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New Member
posted Feb 24, 2024 8:31:49 AM

I tried to manually input info regarding a 1099-B. This was impossible so I imported the data instead. How do I get rid of the manual entry?

I now have 2 entries for the 1099-B: the imported (good) one & the initial manual entry (bad) one.  Can't get rid of the manual.

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1 Replies
Level 15
Feb 24, 2024 8:33:37 AM

On the Investment Sales summary screen click on the Trash Can symbol to delete the investment sale.