txgrl4
New Member

Get your taxes done using TurboTax

I spoke to a customer service rep today and she gave me a work-around for the desktop version (which you must have had to import the txf file): 

  1. Go to the Investment Income section and Update the Stocks, Mutual Funds, Bonds, Other section
  2. Select Edit for the institution you need to update
  3. At bottom of the window, select "Show Relevant Form"
  4. Manually enter the name in the Name of reporting financial institution line.

That worked for me. Best of luck!

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