How to delete a form 1099 B worksheet and a Cap Asset Sales form

Forum|Forum|2 years ago
February 20, 2024
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I have accidentally opened multiple 1099 B worksheets and Capital Asset forms. How do I delete the extra forms, the program will not allow me to file with unfilled forms. I have read references to a trashcan icon, but don't see it. Thank you

Best answer by JamesG1

In TurboTax Online, at the screen Let's finish pulling in your investment income, click the down arrow to view the Edit button and the delete trashcan.

In TurboTax Desktop, select Start/Update to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other at the screen Your 2023 Income Summary.

View the Edit button and the trashcan icon to the right of the investment.

JamesG1Answer

In TurboTax Online, at the screen Let's finish pulling in your investment income, click the down arrow to view the Edit button and the delete trashcan.

In TurboTax Desktop, select Start/Update to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other at the screen Your 2023 Income Summary.

View the Edit button and the trashcan icon to the right of the investment.

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