TT Premier 2024 Mac, 1099-B "Needs Review" Circular Reference

Forum|Forum|1 year ago
February 2, 2025
1 reply
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Imported a 1099-B, and TT tells me it needs review. When I go to the review page, TT shows me the item in a list - notice I only have one item, and there is no "Edit" button or pencil anywhere on it.

After selecting the item, there's a Bulk Edit button at the top...

However, regardless of whether I click the Bulk Edit button or Continue, the app always returns me to the Finish/Add Investments page...

How can I get to the page where I can review and add a cost basis for this entry?

annieland

Employee

Believe it or not, TT has yet to fix this ridiculous frame that doesn't respond to normal Mac inputs. You have to manually scroll the bottom bar to the right to find the edit icon. Last year I nearly got carpal tunnel when I had over 3 pages to edit. Looks like a bad port from the more actively developed online edition.

doin_taxesAuthor

Thanks so much! Yes, and the bar was immediately beneath the list (at first I was looking all the way at the bottom of the page, lol). Yay! I can certainly see your pain if you have a lot of edits there. Sheesh!