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June 3, 2019
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How can I eliminate duplicate download from my financial institution on schedule D capital gains a d loss?

  • June 3, 2019
  • 1 reply
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How do I eliminate duplicate electronic download of capital gain and loss on schedule D? I was informed that I had a corrected 1099 and down loaded it on top of the one that was in the tax return originally. I now have double the gain and loss. How do I resolve this issue?

Best answer by HelenaC

Delete the original import. Your corrected 1099 has all the entries. 

In the TurboTax CD/Download software, you can delete imported items as follows:

  1. Open your return.
  2. From the TurboTax File menu, select Remove Imported Data.
  3. Select the item(s) you want to remove and follow the on-screen instructions.

1 reply

HelenaCAnswer
Employee
June 3, 2019

Delete the original import. Your corrected 1099 has all the entries. 

In the TurboTax CD/Download software, you can delete imported items as follows:

  1. Open your return.
  2. From the TurboTax File menu, select Remove Imported Data.
  3. Select the item(s) you want to remove and follow the on-screen instructions.
Employee
January 25, 2020

Sir/Madam:

There is no “Remove Imported Data” heading under File heading in the 2019 TT Premier version! Headings are “File a return”, “Save for your Records”, “Final Steps”, and “Check E-file Status"

 

Critter
Employee
January 25, 2020

How do I update or delete something I imported into TurboTax?

 

To update or delete information you imported in TurboTax Online:

  1. Open or continue your return.
  2. From the left menu, select Federal and then select Income & Expenses.
  3. Proceed to the Your Income and expenses screen.
  4. Select the Edit button next to the item you would like to update or delete.
  5.  

In the TurboTax CD/Download software, you can delete imported items as follows:

  1. Open your return.
  2. From the TurboTax File menu, select Remove Imported Data.
  3. Select the item(s) you want to remove and follow the instructions.