I imported my Fidelity 1099s. I noticed that 1 of the 1099s is preliminary. Do I delete the preliminary 1099 and imported it again or will Turbotax overwrite the data?

Paul226 · ‎June 3, 2019

Kat · ‎June 3, 2019

You'll need to delete the imported (preliminary) data first, then re-import the corrected and final info. Be sure to wait until all of your information is final before filing.

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

View solution in original post

Kat · ‎June 3, 2019

You'll need to delete the imported (preliminary) data first, then re-import the corrected and final info. Be sure to wait until all of your information is final before filing.

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

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I imported my Fidelity 1099s. I noticed that 1 of the 1099s is preliminary. Do I delete the preliminary 1099 and imported it again or will Turbotax overwrite the data?