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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1 Best answer

Level 15

Sep 8, 2022 1:25:43 PM

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

Level 15

Sep 8, 2022 1:25:43 PM

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

Level 15

Sep 8, 2022 1:30:20 PM

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