Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Apr 13, 2023 10:43:52 AM

How to remove and replace info from a financial institution?

0 2 381
2 Replies
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.

Expert Alumni
Apr 13, 2023 11:52:46 AM

Yes, you can select specific institutions to delete.

 

Under Federal

  1. Select Wages and Income
  2. Scroll to Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) [Edit / Add]
  3. Under the heading Your investments and savings.
    1. You will see a listing of your institutions.
    2. Click the down arrow on the right.
    3. There will be a trashcan at the bottom of the screen.
    4. Select the trashcan and then confirm delete.