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Question

1099-B Needs Review

Forum|Forum|1 year ago
April 3, 2025
1 reply
0 views

I have approx 350 transactions imported from Fidelity. The first 200 (2 groups of 100) are tagged as "needing review". The remaining 150 imported fine without a tag.

I have deleted, updated turbo tax and reimported several times but the same initial 200 keep getting tagged for review. Upon review everything looks OK. However, Turbo Tax doesn't provide any details to the errors or missing data.

Suggestions?

Is there a technical help telephone number or chat line? I can't find anything other than upgrading.

Please see how do I fix multiple "needs review" transactions and how do I enter a large number of stock transactions into TurboTax for some options available to you.

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