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bsisrael
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Is there a way to override information imported from a financial institution?

Info from institution reflected cost basis equal to sales proceeds when cost basis wasn't known by them.
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Is there a way to override information imported from a financial institution?

If it is not correct, then delete it and type it in manually.

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2 Replies

Is there a way to override information imported from a financial institution?

If it is not correct, then delete it and type it in manually.

Is there a way to override information imported from a financial institution?

You should able to click EDIT/UPDATE on the 1099-B list that you imported and make any needed changes.

 

@bsisrael 

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