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adele416green
March 12, 2025
Question

I downloaded my investment information from my brokerage account and then changed something I should have done. Can I redownload my investments?

  • March 12, 2025
  • 1 reply
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    1 reply

    R
    RobertB4444
    March 12, 2025

    Yes.  First, delete the forms that you have already downloaded.  Delete all of the transactions or you will end up with double entries.  Then re-download the 1099-B.

     

    @adele416green 

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