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

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?
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.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question