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theusaamericanga
March 12, 2022
Question

Imported Ameritrade items "need review" - How do you review without having to delete the 1099 and manually enter all the data? It's a LONG list.

  • March 12, 2022
  • 1 reply
  • 0 views
Orange NEEDS REVIEW buttons next to numerous transactions.

1 reply

H
HelenC12
March 13, 2022

You could do a summary in lieu of individual transactions. You can enter a summary for each category in TurboTax, E-file your return and three days after the IRS has accepted your return, mail in the detail of your 1099 forms, along with form 8453. This way, you don't have to manually enter all the transactions.

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fanfare
fanfare
Employee
March 13, 2022

First, CONTINUE and see if TurboTax lets you proceed, which means the flags are warnings only.

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