Review your Apex Clearing Corporation sales I sold stocks. I see each sale and 4 of them needs review. How can i make the needs review label go away?

[SabrinaD2]

If you see a "needs review" label for some of your Apex Clearing Corporation sales in TurboTax, it is often related to missing details such as cost basis, date acquired, description, proceeds, or date sold. 

Here are a couple of ways to fix this issue:

Complete Missing Fields:

• Open the flagged sales and ensure every single field is completed. Enter "0" in any field that may require a dollar amount. This should remove the review flag.

Delete and Re-enter Manually:

• Click the trash can icon beside the flagged sales to delete them, then re-enter the information manually. This is especially useful if the sales were downloaded, as something may have happened during the transfer. Sometimes, it's easier to delete and re-enter the information than to figure out the missing input.

Use Summary Filing:

• Re-entering your sales using summary filing can help you avoid having to re-enter your sales one by one. Here’s how you can use summary filing:
  • On the Investment summary screen, delete the sales you imported from your financial institution to prevent any duplicates.
  • Skip steps 2 and 3 if you imported sales from that financial institution only. You will automatically be directed to the "Did you sell stocks?" screen.
  • Be sure you are logged in for this link to work: Navigate to stock sales:
    • TurboTax Online or Mobile: Go to stock sales.
    • TurboTax Desktop: Search for stock sales, and select the Jump to link.
  • For "Did you sell stocks?", select Yes. If you land on "Your investments and sales," select Add investments.
  • On the "Let's import your tax info" screen, select Enter a different way.
  • Select Stocks, Bonds, Mutual Funds, and then Continue.
  • Answer the questions, and when prompted with "Now, choose how to enter your sales," select Sales section totals and Continue.
  • You'll now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category.
  • When finished, select Continue.
  • You can add additional sales totals by selecting Add another sales total on the Review your sales section totals screen.

For more detailed instructions, you can refer to this TurboTax help article.

[SabrinaD2]

If you see a "needs review" label for some of your Apex Clearing Corporation sales in TurboTax, it is often related to missing details such as cost basis, date acquired, description, proceeds, or date sold. 

Here are a couple of ways to fix this issue:

Complete Missing Fields:

• Open the flagged sales and ensure every single field is completed. Enter "0" in any field that may require a dollar amount. This should remove the review flag.

Delete and Re-enter Manually:

• Click the trash can icon beside the flagged sales to delete them, then re-enter the information manually. This is especially useful if the sales were downloaded, as something may have happened during the transfer. Sometimes, it's easier to delete and re-enter the information than to figure out the missing input.

Use Summary Filing:

• Re-entering your sales using summary filing can help you avoid having to re-enter your sales one by one. Here’s how you can use summary filing:
  • On the Investment summary screen, delete the sales you imported from your financial institution to prevent any duplicates.
  • Skip steps 2 and 3 if you imported sales from that financial institution only. You will automatically be directed to the "Did you sell stocks?" screen.
  • Be sure you are logged in for this link to work: Navigate to stock sales:
    • TurboTax Online or Mobile: Go to stock sales.
    • TurboTax Desktop: Search for stock sales, and select the Jump to link.
  • For "Did you sell stocks?", select Yes. If you land on "Your investments and sales," select Add investments.
  • On the "Let's import your tax info" screen, select Enter a different way.
  • Select Stocks, Bonds, Mutual Funds, and then Continue.
  • Answer the questions, and when prompted with "Now, choose how to enter your sales," select Sales section totals and Continue.
  • You'll now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category.
  • When finished, select Continue.
  • You can add additional sales totals by selecting Add another sales total on the Review your sales section totals screen.

For more detailed instructions, you can refer to this TurboTax help article.