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Returning Member
posted Feb 28, 2024 1:45:35 PM

amended brokerage statement

I downloaded brokerage information to my return. The brokerage now has an amended form. Can I download the amended forms into my return without making any changes?

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1 Replies
Employee Tax Expert
Feb 29, 2024 10:18:57 AM

No.  You need to delete the information that was entered previously.  Otherwise TurboTax will assume that this is a new brokerage statement and add it to the old and you'll end up paying double.

 

Usually, amended brokerage statements don't make a lot of changes and indicate which numbers have been changed.  It may be easier to just manually adjust the few numbers that have been changed on the amended statement.

 

@reedt