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How do I revise individual mutual fund sales? I input them directly and made a mistake in one of 26 and don't want to retype all of them. I'm using Premier

You used to be able to edit each transaction, but now that choice doesn't appear anywhere
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2 Replies

How do I revise individual mutual fund sales? I input them directly and made a mistake in one of 26 and don't want to retype all of them. I'm using Premier

If you input them directly you can go back and edit any one of them.

JillS56
Expert Alumni

How do I revise individual mutual fund sales? I input them directly and made a mistake in one of 26 and don't want to retype all of them. I'm using Premier

In TurboTax Online you go back to the Income and Expense section of the Federal return.   

  1. Scroll to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other
  2. Click on Review 
  3. Then Click Review again next to the Investment Summary that needs correcting.
  4. Click on the entry that needs correcting under the Review your 2021 sales

 

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