Filing

Hold transactions manually

Learn how to put transactions on hold so your return will not have a negative tax amount.

  • Holding transactions reverts all changes made to the Worksheet. If you have edited the Worksheet, make a note of the changes you made so that you can re-edit the Worksheet if necessary.

  1. On the Returns page, click the return.
  2. Click the Return Data tab.
  3. Select the transactions you want to place on hold, then click the Place On Hold icon.
  4. Enter the reason for holding the transactions, then click Hold.

The transactions you selected will be removed from the Return Data tab and placed in the Data On Hold tab. The Data On Hold tab will have an exclamation point icon to remind you that you have transactions on hold.