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How do I edit previously entered 1099b data?

 
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1 Best answer

Accepted Solutions
TomK2023
Expert Alumni

How do I edit previously entered 1099b data?

See Step 2 below to Revisit/Edit your 1099-B.

 

Here's where you enter or import your 1099-B in TurboTax:

  1. Open or continue your return, if you haven't already.
  2. Select Search, enter 1099-B, and select Jump to 1099-B.
    1. You can also go to Federal, then Wages & Income, then Investments and Savings.
    2. Select Start or Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
  3. Select Okay! on the screen Time to kick off your investments! OR Yes on the screen Did you sell any of these investments? then Continue.
    • If you see Your investments and savings or Your investment sales summary, select Add investments or Add more sales.
  4. When you reach Let's import your tax info, choose how you want to enter your 1099-B:
    • To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form.
    • If you want to enter your 1099-B manually, select Enter a different way, then select your investment type on the next screen.
  5. On the following screens, answer the questions about your 1099-B.
  6. When you reach the Review your sales screen, the form you just entered should be listed.
    • If you need to add another 1099-B, select Add another sale. Otherwise, select Continue.

 

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3 Replies
TomK2023
Expert Alumni

How do I edit previously entered 1099b data?

See Step 2 below to Revisit/Edit your 1099-B.

 

Here's where you enter or import your 1099-B in TurboTax:

  1. Open or continue your return, if you haven't already.
  2. Select Search, enter 1099-B, and select Jump to 1099-B.
    1. You can also go to Federal, then Wages & Income, then Investments and Savings.
    2. Select Start or Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
  3. Select Okay! on the screen Time to kick off your investments! OR Yes on the screen Did you sell any of these investments? then Continue.
    • If you see Your investments and savings or Your investment sales summary, select Add investments or Add more sales.
  4. When you reach Let's import your tax info, choose how you want to enter your 1099-B:
    • To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form.
    • If you want to enter your 1099-B manually, select Enter a different way, then select your investment type on the next screen.
  5. On the following screens, answer the questions about your 1099-B.
  6. When you reach the Review your sales screen, the form you just entered should be listed.
    • If you need to add another 1099-B, select Add another sale. Otherwise, select Continue.

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

How do I edit previously entered 1099b data?

AS soon as I elect update stocks, Turbotax presents a summation of what I have entered but I cannot edit any of the data. There is no selection to edit.

MarilynG1
Expert Alumni

How do I edit previously entered 1099b data?

If you're using TurboTax Online, and you don't have your display at Full Screen, you may not see the Edit and Delete icons, which are at the far right.

 

@jabl12 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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