As I prepared my tax forms I previously downloaded my broker's 1099 consolidated tax statement. Just as I was preparing to file my taxes I received a corrected tax statement from my broker. I can not find a means to simply download the corrected version without starting the tax preparation process from the beginning. I had hoped to do a single download replacement and everything would then self-adjust. How do I substitute one broker consolidated tax statement for a corrected tax statement?
You'll need to sign in or create an account to connect with an expert.
You need to delete the original downloaded broker information. It appears you are using TurboTax Desktop, so open your return, and type "Form 1099-B" in the search window. Click on "Jump to Form 1099-b". Click on Delete next to the broker's data you want to delete. Repeat for 1099-DIV and 1099-INT. Repeat the broker download steps to import the corrected information.
You need to delete the original downloaded broker information. It appears you are using TurboTax Desktop, so open your return, and type "Form 1099-B" in the search window. Click on "Jump to Form 1099-b". Click on Delete next to the broker's data you want to delete. Repeat for 1099-DIV and 1099-INT. Repeat the broker download steps to import the corrected information.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
bihl-miran
Returning Member
no1rocco
New Member
SoCalRetiree
Level 1
risingjoy
New Member
tm13131
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.