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March 24, 2025
Question

App keeps saying for stock sales that it "Needs Review". When I reviewed several times, I corrected and found no issues. App won't say what the issue is. How do I fix?

  • March 24, 2025
  • 1 reply
  • 0 views
This is for an account that has regular stock trade and ESPP reported together. Already reviewed all ESPP transaction dates and cost. Turbotax won't say what it is complaining about.

    1 reply

    March 24, 2025

    Having stocks that are flagged and need review it's because they might have missing information that either wasn't imported properly or aren't easily located within your documents. Some of these missing information could be: Cost basis, proceeds, date acquired, date sold or, description. With a copy of your Form 1099-B you can check one by one to make sure the information that was imported is correct. 

    If you have more than 25 transactions that need to be reviewed, you might want to enter them as a sales summary instead of fixing them one by one. Below is a link on how to remove those transactions and instead input them as a whole summary
     

    Use summary filing


    ** If you are using the phone/tablet app, try changing to laptop/computer if possible. If you don't have access to a computer, switch to a web browser within your phone or tablet, and sign in from there.