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March 3, 2025
Question

There are 3 "needs review" items under "Untitled" in the investment income section. All have $0.00 box 1. They seem to be ghosts. How can I delete them?

  • March 3, 2025
  • 1 reply
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    1 reply

    LindaS5247
    March 4, 2025

    If these investments are reported on a Form 1099 you can delete them using the instructions below.  I am using a Form 1099-INT for this example, but it will be basically the same for a 1099-DIV and 1099-B.

     

    To delete your Form 1099-INT, you can do the following:

    For TurboTax Desktop:

    1. Open/continue your return
    2. Click on "Search
    3. And in the search bar type"1099-INT"
    4. Select "Jump to 1099-INT"
    5. It'll take you to a screen that shows your Form(s) 1099-INT that you have entered.
    6. Next to the Form 1099-INT you want to delete, click on the (down-Facing) caret
    7. Click on the "garbage can" to delete this form

    For TurboTax Online:

    1. Open/continue your return
    2. Click on magnifying glass for Search in the top right of your screen
    3. And in the search bar type"1099-INT"
    4. Select "Jump to 1099-INT"
    5. It will take you to a screen that shows your Form(s) 1099-INT that you have entered.
    6. Next to the Form 1099-INT you want to delete, click on the (down-Facing) caret
    7. Click on the "garbage can" to delete this form

    Click here for How Do I View and Delete Forms in TurboTax Online

     

    Click here for "How to Delete Forms in TurboTax Desktop

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    March 13, 2025

    When I click on the trash can, the entire investment income list turns gray.  I am forced to click on the gray section to get back where I started.  I can ignore all of the investment incomes with a value of $0 but it's an annoying distraction.

    March 20, 2025

    If you are using TurboTax Online, try clearing your cache and see if that helps.

     

    If you are using the desktop product, make sure your program is updated.  This can be done by logging into your desktop product.  Select Online in the menu on the top, and then select Check for Updates.

     

     

    Many times, this update your program and allow you to proceed. 

     

    @cherylk 

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