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After you file
In TurboTax online there is no way to change the name of the brokerage firm after it has been entered. The only option would be start over and that would, unfortunately, involve deleting your original entry.
In TurboTax desktop you can change the name of your brokerage firm after you have entered such information. If you are interested in changing to TurboTax desktop, here is a link to a TurboTax article that will show you have to make such a move.
How to Switch Form TurboTax Online to TurboTax CD/Download
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March 9, 2022
9:25 AM