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To enter, edit or delete an investment sale -
Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Under Investment Income
On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button
Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales
On the screen that lists the individual sales, click the trash can icon at the extreme right of the sale that you want to delete. You might have to scroll to the right or adjust the zoom or maximize the TurboTax window to see the trash can.
Unfortunately, my problem was not resolved, largely because I worded my query poorly. So let me try again. I made the mistake of listing 15 or so stock-sale transactions under a single category, National Financial Services. The only was to correct or delete a single entry is by trashing the entire listing and starting over. I find no way to delete a single entry, and I am unable to edit an entry at the level of specificity that was available when I first created the entry. The ultimate solution, I guess, is to enter aggregate stock-sale numbers from the 1099, instead of breaking out sales transaction by transaction.
There is no trash can on my screen. There is no scrolling. There is no way to delete this stock entry. I entered the wrong date and now i cannot remove the item.
Follow these instructions:
1. Choose the Tax Tools option on your left menu bar while working on your return
2. Choose Tools
3. Choose the Delete a form option under Other Helpful links
4. Find the Form 1099-B Wks for your investment sale and delete it
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