My brokerage account sales are labeled as needing review. Do i need to review every transaction?
02463
2 Replies
Neil N
New Member
Apr 13, 2025 1:26:22 PM
Yes - I have not noticed this requirement in prior tax filing with Turbo Tax. Looks like a new feature introduced with 2024 where we are required to do our due diligence. There seems to be no workaround but to click on the pencil icon to edit > review & only change if you notice an issue.
BrittanyS
Expert Alumni
Apr 14, 2025 7:13:51 AM
Yes, when you import your transactions, you will need to review them for accuracy to make sure they are imported correctly. This will help prevent errors on your return.