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March 1, 2021
Question

Can you delete an investment 1099 that you uploaded by mistake - into Turbo Tax?

  • March 1, 2021
  • 1 reply
  • 0 views
delete document you uploaded

1 reply

RayW7
March 1, 2021

Yes, you can delete an imported document.

 

To update or delete information you imported in TurboTax Online:

  1. Open or continue your return.
  2. From the left menu, select Federal and then select Income & Expenses.
  3. Proceed to the Your Income and expenses screen.
  4. Select the Edit button next to the item you would like to update or delete.
  5.  

In the TurboTax CD/Download software, you can delete imported items as follows:

  1. Open your return.
  2. From the TurboTax File menu, select Remove Imported Data.
  3. Select the item(s) you want to remove and follow the instructions.