Not Able to Edit or Delete 1099-B Data Typo

Forum|Forum|1 year ago
February 26, 2025
3 replies
37 views

Using Turbo Tax Deluxe 2024 from download on Mac Book.
Made some typos in entering the data and need to either “delete & re-inter” or Edit the entry.
Please update future releases.

DawnC

Employee Tax Expert

Are you amending a previously filed return? When you search for investment sales, you are taken to your investment sale summary page. You should be able to edit your transactions from the summary page in the interview by clicking on Review.

There is a scroll bar at the bottom which will allow you see the whole screen.

TJG513Author

Level 2

When entering the 1099-B data in my original return and discover a typo or error in a previously entered item - there is no way to go back and correct that item or to delete that item and reenter it. Need a delete/reenter or edit function in next years Turbo Tax. Thanks.

JamesG1

Level 15

In TurboTax Online,

Down the left side of the screen, click Federal.
Down the left side of the screen, click Wages & Income.
Click the down arrow to the right of Investments and Savings.
Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
At the screen Let's finish pulling in your investment income, click the down arrow to the right of the investment.

The Edit button and trashcan are in the lower left hand corner of the screen.

Some customers report that they are not able to view entries on the far right side of the screen unless the slide at the bottom of the screen is moved to the left.

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