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Level 1
posted Mar 9, 2025 12:27:57 PM

re-import

I imported an incomplete import from Morgan Stanley. All forms were not available. How can I delete all and re-import?

0 1 256
1 Replies
Employee Tax Expert
Mar 16, 2025 10:26:14 AM

Log back into TurboTax and follow the steps in this link to get back to your investment sales section of the program.

 

Once there, select Add/Edit to the right of Investments and Savings, (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto).

  1. Scroll down to the income for your investment income.  All of the investment sale inputs should be shown here.
  2. Select the arrow to the right of the input to pull up more options.
  3. Select the trash can on the duplicated income in this section to remove the applicable investment sale.

 

Then, follow the instructions on where do I enter or import a 1099-B for steps to re-import your investment sales.