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New Member
posted Apr 10, 2023 3:02:51 PM

Turbotax loaded my information from my brokerage firm wrong. It's showing it as a profit but it's a dividend. How do I correct that?

Also, I could only load three accounts, but I have two more I need to add.  how do I add the other accounts?

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1 Replies
Expert Alumni
Apr 15, 2023 1:23:46 PM

You will need to delete the incorrectly loaded form and I suggest manually re-entering it to ensure it doesn't upload incorrectly again.  You can also manually add your additional account forms.

 

To do this in TurboTax Online you can follow these steps:

  1. Within your return, click on Tax Tools in the black menu on the left side of the screen.
  2. Click on Tools.
  3. Click on Delete a Form
  4. Scroll down to your form and click Delete.
  5. Under Federal in the black menu bar click Wages & Income to get back into your tax returns.
  6. Locate the section titled Investments & Savings and select Edit/Add, then select the dropdown next to Interest (1099-INT) and Edit and/or the dropdown next to Dividends (1099-B) and Edit