JamesG1
Expert Alumni

Get your taxes done using TurboTax

In TurboTax Online, follow these steps to remove an investment sale transaction.

 

  • Down the left side of the screen, click on Federal.
  • Down the left side of the screen, click on Wages & Income.
  • Scroll down to Investments and Savings and click the down arrow to the right.
  • Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
  • At the screen Let's finish pulling in your investment income, click the down arrow to the right of the 1099-B investment.
  • The Edit and delete trashcan become visible.
  • To edit or delete an individual line with the IRS form 1099-B entry, select Edit.  Individual lines become available.  
  •      Bulk Edit may be available by clicking the box to the left of the line.
  •      The pencil icon is used for editing the line.
  •      The trashcan delete icon is used to remove that line.

 

 

The Edit button and trashcan are in the lower left hand corner of the screen.

 

@ashworthRC 

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