JamesG1
Expert Alumni

Investors & landlords

Consider deleting the entry and entering the form manually.

 

Delete by clicking on the down arrow to open up the transaction.  Then click the delete trashcan.

 

 

To enter the form manually In TurboTax Desktop, follow these steps:

 

  1. Across the top of the screen, click Federal Taxes.
  2. Across the top of the screen, click Wages & Income.
  3. Select I'll choose what I work on.
  4. Under Investment Income, click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
  5. Click Add investments.
  6. At the screen Let Us Enter Your Bank and Brokerage Tax Documents, select Skip Import.
  7. On the screen OK, let's start with one investment type screen, select Stocks, Bonds, Mutual Funds, then Continue.
  8. At the screen Which bank or brokerage, enter the information.  Click Continue.
  9. Do these sales include any employee stock, enter No.
  10. Do you have more than three sales, enter No.
  11. Did you buy every investment listed on your 1099-B, enter Yes.
  12. On the screen Now, choose how to enter your sales, select One by One.  Select Continue.

@joaedw 

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