MarilynG1
Expert Alumni

Get your taxes done using TurboTax

No, you have to edit the institution name in FORMS mode, directly on the worksheet, if you import.

 

If you typed in the name in interview mode for a manual entry, the worksheet will retain that info, which you can Edit.

 

In the Income > Investments section, scroll to the transaction you want to Edit.  Click the down-arrow to display the Edit/Delete icons.

 

 

@doc_wooster 

 

 

 

 

 

 

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