You have two options. Since you're familiar with Forms, this is probably your best choice.
- In the forms list on the left, find Form 1009-B Wks for this sale (the brokerage or description you used will appear in parentheses). Open the Cap Asset Sales form that is listed under this worksheet.
- The basis you entered will be in the Quick Entry Table in a blue font - you can change any number in blue.
- Make your change.
- Now open Form 8949 to confirm the result is as expected.
Your second option is to return to the Step-by-Step topic where you entered this sale.
- The easiest way to find this section is to use the Search box in the upper right corner of the TurboTax header.
- Type in "1099-b" and hit Enter. Click on "jump to 1099-b" to go directly to that topic.
- This will bring up a list of all investment sales you have entered.
- Click on "Edit" beside the sale you need to review and follow the prompts.
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