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March 12, 2025
Question

I put my 1099 in the system as 1099-R instead of 1099-B How do I change the error?

  • March 12, 2025
  • 1 reply
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    1 reply

    DoninGA
    Employee
    March 12, 2025

    Delete the Form 1099-R

     

    Click on Tax Tools on the left side of the online program screen

    Click on Tools

    Click on Delete a form

     

    To enter an investment sale -

    Click on Federal Taxes (Personal using Home and Business)
    Click on Wages and Income (Personal Income using Home and Business)
    Click on I'll choose what I work on (if shown)
    Under Investment Income
    On Stocks, Cryptocurrency, Mutual Funds, Bonds, Other, click the start or update button


    Or enter investment sales in the Search box located in the upper right of the program screen. Click on Jump to investment sales