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Investors & landlords
The process is somewhat different depending on which TurboTax product you are using. In TurboTax online, select Wages & Income (left margin), then scroll down to Investments and Savings. Select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B). Because it appears you have already entered an RSU transaction, you should see your RSU transaction on the next screen. Click on the drop-down arrow across from your RSU transaction and then select the trash icon to delete it.
In TurboTax CD/download, the process is as follows:
- After opening your return, select Personal.
- Select Personal Income. Select "Ill choose what I work on."
- Scroll down to Investment Income and select Stocks, Mutual Funds, Bonds, Other.
- You should now see a list of your investments. Select delete next to the RSU transaction.
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‎April 13, 2023
10:16 AM