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CG03
Level 1

Can't Edit 1099-B Information

I manually entered 1099-B values (TurboTax Desktop Premier 2025 Windows 11) and noted an error.  When I click and open the field, there is an "Edit" button that just takes me back to the original screen.  It doesn't matter if I am in "walk me" view or forms.  Cannot left double-click or right click to get back to value.  How do I fix it?

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2 Replies
JamesG1
Employee Tax Expert

Can't Edit 1099-B Information

Do you arrive at the screen Review your XXX sales or Review your XXX sales section totals?  If so, click the pencil icon to the right of the entry.  

 

You will be allowed to review the entries that were originally entered and make the corrections.

 

You are able to click the trashcan icon to the right of the entry to delete then entry and start over.

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CG03
Level 1

Can't Edit 1099-B Information

Thanks, that was a good effort.  I didn't arrive at any of the screens you listed, but shortly before I saw your response I was in forms mode and saw there was a listing for "Cap Asset Sales"  with the name of the investment.  While at that level, the form appears but it can't be edited.  However, a sub listing that just says "Cap Asset Sales (1)" is an editable version of the 1099-B.  See the orange arrow in the screen shot.

 

TurboTax_Cap-Asset-Sales02.png

 

I guess I continue to be confused by the software implementation. 🤔

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