Cannot Edit my Investment Income.

Forum|Forum|2 years ago
February 10, 2024
33 replies
247 views

I entered some information regarding stock sales in the 2023 Turbo Tax Premier and everything was fine. Today I entered another sales transaction and had to make a correction. However, now there is no edit button on the Investment Summary Page and if I "Continue" it takes me out of Investments. There is no way to make any changes. Please help!!!

VolvoGirl

Level 15

Same. In my Desktop program I needed to edit a sale and back wouldn't take me back to the first page. So I had to delete it and enter that sale again.

Sakhtar98Author

Level 2

But how do you delete the sale?

DawnC

Level 15

I have an investment in the investment summary which is all zeros. Not sure how it got there but I want to delete it. At the right of the investment, I see Needs review, Review, and Delete. I clicked delete and it just hung.

Here's the general procedure for viewing a list of all the forms in your return and deleting unwanted forms, schedules, and worksheets in TurboTax Online:

Sign in to TurboTax and open your return by selecting Continue or Pick up where you left off.
In the left menu, select Tax Tools and then Tools.
In the pop-up window Tool Center, choose Delete a form.
Select Delete next to the form, schedule, and worksheet in the list and follow the instructions.

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charlesyon70

Level 2

After discovering more posts on this topic I tried the" right arrow trick" to uncover edit and delete and it works fine. Thanks

The investment income screen works and appears differently than in prior years and all the other screens in TT. Looks like they tried to improve functionality.

CBUSTO

Level 2

“The investment income screen works and appears differently than in prior years and all the other screens in TT. Looks like they tried to improve functionality.”.

Perhaps , but they failed miserably.

rjwpremier

Level 2

There is a Scroll Bar under the investments. When you push it to the right - you can see the trash can.

rjwpremier

Level 2

There is a Scroll Bar under the investments. When you push it to the right - you can see the trash "pencil" for "edit" and you can see the "trash can" for "delete". So, you can edit or delete each investment one by one, if you would like.