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Investors & landlords
You will have to clear out all of the original data. It may be easier to clear all of the transactions an import the whole thing again.
You will want to delete Form 1099-B Wks for that broker. (there may be 2)
To Delete a form:
- On the menu bar on the left that shows.
- My Info
- Federal
- State
- Review
- File
- Select Tax Tools
- On the drop down select Tools
- On the Pop-Up menu select Delete a Form
- This will give you all of the forms in your return
- Scroll down to the form you want to delete
- Select the Form
- Click on Delete.
Always use extreme caution when deleting from your tax return. There could be unintended consequences.
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March 7, 2021
11:30 AM