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posted Feb 23, 2025 10:57:29 AM

brokerage firm sent consolidated form. I only inputed the 1099-DIV form. Form also had Form 8949 and a 1099-B, should I delete 1st input and re-enter entire consolidated

How do I delete original 1099-DIV and replace with a consolidated brokerage account form?

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1 Replies
Expert Alumni
Feb 23, 2025 11:10:24 AM

To delete your original 1099-DIV that you entered.'

  1. Go to the Did you have investment income? screen
  2. select the trash can next to the 1099-DIV to delete it.

Form 1099-B is reported in TurboTax under the Investments and Savings Section of Wages & Income.  TurboTax automatically completes Form 8949 when you enter your stock sales.  If you would like to import your 1099-B, review the TurboTax Help article Where do I enter or import a 1099-B?. 

 

Follow the steps below to enter your 1099-B:

 

  1. Launch TurboTax
  2. Select Federal and Wages & Income
  3. Select Add more income
  4. Select the dropdown by Investments and Savings
  5. Select Start/Edit by Stocks, Bonds, Mutual Funds (1099-B) Please note that you may have to upgrade to TurboTax Premium
  6. TurboTax will guide you through the screens to enter your 1099-B.

 

For more information on broker transactions, ‌ refer to the TurboTax article What is Form 1099-B: Proceeds from Broker Transactions? and