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April 30, 2025
Question

How to report this kind of problem: I deleted an import from a financial institution, but turbotax home&business did not delete the related 1099-B Wks (10 pages).

  • April 30, 2025
  • 1 reply
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The tax calculation did not include those 1099-B entries, and the financial institution was now called "Untitled". But when I reimported (because of "corrected") there were now duplicates of those entries and they were all counted as income.

1 reply

DawnC
Employee
April 30, 2025

It must have been entered imported more than once.  To delete forms in TurboTax, see instructions below.   Delete all erroneously forms in your return, before you file.    

 

How to delete forms in TurboTax Online

 

How to delete forms in TurboTax Desktop

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May 1, 2025

Because one of my Financial Institutions has told me they "Corrected" my forms, I need to Import their latest.

I've already reported that some forms were not deleted when I did "remove imported data" for that FI.

Now I've done a simple test, to check the theory "It must have been entered imported more than once. "

I open my filed return that still has the original import from my FI.

Instead of first doing "remove imported data" I just import again from the same FI.

Now my "Import Summary" shows my FI with two imports, both showing the same list of documents.

 

So I don't believe my import was done twice; it would have shown twice in the import list.

It would also show twice in the list of "remove imported data" documents.

 

The issue remains. After tonight's program update I have tried my original procedure again on my original file:

"remove imported data". Same issue, the "Form 1099-B Wks" remains in the Forms list, now with "Untitled" as the named FI. Of course the original FI is no longer in the list of imported data.

 

I've already deleted those abandoned forms and moved ahead with importing the "Corrected" forms.

I've done some other experiments that show the corrected FI import can be properly deleted when done on a fresh-start tax return. (Of course the original import is not available from the FI any more to be tested.) I've also found by experiment that the "Corrected" import can be removed from my return without leaving behind any "Form 1099-B Wks".

 

I'm at a loss how to figure out if this software and FI import is working.

May 1, 2025

You seem to have figured out how to import and delete forms.  So are the numbers that are showing up in your return matching what they are supposed to be?  Does everything look correct or doubled?

 

@wa45burnette 

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