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New Member
posted Apr 13, 2025 1:20:06 PM

My brokerage account sales are labeled as needing review. Do i need to review every transaction?

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2 Replies
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.

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.