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February 10, 2025
Question

How to edit my 1099-B details?

  • February 10, 2025
  • 1 reply
  • 0 views
The app gives me no way to access my 1099-B for editing.

    1 reply

    February 11, 2025

    This TurboTax Help states that you can use the app to switch back and forth between TurboTax Online and the app. 

     

    Edit the details included in an IRS form 1099-B in TurboTax Online by following these steps:

     

    • Down the left side of the screen, click on Tax Home.
    • Click on the down arrow to the right of Review.
    • Click on the blue band labeled Review.
    • Down the left side of the screen, click Federal.
    • Down the left side of the screen, click Wages & Income.
    • Click the down arrow to the right of Investments and Savings.
    • Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
    • Click the down arrow to the right of the entry to be edited or corrected.
    • Click Edit to view the individual transactions.
    • At the screen Review your sales, click the pencil to the right of the transaction line.
    • At the screen Review this sale, edit or correct the transaction.

     

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