You'll need to sign in or create an account to connect with an expert.
Search for investment sales and use the Jump to link to be taken back to your Investments Summary screen. Find the transaction you wish to edit and use the Edit/Review button or pencil icon to edit the transaction.
You will click through the screens until you come to the Sales Info page where you can change the type of investment. It may be easier to delete the erroneous transaction and to re-enter it correctly.
Thank you. The drop down in that area no longer exists. My initial selection is now in bold, and I'm unable to alter. (looks like I can't include a screen shot here)
If you cannot alter it, the next step will be to delete and re-enter.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
chrisbrantley
New Member
corvinusfoundation
New Member
keith79797
Level 1
Sam123
Level 1
dharrell54
New Member