3271971
I am using Turbotax Premier and in the "Investment and Savings" part I've imported all the 1099B's and etc from the brokerage however due to wash sales I will have to use a software to make sure everything is ok. The software gives me a pdf file that I can import as an attachement into Turbotax
So I need to delete everything in this section and get back to the screen where it asks me how I want to enter the data. Is there any way to do this ?
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In TurboTax Online Premier, you are able to upload a PDF copy of your broker's IRS form 1099-B.
Your brokerage statement includes a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered, you will enter the summary info instead of each individual transaction. Follow these steps:
You are correct, if you have already downloaded the detail from your broker, that detail information should be removed. The information reported on the Sales Section Totals and the PDF attachment will provide the IRS with the information that they need to review your income tax return.
At the screen Let's finish pulling in your investment income, click the down arrow to the right of the investment to remove. The delete trashcan is next to the Edit button.
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