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June 1, 2019
Question

How do i amend an incorrect brokerage statement? There is nowhere to add a transaction

  • June 1, 2019
  • 1 reply
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1 reply

Employee
June 1, 2019

Did the brokerage provide a new statement? This is important because they also provide the same statement to the IRS. Once you have the corrected document, you can follow the instructions here to delete the incorrect transactions and add in the new: https://ttlc.intuit.com/replies/6720325