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On the Stocks, bonds, etc. (1099-B) The box remains cream color with "NEEDS REVIEW" and a "Review" button. How do you get out of this review loop?

1099-DIV and 1099-INT completed with no issue.
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1 Best answer

Accepted Solutions
DavidD66
Expert Alumni

On the Stocks, bonds, etc. (1099-B) The box remains cream color with "NEEDS REVIEW" and a "Review" button. How do you get out of this review loop?

If you haven't already, go through and Review the entries in the Investments and Savings section that show Needs Review.   If you have done that, then you may have to delete the entries that need review that you can't clear.  Did you import any of your investments?  Sometimes imports include data errors that can't be cleared.  If you delete and import again and that doesn't clear the Needs Review then you will need to manually enter them. 

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2 Replies
DavidD66
Expert Alumni

On the Stocks, bonds, etc. (1099-B) The box remains cream color with "NEEDS REVIEW" and a "Review" button. How do you get out of this review loop?

If you haven't already, go through and Review the entries in the Investments and Savings section that show Needs Review.   If you have done that, then you may have to delete the entries that need review that you can't clear.  Did you import any of your investments?  Sometimes imports include data errors that can't be cleared.  If you delete and import again and that doesn't clear the Needs Review then you will need to manually enter them. 

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

On the Stocks, bonds, etc. (1099-B) The box remains cream color with "NEEDS REVIEW" and a "Review" button. How do you get out of this review loop?

The correct answer was to delete the 1099s. I would recommend deleting them entirely from the documents section as well before reimporting. My taxes are done and I see 5 copies of some 1099s some with 3 copies and some with 1 copy. The other problem in the review section is if you have multiple accounts the names of the 1099s are all the same in the review section. The documents section shows 4 digits of the account for differentiation if you have multiple accounts. It would be helpful if the review section had the same identifier. 

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