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September 8, 2022
Solved

Is there a way to override information imported from a financial institution?

  • September 8, 2022
  • 1 reply
  • 0 views
Info from institution reflected cost basis equal to sales proceeds when cost basis wasn't known by them.
Best answer by Anonymous_

If it is not correct, then delete it and type it in manually.

1 reply

Employee
September 8, 2022

If it is not correct, then delete it and type it in manually.

fanfare
Employee
September 8, 2022

You should able to click EDIT/UPDATE on the 1099-B list that you imported and make any needed changes.

 

@bsisrael