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richtom1
New Member

how to correct line info from 1099B imported data?

I check the bulk edit box but don't see how to enter or change the line data under review.
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1 Reply
CesarJ
Expert Alumni

how to correct line info from 1099B imported data?

To correct or change line information from imported Form 1099-B data in TurboTax Online, follow these steps:

1. Navigate to Federal > Wages & Income > Investments and Savings.
2. Select Update next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
3. In your investment sales summary, find the specific transaction line you want to edit.
4. Select the transaction to open detailed information for that sale.
5. Manually correct or adjust the fields on that line as needed.

If bulk edit options don't allow line edits directly, manually editing each transaction is necessary.

Alternatively, you can delete the imported 1099-B entirely and re-import or enter the data manually.

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