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February 22, 2025
Question

How do I review investment sales? Won't let me finish.

  • February 22, 2025
  • 1 reply
  • 0 views
says Continue, but still says "Needs Review"

    1 reply

    February 27, 2025

    In this example, only one item needs to be corrected.  In TurboTax Online, 

     

    1. Down the left side of the screen, click Federal.
    2. Down the left side of the screen, click Wages & Income.
    3. Click the down arrow to the right of Investments and Savings.
    4. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
    5. At the screen Let finish pulling in your investment income, click the down arrow to the right of the 1099-B.
    6. Click Review to view the transaction entries.

     

     

    Click the box to the left to identify the transaction line, then click the pencil to the right to edit.

     

     

    In some cases, the question How did you receive this investment needs to be answered.

     

     

    Click Continue.  Answer the question at the screen Let us know if any of these situations apply to this sale.

     

    Click Continue twice.

     

    Review message has been removed.

     

     

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