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JM2025
New Member

Can't delete Form 1099-B in 2024 Mac Desktop

I wanted to type in my 1099- INT and 1099-DIV by myself, not log in and download each entry from each investment firm. So, I fiddled with the new interface which implores  you to import them. I didn't import, clicked skip, but ended up with four Untitled, Blank 1099-B forms. They show up on screen on the listing of all DIV and INT entries. They do show their little trash can on-screen, making you believe they are easy to delete. But, when I click the trashcan item, the entire screen highlights, goes grey...and then nothing gets deleted. They don't show up in the Forms view, so I can't delete them there. But they show up as "Needs Review." How can I delete them? Again, downloaded Turbotax for Macintosh, OS 14.7.3, Turbotax Deluxe 2024

 

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1 Reply
MonikaK1
Employee Tax Expert

Can't delete Form 1099-B in 2024 Mac Desktop

I just experimented with entering and deleting some investment income items using TurboTax for Mac 2024 and didn't encounter a problem with Review or with the screens doing something unexpected.

 

You might try saving and exiting the return, exiting TurboTax and reopening the return. Go back to the Income section and delete each investment income item that's not needed.

 

See this help article for troubleshooting steps for Mac issues.

 

If you confirmed that you have all of the minimum system requirements, you might also try clearing your cache and cookies.  

 

If after trying all of the options mentioned you still have the same problem:

 

See this help article for instructions on how to contact TurboTax customer support depending on which product you are using.

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