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drpshot
New Member

How to return to a stock transaction to make an adjustment; I see a summary with no way to get to the transaction.

This is a mechanical TurboTax Premier question
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2 Replies
AmyC
Employee Tax Expert

How to return to a stock transaction to make an adjustment; I see a summary with no way to get to the transaction.

When you go back to the income section, scroll down to your investments and select edit/ revisit next to Stocks, Bonds, other. On the summary screen, select the broker, then edit the transaction needed.

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drpshot
New Member

How to return to a stock transaction to make an adjustment; I see a summary with no way to get to the transaction.

Problem solved. Adjustment icon does not immediately show up.

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