet to show me a list of the individual entries, it just takes me back to the import cycle.  

 

Should I just delete all of these and do an import?  This is very confusing.  I've always been able to import once and then review what I've imported.  

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1 Reply
MonikaK1
Employee Tax Expert

Importing documents into TurboTax

Once you have imported your documents, and you see that the information is in TurboTax, you should still review the entries just to be certain all of the information imported matches your statements. You can go over the items labeled as "Needs Review" without importing again. 

 

If you find any errors or missing data, you can either delete the previously imported form, or you can choose to just edit individual items if your review of the corrected form only shows a few changes.

 

See this help article for information about fixing import errors.

 

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