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teidson51
New Member

Review your CHARLES SCHWAB & CO., INC. sales I enter the info exactly, but the Needed Review label is still there.

How to I complete the Need Review for the 1099-B from Charles Schwab?
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1 Reply
DawnC
Employee Tax Expert

Review your CHARLES SCHWAB & CO., INC. sales I enter the info exactly, but the Needed Review label is still there.

If you have entered all of the information, you can click past the Needs Review message.  It does not prevent e-file.   You will go through a Complete Check before you file that will catch any errors.  So, for now, ignore the needs review message.  

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