My individual trades that were imported from Charles Schwab are locked in "NEEDS REVIEW." This is approximately 200 trades. How do I fix this?

[jserulneck]

My Ameritrade account was transferred to Charles Schwab. I made approximately 200 trades to aggregate a small loss (<$2,000), and my Turbotax is locked on "NEEDS REVIEW." The amount of loss is calculated to be correct, I estimate. I set ETF trades as ETF and stock trades as normal stock. How do I complete the review sufficiently so that this checks off correctly and I can file my taxes?

[CatinaT1]

There was an update last night that MAY have solved your issue. Make sure you have the most updated software and try again.

[jserulneck]

Unfortunatle, this does not help.  I am using the online, web-based version and I see no changes.  The section of imported trades is still locked in "NEEDS REVIEW."

[MarilynG1]

You could summarize those transactions in TurboTax, and delete the imported transactions that need review, since it would be a daunting to edit 200 transactions.

Here's How to Enter a Summary in Lieu of Individual Transactions.

Or, in TurboTax Online, you can attach a PDF file your transactions, by selecting Summary and Continue until you get a screen to attach/drop file in.

@jserulneck