Wockkerjab2
Returning Member

Retirement tax questions

Thanks very much for the quick answer. While following your recommendation, I found an even easier solution to deleting the data I had imported. Select "File" at the left in the menu bar at the top of the screen. The click on "Remove imported data" in the dropdown list. This brings up a window showing all of the forms (1099-DIV, 1099-INT, 1099-B, etc.) that you've imported, grouped under each company. It also shows the total dollar amount for each 1099 form. Then just check the box for whatever you want to delete and click "Delete Selected". I followed this procedure then reviewed my return to be sure the data had been deleted. Worked like a charm!