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.
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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.
- On the Returns page, click the return.
- Click the Data On Hold tab.
- Select the transactions you want to release, then click the Release Data icon.
- 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.
