TurboTax HelpTurboTax HelpIntuit

How do I fix multiple “Needs Review” transactions?

SOLVEDby TurboTax105Updated April 01, 2022

If you’ve imported info for stocks, options, crypto, bonds, and/or mutual funds, and you have more than 25 transactions that need review, you could be missing any of the following:

  • Cost basis
  • Date acquired
  • Description
  • Proceeds
  • Date sold

There are a couple of ways to fix this issue.

1. 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:

  1. 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.
  2. Select Search, search for stock sales, and select the Jump to link in the search results.
  3. For Did you sell stocks?, select Yes. If you land on Your investment sales summary, select Add more sales.
  4. Select Stocks, Bonds, Mutual Funds, and then Continue.
  5. On the Let's import your tax info screen, select Type it in myself.
  6. Answer the questions and select Sales section totals when prompted to Choose how to enter your sales.
  7. 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.
  8. When finished, select Continue.
  9. You can add additional sales totals by selecting the Add another sales total on the Review your sales section totals screen.
  1. On the Investment summary screen, delete the sales you imported from the financial institution to prevent duplicates. (if you have one or two sales from one institution, we suggest resolving those institution’s sales manually)
  2. Skip steps 2 and 3 if you only imported sales from that institution. The screen will automatically load to Did you sell stocks?
  3. Select Search, search for stock sales, and select the Jump to link in the search results.
  4. When you see Did you sell stocks, mutual funds?, answer Yes.
    • If you land on Your investment sales summary instead, select Add more sales.
  5. On the OK, what type of investments did you sell? screen, select Cryptocurrency, then Continue.
  6. Once you get to Select your crypto experience, select Type it in myself.
  7. For Let's get started typing in your crypto tax info, enter the name of your crypto service.
  8. You will come across the Did you get a 1099-B? screen. Answer Yes.
  9. Step through the interview and select Sales section totals when prompted to Choose how to enter your sales.

2. Talk with a specialist

If you can’t re-enter your sales using summary filing, we recommend talking with a specialist so they can walk you through, step-by-step, how to resolve this issue.

Select Help at any time to chat.

Was this helpful?

You must sign in to vote, reply, or post
TurboTax Mobile Apps PremierTurboTax Mobile Apps Self-employedTurboTax Online PremierTurboTax Online Self-employed
Dynamic AdsDynamic Ads