I've imported my brokerage information from TD Ameritrade. I just got a corrected form. How can I import the new information and does it automatically replace the old?

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I've imported my brokerage information from TD Ameritrade. I just got a corrected form. How can I import the new information and does it automatically replace the old?

You would need to delete the incorrect forms first.

Do this by clicking Forms mode (top right)

Click on the incorrect forms on the left side of the screen

Scroll down and click Delete

Go back to step-by-step mode (top right)

The corrected forms may or may not be available for import.

If not, you will need to type them in.

I've imported my brokerage information from TD Ameritrade. I just got a corrected form. How can I import the new information and does it automatically replace the old?

do I have to delete each one individually or can I just delete all from the brokerage acct

I've imported my brokerage information from TD Ameritrade. I just got a corrected form. How can I import the new information and does it automatically replace the old?

how do i know which ones they are?

I've imported my brokerage information from TD Ameritrade. I just got a corrected form. How can I import the new information and does it automatically replace the old?

You are commenting on an older thread with outdated information. Can you please provide specific details regarding what you need assistance with?

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