I have successfully imported my 1099-int and 1099-div using the import tool for both TD Ameritrade and Edward Jones, but the software continues to tell me "Needs Review".

[JohnB5677]

I suggest that you do the Federal Review that is at the top of the screen on the right.

The Federal Review will ask specific questions about any entry that has a problem.

[izaladna1]

I got problem that it is asking to review 160+ items, asking same question on all of those, asking to go through 5 steps of 160+ items. I would have thought everything would be imported. Can I skip all of them?

[ThomasM125]

If you don't answer the questions you won't be able to e-file your return and your accuracy guarantee from TurboTax may be invalidated.

I don't know what the issues are so I can't comment on whether they need attention. All TurboTax does is post the information the broker provides in the program. Often, things like cost basis are not provided by the broker, so TurboTax has to ask you to enter that information manually.

You could delete the imported investment sales and enter them in summary form manually. You would only need a few entries, as you typically need to break the entries out into short-term covered, short term non-covered, long term covered and long-term non-covered.

If you did this, you should mail your tax return in and attach a copy of the form 1099-B showing the detail of the investment sales.