Yes, you should delete the 1099-B form and either re-import it or enter it manually.
Delete your 1099-B data:
- Open or continue your return.
- Go to Federal, then Wages & Income, and select I’ll choose what to work on.
- Scroll down and in the Investments and Savings section, select Update next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
- In Your investment sales summary, select the trash can icon next to any accounts you believe are impacted by the import issue.
Note: You do not need to delete any forms that you manually entered. Delete only forms you imported from accounts using your financial institution's sign-in credentials.
- Select Yes when asked if you are sure you want to delete.
Re-import your 1099-B data using your financial institution's credentials:
- Open or continue your return.
- Go to Federal, then Wages & Income, then Investments and Savings.
- Select Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
- If you see Did you sell any of these investments in 2023?, select Yes. If you see Your Investment summary, select Add more sales.
- Select Stocks, Bonds, Mutual Funds and Continue.
- Type the name of your financial institution in the search box, select the appropriate financial institution name, and select Continue.
- Enter your financial institution's credentials to sign in, and follow the remaining screens to re-import your 1099-B forms. Be sure to re-import only the forms that you deleted previously. If you made adjustments after your original import, you will need to re-enter those as well.
Manually re-enter your 1099-B data:
- Open or continue your return.
- Go to Federal, then Wages & Income, then Investments and Savings.
- Select Start or Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
- If you see Did you sell any of these investments in 2023?, select Yes. If you see Your investment summary, select Add more sales.
- Select Stocks, Bonds, Mutual Funds and Continue.
- Select Skip Import.
- Follow the remaining screens to manually add your 1099-B data.
TurboTax FAQ: How do I fix errors on my Form 1099-B that I imported into TurboTax?
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