Why can't I see individual stock transactions in the "Easy Step" process after I download a 1099B statement? The "EDIT" button was there yesterday, but has disappeared.

The software shows the totals of "Proceeds", etc. but does not show individual stock transactions unless I go the "Forms" view.

1554

Expert Alumni

Feb 28, 2024 7:37:09 AM

Are you using TurboTax Desktop and switching between Step-by-Step and FORMS views in the upper right hand corner of the screen?

If you are, In TurboTax Desktop Premier, In the Step-by-Step view, I am able to:

Click on Federal Taxes and Wages & Income and I'll choose what I work on.
Scroll down to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other under Investment Income.
Click Start/Update to the right.

At the screen Your investment sales summary, are you not seeing this? Is this where the Edit button is missing?

New Member

Feb 28, 2024 11:05:04 AM

Thanks. I am on a TurboTax Desktop and brought up the screen in the photo. However, the “EDIT” button which was there prior to Wednesday, was gone from the screen as of yesterday. I will try again today.

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Why can't I see individual stock transactions in the "Easy Step" process after I download a 1099B statement? The "EDIT" button was there yesterday, but has disappeared.