Question

How do I edit "My investment sales summary"?

Forum|Forum|2 years ago
February 6, 2024
1 reply
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I have Turbotax Premier.

TurboTax Online

The information on the Investment Sales Summary is generated by the individual sales you have entered. Each line should have an Edit button to the right, which you can click to access and change the details for that transaction.

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R

rgagne1

When I go to the update button it goes to a Summary of my investment sales with no option to edit. How do I edit an error in my original input?

M

MonikaK1

When you click Update to reopen the Investments section and see the screen, "Your investment sales summary", TurboTax provides an Edit button next to the items you entered. If you click the Edit button next to an item, such as stock sales from a particular brokerage, the list of sales will appear. Click the pencil icon next to the item you need to change.

If you are using TurboTax Online, you may need to slide the bar at the bottom of the list of items to see the pencil icon on the right.

There will also be a button to "Add another sale" at the bottom of the list.

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