Question

Should I start over if after entering 1099 Div info and then importing info from stock broker, I ended up with duplicate entries and overstated totals?

Forum|Forum|4 years ago
March 26, 2022
1 reply
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One spouse entered all income except capital gains from stock sales. The other entered imported data from stock broker, which apparently duplicated foreign stock income and other 1099 info. How can that be fixed? The foreign tax is still overstating the total foreign tax paid after deleting one of the 1099 forms manually that had been generated by the walk-me-through wizard. When trying to look where it's getting the numbers, it demands that we choose a country and broker that had foreign income and we end up whichever broker we chose not being on the list next time we try but can't seem to follow where it's getting the numbers or undo whatever happened on our previous attempts to check it. Can we even roll back what we've done to say an hour ago like a version control system or undo history might be able to do?

TurboTax Premier Online

DaveF1006

Yes, it may be best just to delete everything and then enter the 1099 B manually so you can have a clean copy of financial information in your return. I think the combination of importing and entering the financial information manually skewed the numbers that were reported.

Unfortunately, we don't don't have a version control number or undo history feature that can reconcile the entries already made in the program.

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