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February 26, 2021
Question

1099-B Worksheet, it is asking for details I didn't get a 1099-B.What do I do?

  • February 26, 2021
  • 1 reply
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    1 reply

    JohnB5677
    February 28, 2021

    If you had a 1099-B in 2019 it may have carried forward to 2020.

     

    There are two ways to clear entries from your return.

     

    The first thing to try is to go into the section that has the form  (Stocks, Mutual Funds, Bonds, Other)

    1. select the entry that you want to clear. 
    2. On the right hand side there is a trash can. 
    3. Select the trash can and confirm you want to delete that form.

     To Delete a form:

    1. On the menu bar on the left that shows.
      1. My Info
      2. Federal
      3. State
      4. Review
      5. File
    2. Select Tax Tools
    3. On the drop down select Tools
    4. On the Pop-Up menu select Delete a Form
    5. This will give you all of the forms in your return
    6. Scroll down to the form you want to delete
    7. Select the Form
    8. Click on Delete.
    9. Always use extreme caution when deleting from your tax return.  There could be unintended consequences.
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