Cannot remove stock sales data. Cannot edit data added. If I remove Sch D form, same form with same bad data comes back.

[crcookcp-me-com]

I manually entered several stock trades. Need to revise data. There is no 'trash can' or 'edit' button next to the data. HELP

[DoninGA]

You will need to delete all these and then start over entering your investment sales

1099-B Worksheets

Form 8949

Schedule D

Click on Tax Tools on the left side of the online program screen

Click on Tools

Click on Delete a form

[crcookcp-me-com]

Deleted in Forms

SchD

8949

No Sch D worksheets

STILL Have the data, cannot delete or edit while in EasyStep

This is a MAJOR bug. If not resolved, will need to get refund for TT from Amazon. This is unacceptable

[JamesG1]

At the screen Let's finish pulling in your investment income, Is this what you are seeing?

If this is what you are seeing, click the down arrow to the right of the investment.  Then either click Edit to correct the entries or the trashcan to delete the information.

If this is not what you are seeing, please advise.

@crcookcp-me-com 

[DoninGA]

---

@crcookcp-me-com wrote:

Deleted in Forms

SchD

8949

No Sch D worksheets

STILL Have the data, cannot delete or edit while in EasyStep

This is a MAJOR bug. If not resolved, will need to get refund for TT from Amazon. This is unacceptable

---

Your post shows you are using the Online editions but since you have Forms mode you are using the desktop editions.

When you go back through the Investment sales section of the program, on the screen labeled Your Investment Sales Summary, have you clicked on the Trash Can symbol to remove the sale?

When in Forms mode you should see a Schedule D, a form 8949, a Capital Asset Sales Worksheet and a Form 1099-B Worksheet.  Have you deleted all of these, especially the worksheets?

[crcookcp-me-com]

I cannot read the screen on your reply....too small, will not scale up.

Here is the screenshot of the issue. 
I need to DELETE two of the line items, but there is no delete. I have removed forms as first suggested, but they come back with the same data.

This is unacceptable for such critical software.

[DoninGA]

[cooktrust]

what I see. Cannot remove or edit data. Removing forms does not delete data.

HELP

[DoninGA]

---

@cooktrust wrote:

what I see. Cannot remove or edit data. Removing forms does not delete data.

HELP

---

Your post shows a scroll bar on the bottom of the Investment Sales Summary.  Scroll to the right and you should see the Trash Can symbol 

Or you may have to reduce the font size on your screen to see the entire Summary page.

[pomme4argent]

I was having the same problem. Thanks to the OP for posting this issue, and to the person who gave the solution. The "Investment Sales Summary" screen looks so different from all the other Edit/Update screens that I completely missed the "scroll right" slider bar at the bottom. A good reason for TurboTax to please keep the same look-and-feel on all screens. Thx.

[samK46]

I have same problem. Have restarted return twice and turbo tax reports incorrect info to Schedule D; can't edit or delete.  HAven't had this issue in prior years..

[CatinaT1]

Do you have the scroll bar like DoninGA shows in the screenshot?

[samK46]

yes

[cooktrust]

Scroll bar was intermittantly showing up.

Fixed the issue when I did see it.

Bad UI, having to scroll on such a small box.

Frustrated that it would have gotten through QA

[Why_Why_Why]

Thanks to posts on this thread, I learned that there's supposed to be a scroll bar. I'm using the Mac desktop app, and the scroll bar does not appear, making it impossible to edit sales transactions.

I resolved the issue by going to System Settings > Appearance > Show scroll bars and selecting the Always option. After navigating away from then back to the Investment Sales Summary, the scroll bar appeared and I was able to access the Review and Trash button. 

Terrible bug in TuborTax 2023!