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whyask
March 14, 2025
Question

in the "income section", i get a "needs review" tab for stocks 1099b. how do i identify the issue & make the correction?

  • March 14, 2025
  • 1 reply
  • 0 views
yes, it is straight forward. it is in the income section with a red tab that states "needs review" as a 1099b stocks, bonds, etc. i just need to know where to identify the problem & make the update required?

    1 reply

    J
    JamesG1
    March 20, 2025

    Select Review and cycle through the transaction. 

     

     

    In some cases, basic information such as Sales section title needs to be entered.

     

    In some cases, simply cycling through the transaction will remove the Needs Review.

     

     

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