JamesG1
Expert Alumni

Get your taxes done using TurboTax

In TurboTax Desktop Premier, the name of the reporting financial institution may be updated or corrected on the Form 1099-B Worksheet in FORMS mode.

 

 

In TurboTax Online Premium, the name of the reporting financial institution is entered at the screen Which bank or brokerage is on your 1099-B before the IRS form 1099-B information is downloaded.

 

@gtchen66 

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