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New Member
posted Mar 13, 2025 3:31:27 PM

TT telling me to update information but will not save

TT uploaded 1099-B stock info correctly but it appears I'm supposed to Review and Update the information. When I try updating individually (using Bulk edit?) none of my changes are saved.  What am I doing wrong?

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1 Replies
Expert Alumni
Mar 20, 2025 8:20:56 AM

You may not be doing anything wrong.  Have you viewed the entry on the IRS form 8949 Sales and Other Dispositions of Capital Assets?

 

In the example below, I used the Bulk Edit function to change the Date Acquired from 11-2-2023 to 12-2-2023.  

 

The change is reflected on the IRS form 8949 even though you are not able to view the change at the screen Review your sales.

 

This is not a perfect presentation.

 

And you may also be able to correct or edit some fields by selecting the pencil to the right of the transaction line.