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April 13, 2024
Question

How to Delete Item from form 1099-B Worksheet

  • April 13, 2024
  • 1 reply
  • 0 views

I have items on a 1099-B Worksheet, that I downloaded from the brokerage house, with sales dates in 2024. I need to delete them as it gives me an error. How do I do that?

    1 reply

    April 14, 2024

    In TurboTax Online, remove IRS form 1099-B entries as follows:

     

    • Down the left side of the screen, click Federal.
    • Down the left side of the screen, click Wages & Income.
    • Scroll down to Investments and Savings, click on the dropdown menu.
    • Click Start/Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
    • Click the down arrow to the right of the investment.
    • Click the delete trashcan to remove the investment.
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