To view the import, follow these steps in TurboTax:
- Open or continue your return.
- Go to Federal, then Wages & Income, then Investments and Savings.
- Select Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
- If you see Did you sell any of these investments in 2023?, select Yes. If you see Your Investment summary, select Add more sales.
- Select Stocks, Bonds, Mutual Funds and Continue.
- Type the name of your financial institution in the search box, select the appropriate financial institution name, and select Continue.
- Enter your financial institution's credentials to sign in, and follow the remaining screens to re-import your 1099-B forms. Be sure to re-import only the forms that you deleted previously. If you made adjustments after your original import, you will need to re-enter those as well.
- Continue until it brings you back to the main 1099 screen, then click edit next to the 1099 you wish to review
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