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Hames
Returning Member

How to Delete Item from form 1099-B Worksheet

I have items on a 1099-B Worksheet, that I downloaded from the brokerage house, with sales dates in 2024. I need to delete them as it gives me an error. How do I do that?

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1 Reply
JamesG1
Expert Alumni

How to Delete Item from form 1099-B Worksheet

In TurboTax Online, remove IRS form 1099-B entries as follows:

 

  • Down the left side of the screen, click Federal.
  • Down the left side of the screen, click Wages & Income.
  • Scroll down to Investments and Savings, click on the dropdown menu.
  • Click Start/Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
  • Click the down arrow to the right of the investment.
  • Click the delete trashcan to remove the investment.
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