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Level 2
posted Feb 23, 2024 3:37:54 PM

How can I edit 1099-B data entries? Doesn't seem possible in my downloaded turbotax

0 14 2487
14 Replies
Level 15
Feb 23, 2024 3:40:14 PM

Do you see the edit button and the Trash Can symbol on the Investment Summary screen?

 

Level 2
Feb 23, 2024 3:44:00 PM

They edit button and trash can are NOT visible.  The right hand side seems to be cut off.

 

Level 15
Feb 23, 2024 4:33:16 PM

So far, I've only heard of this on a MAC.

 

.....Things to try....

1)  any scroll bar along the bottom?

2) Can you widen the screen?

3) Narrow the screen way down so that the display resizes?...or maybe then a scroll bar would appear?

4)  An earlier response (though, for a different situation) suggested that using the TAB key or arrow keys might get over to the spot you want. 

Level 2
Feb 24, 2024 8:47:10 AM

Thanks.  The scroll bar approach worked.  This is on a MAC.  Also, I was able to correct the data last night by going into "Tax Forms" directly and making the changes there.

Level 15
Feb 24, 2024 10:25:53 AM

@douglascosta 

 

Was the scroll bar already there?  And you just didn't notice?

 

Or did you have to modify the TTX window size to get it to show up?

Level 2
Feb 24, 2024 10:29:24 AM

It was there and I hadn't noticed.

New Member
Mar 3, 2024 6:40:19 PM

I don't see the scroll bar and have this same issue. I cant seem to edit my 1099-B entry and made an error. 

 

Expert Alumni
Mar 4, 2024 6:25:33 AM

The Edit button and trashcan delete icon are to the right of the IRS form 1099-B at the screen Your investment sales summary.

 

 

Some report that they must move the scroll bar at the bottom of the page to the right to see these buttons.

 

In TurboTax Desktop, follow these steps:

  • Across the top of the screen, select Federal Taxes.
  • Across the top of the screen, select Wages and Income.
  • Select I'll choose what I work on.
  • Scroll down to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
  • Select Start/Update to the right.
  • At the screen Your investment sales summary, see the Edit button and trashcan icon.

@oaktree7081 

New Member
Mar 4, 2024 7:08:56 AM

I finally found the scroll bar. It was a thin gray line below the information entered. Once the scroll bar was found, I was able to scroll over to the right and see the trash can. A design flaw at least for the MAC version. 

Level 2
Mar 4, 2024 9:13:55 AM

Exactly.  Don't forget that you can also jump out of "walk me through" mode and go into "tax forms" and enter the corrections there.

New Member
Mar 14, 2024 1:44:16 PM

I have the same problem. I am using the premier system on a Macintosh. Even with the window maximized I see the beginning of a box that says "needs editing" with the right side cut off, but no edit button or trash can.I need to update my basis for several sales.

 
 

 

 

Expert Alumni
Mar 14, 2024 2:19:30 PM

Is there a scroll bar along the bottom that allows you to view the right side of the screen?

 

 

@GreyStubble 

New Member
Mar 14, 2024 2:25:48 PM

Scroll bar under the text displayed worked. However, when editing the details Turbo Tax hung and ceased responding to input.

Level 1
Feb 20, 2025 10:09:14 AM

hi, I can't edit mine either. I do have the trash and edit visable. I click the edit and get a message "looks like we hit a snag", go back to last topic make sure data input is correct. I manually entered this so i figured I could delete it . Click the trash can and screen goes gray. Not sure whats going on. Turbotax 2024 deluxe desktop on a mac