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New Member
posted Mar 11, 2024 9:40:22 AM

How do I replace a 1099 form with a new amended one from my mutual fund provider? My tax return has not yet been filed?

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1 Replies
Expert Alumni
Mar 11, 2024 10:00:31 AM

Delete the first IRS form 1099-B by clicking the delete trashcan to the right of the Edit button.

 

 

Download the new IRS form 1099-B by following the same download process you used the first time.

 

  • Click on Federal down the left side of the screen.
  • Click on Wages & Income down the left side of the screen.
  • Scroll down to Investments and Savings and click the down arrow to the right.
  • Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
  • Click Add investments.