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In the income section, my gains from sales in my brokerage account need a review. When clicking the review box, nothing happens. How do I review the entry?

In the income section, my gains from sales in my brokerage account need a review. When clicking the review box, nothing happens. How do I review the entry?
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3 Replies
JamesG1
Expert Alumni

In the income section, my gains from sales in my brokerage account need a review. When clicking the review box, nothing happens. How do I review the entry?

In some cases, you are required to enter into the income transactions and make corrections.  In some cases, you need to answer How did you receive this investment? or enter a Cost or other basis or a Date sold or disposed.

 

In other cases, that is not the case.  See this example.  

 

In TurboTax Premium Online, I see that one IRS form 1099-B reads Needs Review.

 

 

Without addressing the Needs Review message, I select Review down the left side of the screen.  Select Check my return.

 

At the screen Take a moment to review these investments, select the icon to the far right of the screen.

 

 

At the screen Review your sales, Select Continue.

 

Select Check my return.

 

Your errors have been cleared, let's review! flashes by.

 

 

 

Return to the IRS form 1099-B.

 

Needs Review has been removed.

 

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In the income section, my gains from sales in my brokerage account need a review. When clicking the review box, nothing happens. How do I review the entry?

1

IsabellaG
Expert Alumni

In the income section, my gains from sales in my brokerage account need a review. When clicking the review box, nothing happens. How do I review the entry?

Can you clarify what you are seeing? Have you gone back, as JamesG1 described, and reviewed your answers in the investments section? 

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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