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steve_bellis
New Member

How do I delete a 1099-B worksheet transaction?

It appears that transactions from my brokerage were duplicated during the import into Turbo Tax.

1 Best answer

Accepted Solutions
TomK
New Member

How do I delete a 1099-B worksheet transaction?

To view a form in Desktop:

  1. Open up your return.
  2. Click on "Forms" (upper right corner of your screen).
  3. Click on any form listed in the left-hand column to see how it will look.

If you just need or want to delete...

To delete a form in Desktop:

  1. Open up your return.
  2. Click on "Forms" (upper right corner of your screen.
  3. Click on any form listed in the left-hand column to see how it will look).
  4. Click on “Delete Form” button (bottom, middle of the screen).
  5. Follow any instructions to delete that form.  Proceed with caution.. once deleted, you may not be able to get that form back again.

View solution in original post

7 Replies
TomK
New Member

How do I delete a 1099-B worksheet transaction?

To view a form in Desktop:

  1. Open up your return.
  2. Click on "Forms" (upper right corner of your screen).
  3. Click on any form listed in the left-hand column to see how it will look.

If you just need or want to delete...

To delete a form in Desktop:

  1. Open up your return.
  2. Click on "Forms" (upper right corner of your screen.
  3. Click on any form listed in the left-hand column to see how it will look).
  4. Click on “Delete Form” button (bottom, middle of the screen).
  5. Follow any instructions to delete that form.  Proceed with caution.. once deleted, you may not be able to get that form back again.

View solution in original post

steve_bellis
New Member

How do I delete a 1099-B worksheet transaction?

I don't want to delete a form.  I want to delete a single transaction on the 1099-B worksheet.
TomK
New Member

How do I delete a 1099-B worksheet transaction?

There should be 1099-B worksheet that you can view & hopefully delete an entry (some entries can not be deleted  on some forms).
WNH1930nfa1948
Returning Member

How do I delete a 1099-B worksheet transaction?

YOUR INSTRUCTION ARE CLEAR ON HOW TO DELETE ONE FORM AT A TIME. IWANT TO DELETE MORE THAN ONE FORM AT A TIME!

Ricoswave
New Member

How do I delete a 1099-B worksheet transaction?

Basically make the entry you want to delete a null entry.......Here is what I did...Just for the description put no entry - blank line .  Say purchase and sell date 1.1.2020, say purchase price and sell price both 0.  Basically make a null entry.  I found no way to delete a line in the middle of other transactions which is a ridiculous limitation of the software.  Good luck.

DawnC
Expert Alumni

How do I delete a 1099-B worksheet transaction?

You can do a search for 1099-b and use the Jump to 1099-b link to see a list of all the 1099-b forms listed on your return.   Then use the Delete button or trash can icon to delete the entire form.   

 

Also, if you are using the desktop software, you can click on the Tools menu at the top, and then choose ''My Tax Data'' to see a list of all of your forms, both manually entered and imported which you can delete.      @WNH1930nfa1948    @Ricoswave

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Ricoswave
New Member

How do I delete a 1099-B worksheet transaction?

That suggestion deletes the entire form.  I needed to delete a few blank entries among 20 transaction entries on the 1099-b.  I had mistakenly entered a couple transactions on the list and had to delete lines in the middle of all entries and could not find a way to do it other than basically entering a "null" entry that would not go anywhere and just be a placeholder.  So just enter null meaning less data and it will take care of the problem.

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