TurboTax Support

How do I change or delete imported stock transactions?

If you need to change or delete stock transactions that you imported from your broker, here's how:

  1. Open your tax return in TurboTax.
  2. Click the Federal Taxes tab, and then choose Wages & Income right below it. (Home & Business: Click the Personal tab, and then choose Personal Income below the tab.)
    • Choose Explore on My Own if you are asked how you want to go through the Income section.
  3. On the Your 2012 Income Summary screen, scroll down to the Investment Income topic.
  4. Click Update to the right of the subcategory Stocks, Mutual Funds, Bonds, Other.
  5. On the Investment Sales Summary screen, you can edit or delete the info you imported.
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