How to remove and replace info from a financial institution?
02381
2 Replies
Butch1010
New Member
Apr 13, 2023 10:56:05 AM
You can usually delete downloaded information from an institution and enter it yourself. If it is borkerage info such as 1099-Int or DIV, go to the personal income part and find it. Then delete it and re-enter from your statement.
JohnB5677
Expert Alumni
Apr 13, 2023 11:52:46 AM
Yes, you can select specific institutions to delete.
Under Federal
Select Wages and Income
Scroll to Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) [Edit / Add]
Under the heading Your investments and savings.
You will see a listing of your institutions.
Click the down arrow on the right.
There will be a trashcan at the bottom of the screen.