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How do you remove Stocks, Cryptocurrency, Mutual Funds, Bonds, Other from Income option? I didn't realize it was only recognized when you sell.

 
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3 Replies
JohnW152
Expert Alumni

How do you remove Stocks, Cryptocurrency, Mutual Funds, Bonds, Other from Income option? I didn't realize it was only recognized when you sell.

To remove any such information you entered erroneously in TurboTax Online:

  1. If you’re on the Hi TurboTax Client, let's keep working on your taxes! screen, click the Pick up where you left off button
  2. Click Federal in the left pane, if you’re not already there
  3. Click Income & Expenses in the banner
  4. Click the Show more dropdown to the right of Investments and Savings
  5. Click Start to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
  6. You’ll be able to delete any data previously entered as you proceed through the interview page

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**Mark the post that best answers your question by clicking on “Mark as Best Answer”

mwshafer
New Member

How do you remove Stocks, Cryptocurrency, Mutual Funds, Bonds, Other from Income option? I didn't realize it was only recognized when you sell.

This doesn't work. It tries to make me upgrade to Premier in order to access the 1099-B form. I can't just delete this income source.

GeorgeM777
Expert Alumni

How do you remove Stocks, Cryptocurrency, Mutual Funds, Bonds, Other from Income option? I didn't realize it was only recognized when you sell.

One option is to start over as if you were just beginning.  If you are using TurboTax online, to clear and start over, follow these steps:

 

  1. sign in to your account
  2. select Income & Expenses or Deductions & Credits,
  3. select Tools, left margin
  4. then select Clear & Start Over

@mwshafer

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**Mark the post that answers your question by clicking on "Mark as Best Answer"
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