Retirement tax questions

Are you using TurboTax Online or TurboTax Desktop?

In TurboTax Online Premium, you may edit or delete an IRS form 1099-B transaction by the following steps:

• Down the left side of the screen, click on Federal.
• Down the left side of the screen, click on Wages & Income.
• Click the down arrow to the right of Investments and Savings.
• Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
• At the screen Let's finish pulling in your investment income, click the down arrow to the right of a 1099-B investment.
• The Edit and delete trashcan become visible.
• To edit or delete an individual line with the IRS form 1099-B entry, select Edit.  Individual lines become available.  
•      Bulk Edit may be available by clicking the box to the left of the line.
•      The pencil icon is used for editing the line.
•      The trashcan delete icon is used to remove that line.

In TurboTax Desktop, you may edit or delete an IRS form 1099-B transaction by the following steps:

• Across the top of the screen, click on Federal Taxes.
• Across the top of the screen, click on Wages & Income.
• Click on I'll choose what I work on.
• Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
• At the screen Let's finish pulling in your investment income, click the down arrow to the right of a 1099-B investment.
• The Edit and delete trashcan become visible.
• To edit or delete an individual line with the IRS form 1099-B entry, select Edit.  Individual lines become available.  
•      Bulk Edit may be available by clicking the box to the left of the line.
•      The pencil icon is used for editing the line.
•      The trashcan delete icon is used to remove that line.

In some versions, move the slidebar at the bottom of the screen to see features to the left and right.