Retirement tax questions

To delete the 1099-B forms you can do the following:

  • Log into your account, and then click on My Account on the top of the screen
  • Then click on Tools and select Delete a Form
  • Scroll through the list of forms and when you find the 1099-B forms you wish to delete, click Delete next to them (may have to delete them one at a time)
  • It will confirm that you want to delete the form, hit yes (or continue)
  • The form will be deleted

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