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March 26, 2022
Question

How do I delete an entry for stock sales that I created by error? I don't see any option to delete it. It keeps showing up as needs review

  • March 26, 2022
  • 1 reply
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1 reply

March 26, 2022

Try using the following steps:

 

  • On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner) 
  • This opens a box where you can type in “1099-B” (be sure to enter exactly as shown here, including the dash) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
  • The search results will give you an option to “Jump to 1099-B
  • Click on the blue “Jump to 1099-B” link
  • Click Edit  beside the brokerage name used for the accidental transaction
  • Click Delete or the trash can icon beside the individual transaction that you want to delete
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