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mbrumtax
New Member

Accidently generated a 1099-B

I'm helping my elderly mother with her taxes for the first time.  Using TurboTax software (not online).  At the end checking for errors, I guess I goofed and accidently generated a form 1099-B  which is a mistake.  Now I can't figure out how to delete that.   Help?

 

 

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3 Replies
LinaJ2020
Expert Alumni

Accidently generated a 1099-B

To delete Form 1099-B, here are the steps:

 

in TurboTax online,

  • Sign into your account, select Pick up where you left off
  • From the left menu, select Tax Tools, click on the drop down arrow
  • Select Tools
  • Under Other helpful links, choose Delete a form
  • Select Delete next to the Form 1099-B and Continue with My Return
  •  

You will receive a Form 1099-B if you sold any stocks and bonds.  The transactions will generate with long term or short term capital gain.  If this form does not apply to you, simply remove it.  

 

 

 

 

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mbrumtax
New Member

Accidently generated a 1099-B

 

My note says I'm NOT using TurboTax online, but AM using the Software.  Is there something for that please?

 

 

 

 

MayaD
Employee Tax Expert

Accidently generated a 1099-B

Please check the link below for instructions on how to delete a form.

How do I delete a tax form in the TurboTax CD/Download software?

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