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?

[LindaA · Accepted solution]

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.