Review: Let's Check These Entries

[randyjamesp]

Hi all.  During REVIEW, TTax is coming back with: "We found 120 areas on your return where we'll need to review your entires.  We'll handle them one at a time"

When I click on "Check Entries" it takes me to Form 1099-B worksheet.  It is in a tiny little window doesn't look to be expandable -- very hard to work with.  I imported my brokerage statments because I thought it would save me time (I've done this w/o issues in past year's filings).   TTax is saying: "Capital Asset Sales Wksht (1): Date Acquired must be entered for xxxx ...

Anyone have any ideas why when I acquired my various instruments (stocks, options, etc.) don't have an acquisition date...  This is not saving me any time if I actually have to go through 120 of these entries.

Is there a better way to do this?

Is there a way to work with a larger window to enter the information (if I must) than work in this tiny little window that TTax is forcing me to work in?

Thank you for any input/suggestions!
RJP

[nickeye]

For 1099-B transactions, I just put in the totals from the brokerage statement, like ST reported, ST not reported, etc. IRS accepts. 

[HelenC12]

Yes, there is a better way to handle this. 

@nickeye is referring to a summary in lieu of individual transactions. You can enter a summary for each category in TurboTax, E-file your return and three days after the IRS has accepted your return, mail in the detail of your 1099 forms, along with form 8453. This way, you don't have to manually enter or correct/review all the transactions.

• Please see the TurboTax FAQ: How do I enter a large number of stock transactions in TurboTax Online?