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March 9, 2024
Question

I made a typo on Schedule D, bulk edit isn't working right. How do I edit an entry?

  • March 9, 2024
  • 1 reply
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I am using premier thick client on a Mac.  I can't edit the investment sale of a line item.  I need to adjust the cost basis but the 'bulk edit'  , which seems to be the only option, isn't allowing me to see/edit that field.

1 reply

March 11, 2024

If you can't see the Edit button because it's outside the viewable area of your screen:

 

To adjust the resolution on your screen, you could try the steps on this Apple Support page:

 

On your Mac, choose Apple menu > System Settings, then click Displays in the sidebar. (You may need to scroll down.) Select the display you want to adjust, then select the resolution you want to use. You may be able to turn on “Show all resolutions” to see additional resolutions for the display.

 

Depending on how you adjust the resolution, some app windows may not fit entirely on the screen. Using a scaled resolution may affect performance.

 

In the alternative, you could hook up a separate monitor to your Mac.

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March 26, 2025

I have a variation on this question. I can use the bulk edit button just fine. It doesn't seem to let me edit the description.

 

One of the sales is marked as "Needs Review." How do I tell what needs review?

March 27, 2025

If it says 'needs review' that means that the numbers aren't typical.  So the system just wants you to double check them and make sure they're correct.  If the numbers are exactly what they are supposed to be you can ignore the 'needs review'.

 

@lilly54 

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