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lucaskmd
New Member

How do I delete information downloaded from brokerage?

 
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1 Reply
ToddL
New Member

How do I delete information downloaded from brokerage?

Use the "Delete a Form" tool to remove the forms you imported from the brokerage.

See: How do I delete forms in TurboTax Online?

After deleting the forms you imported from the brokerage, log out of the program. When you log back in, use the Delete a Form tool to confirm the forms  you imported from the brokerage have been removed from the list of forms in your return.  

Why does this happen? Once you enter (or import or transfer) certain information, the program creates or updates forms and worksheets that use that information. In many cases, you cannot "change" that information in the interview process - in a manner of speaking, it has been "written in ink" on the forms. You have to delete the form and any associated worksheets in order to correct

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