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April 4, 2024
Question

I am not able to edit from the your investment sales summary?

  • April 4, 2024
  • 1 reply
  • 0 views
how do I edit 1099B data already input in turbo tax?

1 reply

RachelW33
April 6, 2024

In order to edit your Form 1099-B information, you will need to re-visit the investment section of TurboTax.  Please follow these steps:

 

  1. Login to your TurboTax online account and click on Pick up where you left off
  2. On the left side of your screen, click on Federal and then Wages & Income
  3. Scroll down and click Edit/Add next to Investments and Savings (1099-B, 1099-INT, 1099-DIV, Crypto) 
  4. From here, you can edit or delete the information you entered for your Form1099-B.


 

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April 12, 2024

The issue I had, and apparently many other users also experienced, is the scroll bar is not identified easily.  Once I learned there was a scroll bar at the bottom of the investment summary my problem was solved.   Both the edit and delete icons became visible.  Without moving the scroll bar the icons were hidden behind the worksheet.