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mangels15
New Member

Can I download a corrected brokerage statement into a tax return (not filed) that I downloaded the previous brokerage statement? Any steps to follow first?

 
1 Best answer

Accepted Solutions
LindaA
Expert Alumni

Can I download a corrected brokerage statement into a tax return (not filed) that I downloaded the previous brokerage statement? Any steps to follow first?

Just be sure to delete the current brokerage information before you download the corrected form.

  • Continue your return in TurboTax Online. (If your return isn't open, you'll need to sign in and click Take me to my return.)
  • Click the drop-down arrow next to Tax Tools (lower left side of your screen).
  • Select Tools.
  • In the pop-up window, select Topic Search.
  • In the I'm looking for: box, type 1099-b.
  • In the results box, highlight 1099-b, then click GO.
  • Under Here's the investment sales info we have so far, click Delete (trashcan icon) at the far right of the name of the brokerage. (Click the screenshot below for reference.)
  • Answer Yes when asked Are you sure you want to remove this Form 1099-B?
  • On the Here's the investment sales we have so far screen, click +Add an Account and follow the onscreen instructions to download the corrected brokerage statement.


Note: If using the TurboTax CD/Download software, you'll use the Find function and the "Jump to" link (instead of "Tax Tools") to search for the topic.

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1 Reply
LindaA
Expert Alumni

Can I download a corrected brokerage statement into a tax return (not filed) that I downloaded the previous brokerage statement? Any steps to follow first?

Just be sure to delete the current brokerage information before you download the corrected form.

  • Continue your return in TurboTax Online. (If your return isn't open, you'll need to sign in and click Take me to my return.)
  • Click the drop-down arrow next to Tax Tools (lower left side of your screen).
  • Select Tools.
  • In the pop-up window, select Topic Search.
  • In the I'm looking for: box, type 1099-b.
  • In the results box, highlight 1099-b, then click GO.
  • Under Here's the investment sales info we have so far, click Delete (trashcan icon) at the far right of the name of the brokerage. (Click the screenshot below for reference.)
  • Answer Yes when asked Are you sure you want to remove this Form 1099-B?
  • On the Here's the investment sales we have so far screen, click +Add an Account and follow the onscreen instructions to download the corrected brokerage statement.


Note: If using the TurboTax CD/Download software, you'll use the Find function and the "Jump to" link (instead of "Tax Tools") to search for the topic.

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