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April 10, 2022
Question

How do you remove Stocks, Cryptocurrency, Mutual Funds, Bonds, Other from Income option? I didn't realize it was only recognized when you sell.

  • April 10, 2022
  • 1 reply
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1 reply

April 10, 2022

To remove any such information you entered erroneously in TurboTax Online:

  1. If you’re on the Hi TurboTax Client, let's keep working on your taxes! screen, click the Pick up where you left off button
  2. Click Federal in the left pane, if you’re not already there
  3. Click Income & Expenses in the banner
  4. Click the Show more dropdown to the right of Investments and Savings
  5. Click Start to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B)
  6. You’ll be able to delete any data previously entered as you proceed through the interview page

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April 13, 2022

This doesn't work. It tries to make me upgrade to Premier in order to access the 1099-B form. I can't just delete this income source.

April 13, 2022

One option is to start over as if you were just beginning.  If you are using TurboTax online, to clear and start over, follow these steps:

 

  1. sign in to your account
  2. select Income & Expenses or Deductions & Credits,
  3. select Tools, left margin
  4. then select Clear & Start Over

@mwshafer

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