JamesG1
Expert Alumni

State tax filing

You want to change the description of the IRS form 1099-B as displayed here.

 

 

If the IRS form 1099-B is imported from your financial institution, this description appears to be attached to the imported information.

 

If the IRS form 1099-B is entered by hand, the description is found in the entry box Bank or brokerage at the entry screen Which bank or brokerage is on your 1099-B.

 

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