MarilynG1
Expert Alumni

Investors & landlords

No, it's difficult to edit imported info.  Some financial institutions allow you to import in batches (1099 INT/DIV, then 1099-B).

 

If you need to edit multiple transactions, consider deleting the imported info and enter a summary instead.  Here's How to Enter a Summary in Lieu of Individual Transactions.

 

Remember that the IRS already has copies of all your 1099's anyway.

 

@jason-yujuico 

 

 

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