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February 17, 2025
Question

I enter stock transaction ST gains and losses as well as LT gains and losses. this data came directly from my Form 1099 B. Why does TT say "needs review"? no summation?

  • February 17, 2025
  • 1 reply
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    1 reply

    February 18, 2025

    There may be fields that did not upload or did not upload correctly.  In this example, the transactions are listed as needing Review.

     

     

    Select Review.

    At the screen Time for a quick review, click Continue.

    At the screen Review your sales, click the pencil to the right.

    In this example, the question How did you receive this investment? needs to be answered.

     

     

     

    Review has been removed.

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