how to delete all data from one financial institution

[annlau1946]

how do I delete all information from one financial institution and downlo9ad new data

[DianeW777]

Try using the link below for your software and delete only the financial institution you want to remove.

Use the link below for your version of TurboTax to delete a form.

• If you're using TurboTax Online software and need to delete a form, click here.
• If you're using TurboTax Desktop software and need to delete a form, click here.

Once completed you can enter summary totals manually for this financial institution which will be easily done.

A solution can be to enter summary transactions if you have many transactions. Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.

You can always use direct entry if you choose, with summary totals.  The only exception is wash sales, which must be entered separately, if you have any.

• Where do I enter Form 1099-B? (Ignore import)
• How do I mail Form 8453? (review if alerted)

[Mike9241]

there may be an option to remove imported data by selecting the financial institution. it under the file tab for desktop. not sure for online