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Can't find manually entered 1099-B to delete it

I usually manually enter my forms. After a lot of messing around in the new 2024 (truly terrible) interface, I figured out how to enter a 1099-B.  I did have a 1099-B from the same investment company last year, and I've imported my Turbotax return, but didn't see it on the "do you have the same income" list.  So I just figured I have to enter from scratch, no big deal. On the screen with boxes of types of income, I picked the 1099-B. (side note: this screen is so dumb. I picked stock income from the "choose what I work on screen". Take me to those items, not the screen with all the types of income).

 

I read the summary on whether to enter the summary or detail, and thought summary seemed okay. I did it via the summary process, but at the end of the section, it says I have to send my 1099-B to the IRS. Well, I'm not doing that. I've NEVER had to do that in the past 25 years. So I want to go back and remove the 1099-B summaries I entered and start that section over, entering all the detail. 

 

But I cannot for the life of me find the list of 1099-B entries to try to delete what I did and start over again. I've clicked EVERYWHERE in the Step by Step. Turbotax seems to have... lost them? (I haven't cried when doing my taxes in over 20 years, but this ridiculous "new" UI is getting me there - whoever came up with this design and whoever approved it honestly need to be fired). I can't think what to do except try to delete my return and start over. But how many other places will I encounter something like this?

 

Running desktop Turbotax Deluxe 2024 on Windows 10, downloaded. 

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1 Reply
JamesG1
Employee Tax Expert

Can't find manually entered 1099-B to delete it

In FORMS mode, are you able to view the income on Schedule D or Form 8949 or Form 1099-B Worksheet?

 

If you are able to view the income in FORMS mode, the income must be listed somewhere in the Step-by-Step mode.

 

Follow these steps to view the IRS form 1099-B income.

 

  • Select Federal Taxes across the top of the screen.
  • Select Wages & Income across the top of the screen.
  • Select I'll choose what I work on.
  • Scroll down to Investment Income.
  • Click to the right of Stocks, Mutual Funds, Bonds, Other.
  • At the screen Let’s finish pulling in your investment income, the income should be listed.

 

  • Click the down arrow to the right of the income.
  • Click the delete trashcan to remove the IRS form 1099-B income.

 

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