Skip to main content
February 25, 2023
Question

One of my stock sales has has "needs review" next to the Stock Sale form. How do I make a change to the detail input form?

  • February 25, 2023
  • 1 reply
  • 0 views
The system shows a schedule "Review your RBC sales" .  Next to the line it says "needs review". How do I get to the 1099-B input form to see the detail data?

1 reply

JohnB5677
February 27, 2023

You can get to the input screens for the 1099-B with these steps.

 

Sign in and Start at Federal

  1. Wages and Income
  2. Scroll to Investments & Savings
  3. Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) [Start or Revisit]
  4. Did you have investment income in 2022? - Yes
  5.  Get ready to be impressed Continue.
  6. Select Enter a different way.
  7. Choose the Box Stocks, Bonds, Mutual Funds Continue
  8. Follow the interview review your information.

If you can't seem to find the discrepancy you should run the Federal Review.  this will scan your tax return and highlight areas of concern.

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