If I do a second import of data will it overwrite the current forms?

Forum|Forum|3 years ago
February 25, 2023
2 replies
5 views

will a second update from a financial institution correct all the forms?

TurboTax Online

tmunoz

Level 13

If you do a second import of data from the same financial institution it may duplicate entries.
However, you can delete the current entries and then import again with fresh data.

To delete duplicate forms, you can use Delete Forms

In the left menu, select Tax Tools
Select Tools
Select Delete a form
Scroll to the Form 1099-B or 1099-DIV or 1099-INT that is duplicated and click Delete on the right
Repeat until all are deleted
Then scroll to the bottom and select Continue with my return

tmunoz

Level 13

If you do a second import of data from the same financial institution it may duplicate entries.
However, you can delete the current entries and then import again with fresh data.

To delete duplicate forms, you can use Delete Forms

In the left menu, select Tax Tools
Select Tools
Select Delete a form
Scroll to the Form 1099-B or 1099-DIV or 1099-INT that is duplicated and click Delete on the right
Repeat until all are deleted
Then scroll to the bottom and select Continue with my return