How do I fix multiple “Needs Review” transactions?
by TurboTax• Updated 4 weeks ago
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:
- 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.
- Select Search, search for stock sales, and select the Jump to link in the search results.
- 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 the Add another sales total on the Review your sales section totals screen.
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.
More like this
- What if I need my return completely reviewed?by TurboTax•3091•Updated December 08, 2023
- What does Pending mean?by TurboTax•12205•Updated January 23, 2024
- E-file rejections related to incorrect or duplicated names, birth dates, or Social Security numbersby TurboTax•3760•Updated December 13, 2023
- How do I clear and start over?by TurboTax•57154•Updated 4 days ago
![Dynamic Ads](https://digitalasset.intuit.com/render/content/dam/intuit/cgcs/en_us/turbotax/images/TY23_Default_MAX_Refund_Dynamic_Ad_318x300.jpg)
![Dynamic Ads](https://digitalasset.intuit.com/render/content/dam/intuit/cgcs/en_us/turbotax/images/TY23_Default_MAX_Refund_Dynamic_Ad_300x50.jpg)