After looking around a bit, I went into Forms in TurboTax Desktop. In the list on the left, I chose my Form 1099-B with the wrong name. Then the form came up on the right. I changed the name to correct it directly in the form and when I clicked away from it, the name changed in the list on the left as well. When I went back to the step-by-step, the correction came through. I wanted to mention this in case others were having trouble figuring out how to change that name. Since the dialog walks you through changing it from UNKNOWN without any additional information, it would nice to have rename feature in the step-by-step.
