Today, February 13, 2024, I do see the Edit button on the Investment Summary Page in TurboTax Desktop Premier. Make sure to allow TurboTax to update the program.
Clicking on the Edit button for stocks brings up the list of sales entered. Click on the pencil icon to the right of the individual item to make edits or the trash can icon to delete the transaction.
Once you've exited that section, you can go back to edit a sale as follows:
- Select Wages & Income in Federal Taxes
- Under Investment Income, select Update next to Stocks, etc.
- Select the individual item to edit or delete.
To get back to where you entered the sale to make changes in TurboTax Online:
- Select Wages & Income from the left menu bar
- From the list of income items, select Investments and Savings
- Select Edit/Add
- Select Stocks, Bonds, etc.
- Click the drop-down arrow
- Click Edit
- Click the box next to the item you need to change
- Click the pencil icon to the right of the item to open up the entry fields to make edits
See this TurboTax help article for more information and links.
@Sakhtar98
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