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New Member
posted Apr 12, 2022 1:17:10 PM

I downloaded info from my financial institution is somewhere I can look at it?

Specifically 1099 B

0 2 409
2 Replies
Not applicable
Apr 12, 2022 1:24:37 PM

Look at the first option in the process called import summary.  That should show a list of files that you have downloaded.

Expert Alumni
Apr 12, 2022 2:48:52 PM

@ggalati1 

 

barcrofter is correct. 

 

You can also view, update or delete information you imported in TurboTax Online by following these steps:

  1. Open or continue your return.
  2. From the menu, select Federal.
  3. Then, select Wages & Income.
  4. On the Wages and income screen, select the Edit button next to the item you would like to update or delete.

In the TurboTax CD/Download software, you can delete imported items as follows:

  1. Open your return.
  2. From the TurboTax File menu, select Remove Imported Data.
  3. Select the item(s) you want to remove and follow the instructions.

Caution!

Changing information you imported can be problematic. For example, if you're audited you'd have to explain why the numbers on your return differ from the original data source. If you must update or delete items, be sure to keep detailed notes with your tax records.