Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
D
dougburtnick
April 13, 2025
Question

My brokerage account sales are labeled as needing review. Do i need to review every transaction?

  • April 13, 2025
  • 2 replies
  • 0 views
No text available

    2 replies

    N
    Neil N
    April 13, 2025

    Yes - I have not noticed this requirement in prior tax filing with Turbo Tax. Looks like a new feature introduced with 2024 where we are required to do our due diligence. There seems to be no workaround but to click on the pencil icon to edit > review & only change if you notice an issue.

    B
    BrittanyS
    April 14, 2025

    Yes, when you import your transactions, you will need to review them for accuracy to make sure they are imported correctly.  This will help prevent errors on your return.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    TurboTax Sign In Widget
    TurboTax flag icon

    Unlock tailored help options in your account

    Create an account
    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Terms & ConditionsAccessibility statement
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2022 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
    of Intuit Inc. Terms and conditions, features, support, pricing, and service options
    subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by
    C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    Accessibility

    TRUSTe nResult Certified e-File C-Level Security Certification