If you're asking, "How to update or delete something you imported into TurboTax?", click here. Please note: Changing information you imported can be problematic. For example, if you're audited you'd have to explain why the numbers on your return differ from the original data source. If you must update or delete items, be sure to keep detailed notes with your tax records. If you need to delete form 1099-INT, 1099-R, 1099-B, or any other form, click here.

Question

How do you unlink a bank/brokerage in turbotax online?

Forum|Forum|3 years ago
January 31, 2023
1 reply
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TurboTax Premier Online

H

HelenC12

If you're asking, "How to update or delete something you imported into TurboTax?", click here.

Please note:

Changing information you imported can be problematic. For example, if you're audited you'd have to explain why the numbers on your return differ from the original data source. If you must update or delete items, be sure to keep detailed notes with your tax records.

If you need to delete form 1099-INT, 1099-R, 1099-B, or any other form, click here.

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