How do I fix multiple “Needs Review” transactions?
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 have investment income in 2025? screen.
Navigate to stock sales:
TurboTax Online or Mobile: Go to Investment income, under Wages & Income, choose Investments and Savings, then select Start next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA)
TurboTax Desktop: Search for investment income, and select the Jump to link.
For Did you have investment income in 2025? , select Yes. If you land on Your investments and sales, select Add investments.
On the Save time and connect your financial accounts, select Enter a different way then select Type it myself.
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.
Additional sales totals can be added by selecting the Add another sales total on the Review your sales section totals screen.
For crypto (if you have a 1099-DA)
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).
Skip steps 2 and 3 if you only imported sales from that institution. The screen will automatically load to Did you sell stocks?
Navigate to stock sales:
TurboTax Online or Mobile: Go to Investment income, under Wages & Income, choose Investments and Savings, then select Start next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B, 1099-DA)
TurboTax Desktop: Search for stock sales, and select the Jump to link.
When you see Did you have investment income in 2025?, answer Yes.
If you land on Your investments and sales instead, select Add investments.
On the OK, Save time and connect your financial accounts screen, select Enter a different way.
Once you get to How do you want to add your docs?, select Type it in myself.
On the OK, let's start with one investment type, Select Digital Assets and continue.
For, Let's get started typing in your crypto tax info, enter the name of your crypto service.
You will come across the Did you get a 1099-DA? screen. Answer Yes.
Answer the questions, and when prompted with Now, choose how to enter your sales, select Sales section totals and select Continue.
You'll now be able to enter the total proceeds (sales) and cost basis, along with the sales category.
Refer to your 1099-DA 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.
