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Level 2

Question

Accidently generated a 1099-B

Forum|Forum|5 years ago
March 29, 2021
1 reply
10 views

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?

Level 14

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.

Level 2

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

Alumni - Intuit

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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