Filing

Manually release held transactions

Learn how to release transactions on hold when they will no longer cause your return to have a negative tax amount.

  • Releasing held 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 Data On Hold tab.
  3. Select the transactions you want to release, then click the Release Data icon.
  4. Enter the reason for releasing the transactions, then click Release.

The transactions you selected will be moved from the Data On Hold tab to the Return Data tab.