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New Member
posted Jun 4, 2019 3:45:48 PM

How do I delete the downloaded information from fidelity investment and reload it?

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1 Replies
Expert Alumni
Jun 4, 2019 3:45:50 PM

To delete the imported broker informaiton, click on "Search", type "Form 1099-b" in the search window and hit Enter.  Click on "Jump to Form 1099-b".   Click on "Delete" next to the broker you need to delete the1099 for.