Help needed to delete the imported 1099 B Documents

The best way, and often the only way, to delete income forms (including forms W-2, 1098, 1099, and K-1) is to do it from the summary screen for that particular form.

So, try that first — here's how:

1. Open or continue your return.
2. Go to the Search bar and search for the form by typing the form name (for example, W-2 or 1099-R).
3. Select the Jump to link with the form name.
4. Then, see if that takes you to a summary screen.
   • If searching for a 1099-R, for example, typing 1099r in the search bar and selecting the Jump to link in the search results takes you to the Your 1099-R info so far screen.
   • You can remove the 1099-R on this screen by selecting the trash can icon.
   • If Search doesn't work. then: Click on Federal, then Wages & Income, Investments and Savings (1099-B, 1099-INT, 1099-DIV, 1099-K, Crypto), and then Add/Edit.

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:

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