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New Member
posted Mar 12, 2025 11:23:52 AM

I downloaded my investment information from my brokerage account and then changed something I should have done. Can I redownload my investments?

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1 Replies
Expert Alumni
Mar 12, 2025 1:04:57 PM

Yes.  First, delete the forms that you have already downloaded.  Delete all of the transactions or you will end up with double entries.  Then re-download the 1099-B.

 

@adele416green