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How search for Individual Transaction within TurboTax?

After importing my 1099-B from Morgan Stanley, I noticed that out of 22 pages, 1-2 pages of transactions are completely missing.  The import also split these transactions across three different Morgan Stanley sessions, fields, or whatever each separate bank import would be called. 
Consequently it is extremely difficult to confirm which transactions were missed in the import without being able to search for individual transactions.  Surely there is some ability to simply search for a unique number that would correspond to say the proceeds from an individual transaction?

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3 Replies
LeticiaF1
Employee Tax Expert

How search for Individual Transaction within TurboTax?

To fix this, you should delete your Form 1099-B and re-import it again.  You can also enter your form manually.  

 

To delete your Form 1099-B:

 

  1. Open your return
  2. Go to Tax Home
  3. Select Tax Tools in the left menu
  4. Click on Tools
  5. A pop-up will come out called Tool Center
  6. Select Delete a form
  7. Select Delete next to the Form 1099-B that you want to delete

To import it again:

 

  1. Go to Federal, then Wages & Income, then Investments and Savings
  2. Select Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
  3. If you see Did you sell any of these investments in 2025?, select Yes. If you see Your Investment summary, select Add more sales
  4. Select Stocks, Bonds, Mutual Funds and Continue
  5. Type the name of your financial institution in the search box, select the appropriate financial institution name, and select Continue 
  6. Enter your financial institution's credentials to sign in, and follow the remaining screens to re-import your 1099-B forms. Be sure to re-import only the forms that you deleted previously. If you made adjustments after your original import, you will need to re-enter those as well.

If you want to enter it manually, follow the steps above and select Skip Import, then follow the remaining screens to manually add your 1099-B data.



 

How search for Individual Transaction within TurboTax?

If I delete and re-import how do I keep the adjusted cost basis figures for all the transactions I've already had to manually edit (~190 transactions)?

CatinaT1
Employee Tax Expert

How search for Individual Transaction within TurboTax?

It's possible, but the only other option you have is to manually enter what is missing.

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