How to make turbo tax refresh 1099-B worksheet

Forum|Forum|4 years ago
April 17, 2022
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Hi,

I am noticing turbo tax has some stale data shown in the worksheet in the smart check tab. In the smart check tab it is complaining about some entries in a worksheet relating to "Restricted Stock" . Initially I classified the entry in the 1099b as employee stock (RSU) through the questionnaire. however I discovered this causes other unavoidable issues and searching through this form I discovered I should not do the employee stock questionnaire.

To remedy the situation I tried going through the questionnaire again specifying no its not employee stock. This should delete the entry from the worksheet. However upon going back to smart check I still get issues on that worksheet for that item and it is classified as rsu.

I attempted deleting the item from the 1099b but there is no way to add it again. I rather not delete the whole 1099b and add all 15 entries to flush out the stale data in the worksheets. Is there a way to make turbotax regenerate the worksheets with the latest data in the questionnaires. Furthermore my brokerage website is down for maintenance so I can't auto import the data if I delete the 1099b

D7knight2Author

I went back to the employee stock questionaire notice that the state is still persisted on the screens following "Was this a sale of employee stock" I think turbotax is pulling information from the "What type of employee stock is this" screen even though I selected no on the "Was this a sale of employee stock" screen. As I temporarily visited the "What type of employee stock is this" screen and noticed that rsu was still checked