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July 7, 2020
Question

After successful download of 1099 from my Schwab account, TurboTax still shows last year's info and says Needs review. Where are my uploaded 1099 forms?

  • July 7, 2020
  • 1 reply
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1 reply

Employee
July 10, 2020

The best way to make sure that your imported information made it to the tax return is to look at the actual tax return. You have two options:

 

1) A limited view. Under Tools, select View Tax Summary. Then Preview my 1040.  Do you have a value on line 6?

2) Even better, click on Print Center and review your return in pdf. The gain or loss from security trading will be on line 6 of your return. You can also take a look at Schedule D or Form 8949 for details. 

 

"Needs review" might show because your browser needs cookie, cache, and history cleaning. If you went through the entries and all looks good and your actual return shows everything correctly, you can move on to the next step. 

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