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Ripleysbuddy
Returning Member

Reviewing Investment Sales

I have imported quite a number of mutual fund investment sales from Edward Jones. I have manually gone in and reviewed each sale versus the printout I made of the 1099. All sales have proceeds AND Cost Basis, and everything in reviewing the Turbo Tax figures checks out. I still cannot get the "REVIEW NEEDED"buttons to go away. What can I do to resolve this situation? 

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1 Reply
JamesG1
Employee Tax Expert

Reviewing Investment Sales

I was able to download Edward Jones information into TurboTax Online Premium.

 

I did report mutual fund investments and was required to replace the Sales section at the screen Review this Edward Jones sale.

 

 

I was able to complete Review with no other entries. 

 

 

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