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Level 1
posted Feb 19, 2024 6:53:11 PM

How to delete a form 1099 B worksheet and a Cap Asset Sales form

I have  accidentally opened multiple 1099 B worksheets and Capital Asset forms.  How do I delete the extra forms, the program will not allow me to file with unfilled forms.  I have read references to a trashcan icon, but don't see it.  Thank you

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1 Best answer
Expert Alumni
Feb 20, 2024 6:36:30 AM

In TurboTax Online, at the screen Let's finish pulling in your investment income, click the down arrow to view the Edit button and the delete trashcan.

 

 

In TurboTax Desktop, select Start/Update to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other at the screen Your 2023 Income Summary.

 

View the Edit button and the trashcan icon to the right of the investment.

 

1 Replies
Expert Alumni
Feb 20, 2024 6:36:30 AM

In TurboTax Online, at the screen Let's finish pulling in your investment income, click the down arrow to view the Edit button and the delete trashcan.

 

 

In TurboTax Desktop, select Start/Update to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other at the screen Your 2023 Income Summary.

 

View the Edit button and the trashcan icon to the right of the investment.