If I manually entered bank data and later import data from their site, does that creat a double entry of some data or does it just updates everything?

Joe3116 · ‎June 4, 2019

HelenC1 · ‎June 4, 2019

No, it does not update. You will have duplicate entries.

Also, if the brokerage firm issues corrected forms after you import, you will need to delete the original import and re-import the final/corrected forms. See How do I update or delete something I imported into TurboTax?

If you have already filed your return and the brokerage issues a corrected form you may need to amend your return. See Do I need to amend?

Related information: How do I import my 1099?

[Edited 3-11-2020|7:57 am PST]

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HelenC1 · ‎June 4, 2019

No, it does not update. You will have duplicate entries.

Also, if the brokerage firm issues corrected forms after you import, you will need to delete the original import and re-import the final/corrected forms. See How do I update or delete something I imported into TurboTax?

If you have already filed your return and the brokerage issues a corrected form you may need to amend your return. See Do I need to amend?

Related information: How do I import my 1099?

[Edited 3-11-2020|7:57 am PST]

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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