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hanssjoss
New Member

I accidently selected I "sold stock, bonds", etc. Now I want to retract that (my 1099 does not say I did) but because of it, I am unable to file without upgrading. Fixes?

I did not sell stocks, bonds or mutual funds in 2021. But before seeing my 1099, I selected "I am not sure". Because of that, under income "stocks, crypto, mutual funds, bonds, other" says Needs Review. I can not remove the section or file without upgrading to Premier, despite having gained NO income (other than interest) from any of these options.
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2 Replies

I accidently selected I "sold stock, bonds", etc. Now I want to retract that (my 1099 does not say I did) but because of it, I am unable to file without upgrading. Fixes?

Once you are upgraded, you have to "Clear and Start Over" go back down.

CarissaM
Intuit Alumni

I accidently selected I "sold stock, bonds", etc. Now I want to retract that (my 1099 does not say I did) but because of it, I am unable to file without upgrading. Fixes?

If you need to move back to the lower program, please follow the instructions here to clear and start over. 

 

If you need additional assistance, please let us know. @hanssjoss

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