Question

Cannot Edit my Investment Income.

Forum|Forum|2 years ago
February 10, 2024
4 replies
0 views

I entered some information regarding stock sales in the 2023 Turbo Tax Premier and everything was fine. Today I entered another sales transaction and had to make a correction. However, now there is no edit button on the Investment Summary Page and if I "Continue" it takes me out of Investments. There is no way to make any changes. Please help!!!

VolvoGirl

Employee

Same. In my Desktop program I needed to edit a sale and back wouldn't take me back to the first page. So I had to delete it and enter that sale again.

S

Sakhtar98Author

But how do you delete the sale?

M

MonikaK1

Today, February 13, 2024, I do see the Edit button on the Investment Summary Page in TurboTax Desktop Premier. Make sure to allow TurboTax to update the program.

Clicking on the Edit button for stocks brings up the list of sales entered. Click on the pencil icon to the right of the individual item to make edits or the trash can icon to delete the transaction.

Once you've exited that section, you can go back to edit a sale as follows:

Select Wages & Income in Federal Taxes
Under Investment Income, select Update next to Stocks, etc.
Select the individual item to edit or delete.

To get back to where you entered the sale to make changes in TurboTax Online:

Select Wages & Income from the left menu bar
From the list of income items, select Investments and Savings
Select Edit/Add
Select Stocks, Bonds, etc.
Click the drop-down arrow
Click Edit
Click the box next to the item you need to change
Click the pencil icon to the right of the item to open up the entry fields to make edits

See this TurboTax help article for more information and links.

@Sakhtar98

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C

charlesyon70

After discovering more posts on this topic I tried the" right arrow trick" to uncover edit and delete and it works fine. Thanks

The investment income screen works and appears differently than in prior years and all the other screens in TT. Looks like they tried to improve functionality.

C

CBUSTO

“The investment income screen works and appears differently than in prior years and all the other screens in TT. Looks like they tried to improve functionality.”.

Perhaps , but they failed miserably.

R

rjwpremier

There is a Scroll Bar under the investments. When you push it to the right - you can see the trash can.

R

rjwpremier

There is a Scroll Bar under the investments. When you push it to the right - you can see the trash "pencil" for "edit" and you can see the "trash can" for "delete". So, you can edit or delete each investment one by one, if you would like.