How to remove and replace info from a financial institution?

[Butch1010]

You can usually delete downloaded information from an institution and enter it yourself.  If it is borkerage info such as 1099-Int or DIV, go to the personal income part and find it.  Then delete it and re-enter from your statement.

[JohnB5677]

Yes, you can select specific institutions to delete.

Under Federal

1. Select Wages and Income
2. Scroll to Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto) [Edit / Add]
3. Under the heading Your investments and savings.
   1. You will see a listing of your institutions.
   2. Click the down arrow on the right.
   3. There will be a trashcan at the bottom of the screen.
   4. Select the trashcan and then confirm delete.