turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

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

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
Neil N
New Member

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

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

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

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.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question