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February 20, 2025
Question

There is a bug in your program 1099-B you can not edit a single entry

  • February 20, 2025
  • 1 reply
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There is a bug in your program 1099-B you can not edit a single entry after first entry

    1 reply

    February 20, 2025

    What is the nature of your IRS form 1099-B entry?  

     

    Was the entry manually entered?  Was the entry uploaded from a bank or financial institution?  Was the entry uploaded from a .TXF or .CSV file?

     

    Are you using TurboTax Desktop or TurboTax Online.  Please clarify.

     

    To edit a single IRS form 1099-B entry in TurboTax Online, follow these steps:

     

    1. Down the left side of the screen, click Federal.
    2. Down the left side of the screen, click Wages & Income.
    3. Click the down arrow to the right of Investments and Savings.
    4. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
    5. Click the down arrow to the right of the investment.
    6. Click Edit to view the transactions.

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    February 20, 2025

    Manual, as uploads as its own problem. After you manually enter, you basically are stuck if you want to delete or change anything in this particular form.

    February 20, 2025

    In TurboTax Online in Windows, I am able to edit, correct or delete a manually entered IRS form 1099-B using the steps outlined above.

     

    At the screen Review your sales, click the pencil to the right of the transaction.

     

    Or click the box to the left of the transaction and the Bulk Edit function appears.

     

    Is this not available?

     

     

     

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