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April 4, 2025
Question

I made an incorrect entry on two 1099-B forms and cannot edit them. Why?

  • April 4, 2025
  • 1 reply
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    1 reply

    April 4, 2025

    When you search for investment sales, you are taken to your investment sale summary page.  You should be able to edit your transactions from the summary page in the interview by clicking on Review.  

     

    The Edit button and Trash Can are in the lower left hand corner of the screen.

     

    Some customers report that they are not able to view entries on the far right side of the screen unless the slide at the bottom of the screen is moved to the left.


    If this doesn't work, you may need to delete and then re-enter  those 1099-B forms.

     

    Add/Edit/Delete Form 1099-B:

    1. Open your return (if not already open).
    2. Enter "1099b" in the Search box.
    3. Click on "jump to 1099b" link.  
    4. Enter you information by importing it or by entering it manually.
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